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Allegro Funds Pty Ltd

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

          Use of environmentally friendly materials

Example 2 (optional)

          Potential of environmental contamination

Example 3 (optional)

          Consideration of how natural resources are used

List up to three example targets of social issues

Example 1

          Focus on worker health and safety

Example 2 (optional)

          Human rights issues in the supply chain

Example 3 (optional)


List up to three example targets of governance issues

Example 1

          Implementation of robust risk management structure

Example 2 (optional)

          Transparent reporting

Example 3 (optional)

          Clear accounting for activities and outcomes

09.4. Additional information. [Optional]

The performance targets set for each portfolio company are unique and specific to that portfolio company. Such performance targets are developed initially at the time of acquisition due diligence, however these are given the opportunity to evolve to match the needs of the business and its stakeholders.

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).

10.3. 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)