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Jardim Botânico Investimentos (Delisted)

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.

Our DDQ has always included ESG issues as part of our investment screening and selection process. Responses to the questionnaire are supplemented by interviews with business owners and key executives, which help build a picture of the target company and to decide whether more time should be invested in pursuit of a potential transaction. The results obtained from this phase will also enable us to direct more attention to specific areas of concern during the full due diligence stage.

While the general outline is common to all investments screened, it is important to stress the unique nature of each business we may come across. Therefore, incorporating ESG needs to fit the particular footprint of each industry/company. We will use standard KPIs for each industry group to identify and quantify the most relevant risks for the specific target company.

 

05.3. Additional information. [Optional]

No new investments have been undertaken since we developed our RI guidelines in 2018. 

 

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.

Bearing in mind that our RI guidelines have not yet been put into practice, the information gathering process has the following objectives:

* Understand the level of ESG engagement by the target company

* Identify key ESG risks and value creation opportunities

* Support the prioritization of ESG issues

* Help establish a preliminary set of ESG targets in the business plan and action plan developed with the target company

The material presented to the Investment Committee (IC) covers the target’s investment thesis and specifically addresses ESG in each of the four pillars of our strategy. The objective of this approach is to quickly identify issues relating to ESG either as risks or value creation opportunities and to manage them going forward. It also presents a preliminary template of KPIs to be tracked in the post-investment period.

 

PE 07. Encouraging improvements in investees (Private)


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


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