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Jardim Botânico Investimentos (Delisted)

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

09.4. Additional information. [Optional]

Bearing in mind that our existing investments were undertaken between 2007 and 2010, without specific ESG targets in place, the following statement reflects our investment policy for future investments.

Once ESG initiatives are mapped out and clear goals are set through the BP and the action plan, it is up to JBI and the invested firm’s Board to monitor progress against the plan, and make any necessary adjustments.

In order to achieve such goals, 3 layers of monitorig reports are developed and incorporated in the reporting processes:

* Executive-level reports: ESG KPIs must be present in the regular (monthly) reporting procedures of the company on a detailed basis.

* Board-level reports: Out of all ESG KPIs monitored by the company, emphasis should be put on those defined in the action plan and their progress must be reported in every Board meeting.

* LP-level reports: JBI will consolidate the ESG KPIs and key issues and present them quarterly in a summarized way so that LPs can monitor progress at the portfolio level.


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]

No new investments have been undertaken since 2010.


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)