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Capvis AG

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 topics are fully integrated in the DD process. An ESG due diligence is systematically carried out in the DD process to identify risks and opportunities. External consultants are appointed for the DD. Thus, ESG risk as well as opportunities for value creation are part of the investment decision. There is an ESG section in the investment recommendation document where the deal team must specifically address ESG topics. Consequently, ESG is considered in our investment process (there have been instances where an ESG issue has led to a decline of an investment proposal). Any material findings are being followed up and are part of the 100 day plan.

05.3. Additional information. [Optional]

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.

ESG is documented in the due diligence reports performed by external consultants and covered in the investment recommendation.

PE 07. Encouraging improvements in investees

07.1. During deal structuring,what is the process for integrating ESG-related considerations into the deal documentation and/or the post-investment action plan?.

If yes

07.2. Describe the nature of these improvements and provide examples (if any) from the reporting year

ESG-related considerations largely derive from the ESG Due Diligence (systematically carried out during DD process) and the Legal DD (e.g. considerations of governance related aspects).

Outcome of DD forms input into (a) IC documentations, (b) action plan (e.g. 100 day plan) and (c) value creation plan. 

07.3. Additional information. [OPTIONAL]

PE 08. ESG issues impact in selection process

08.1. Indicate how ESG issues impacted your private equity investment selection processes during the reporting year.

08.2. Indicate how ESG issues impacted your private equity investment deals during the reporting year.

08.3. Additional information. [OPTIONAL]