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Allegro Funds Pty Ltd

PRI reporting framework 2020

You are in Direct – Private Equity » Pre-investment (selection)

Pre-investment (selection)

PE 05. Incorporating ESG issues when selecting investments

05.1. During due-diligence indicate if your organisation typically incorporates ESG issues when selecting private equity investments.

05.2. Describe your organisation`s approach to incorporating ESG issues in private equity investment selection.

ESG issues are investigated and assessed at all stages of our investment process and are ultimately reported to the Investment Committee so that such matters are considered as a part of their investment approval. Due diligence is performed by specialised external advisors. ESG matters are openly discussed and debated during the investment decision making process.

05.3. Additional information. [Optional]

A section on ESG is a mandatory part of the investment paper tabled at the Investment Committee meetings.

PE 06. Types of ESG information considered in investment selection

06.1. Indicate what type of ESG information your organisation typically considers during your private equity investment selection process.

06.2. Describe how this information is reported to, considered and documented by the Investment Committee or similar.

The investment decision making process involves detailed due diligence, reporting, financial analysis and modelling. This includes work performed by third party experts for the fund. The results of this work are captured in an investment committee paper that forms the basis of discussion and debate about whether or not the fund should invest into a particular opportunity. The investment committee paper includes sections and references to work performed by the team and third party advisers on ESG matters, including the risks that these may present if any, and a recommendation on how these should be managed going forward. 

PE 07. Encouraging improvements in investees (Private)

PE 08. ESG issues impact in selection process (Private)