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PRI reporting framework 2020

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Post-investment (monitoring)

PE 09. Proportion of companies monitored on their ESG performance

09.1. Indicate whether your organisation incorporates ESG issues in investment monitoring of portfolio companies.

09.2. Indicate the proportion of portfolio companies where your organisation included ESG performance in investment monitoring during the reporting year.

 (in terms of total number of portfolio companies)

09.3. Indicate ESG issues for which your organisation typically sets and monitors targets (KPIs or similar) and provide examples per issue.

ESG issues

List up to three example targets of environmental issues

Example 1

          Compliance with relevant local and international environmental conventions and legislation

Example 2 (optional)

          Energy efficiency and sound resource management

Example 3 (optional)

          Pollution prevention and awareness of sensitive environment

List up to three example targets of social issues

Example 1

          Compliance with relevant local labour laws, standards and regulations as well as international conventions on human rights

Example 2 (optional)

          Not accepting child labour or possible use of child labour; awareness of vulnerable labour (e.g. migrants)

Example 3 (optional)

          Safe and healthy working conditions

List up to three example targets of governance issues

Example 1

          Appropriate governance rules; compliance with local legislation; high standards of business ethics

Example 2 (optional)

          Compliance with corruption, anti-money laundering (AML), anti-fraud, anti-bribery and tax evasion laws

Example 3 (optional)

          Compliance with applicable anti-trust and competition laws

09.4. Additional information. [Optional]

PE 10. Proportion of portfolio companies with sustainability policy

10.1. Indicate if your organisation tracks the proportion of your portfolio companies that have an ESG/sustainability-related policy (or similar guidelines).

10.2. Indicate what percentage of your portfolio companies has an ESG/sustainability policy (or similar guidelines).

(in terms of total number of portfolio companies)

10.3. Additional information. [Optional]

PE 11. Actions taken by portfolio companies to incorporate ESG issues into operations (Private)

PE 12. Type and frequency of reports received from portfolio companies (Private)

PE 13. Disclosure of ESG issues in pre-exit (Private)