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Oak Hill Capital Partners

PRI reporting framework 2020

You are in Direct – Private Equity » Post-investment (monitoring)

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 applicable laws and regulations

Example 2 (optional)

          Understanding how potential future environmental regulations could affect business operations

Example 3 (optional)

          Reducing the consumption of energy

List up to three example targets of social issues

Example 1

          Employee safety

Example 2 (optional)

          Employee retention

Example 3 (optional)

          Diversity of the management team and board of directors

List up to three example targets of governance issues

Example 1

          Adopting formal committee charters (including compensation and audit committees) to better integrate corporate governance best practices

Example 2 (optional)

          Corruption and bribery including compliance with Foreign Corrupt Practices Act

Example 3 (optional)

          Succession planning

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]

The firm works with its middle market companies to develop policies and procedures that align to their business.  This may include the development of several policies including an ESG policy, Foreign Corrupt Practices Act compliance policy, a responsible sourcing policy, a supplier code of conduct, or other policies relevant to the business and its industry.  

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)