Attalea Partners designs tailor-made Responsible Investment policies for our clients. Alternatively, should the client have already a Responsible Investment, we provide a review of Responsible Investment policies to match current best practices in the market.
Our clients, the private market universe (Private Equity, Private Debt, Infrastructure), aim to integrate ESG considerations within their investment processes. Therefore, the scope of the policies we design for them falls within the integration characteristics, that is, the explicit and systematic inclusion of ESG considerations in the investment processes. The policies we design actively adress all phases of the investment process including screening, Due Diligence, Investment or Credit Commitees, ESG Value Creation beliefs and philosophy, Portfolio Management and ESG action-plan implementation and finally, exit processes. We also adress the need to commit to transparency and communication of the ESG efforts as well as the promotion of the acceptance and implementation of the UN Principles, and finally engagement within the industry and policy makers.
We typically reference Responsible Investment policies to the main international frameworks, guidelines and conventions, such as (not exhaustive) UN (UN Global Compact and UN PRI), OCDE, ILO, recommendations of Private Equity and Infrastructure associations, financial markets regulators, and global initiatives (TCFC, CDP), standards (GRI), and certifications (B-Corp, SDG, ISO), encouraging our clients to actively reference the policies to SDG contribution.
Finally, we encourage our clients to review their Responsible Investment Policies on a yearly basis to include LP preferences, reference to the most relevant global initiatives, update on means devoted to ESG, etc. We emphasize the need to review systematically any side letter signed with LPs and incorporate it at the next policy update review.
Once the policy is signed by our clients, we continue to advise them on how to take it to practice. In particular, we provide consultancy services on the following:
- Management company RI long-term strategy and yearly action-plans;
- Material themes to adress according to sector / global trends;
- ESG Governance at management company level, establishing Committees when appropriate, ESG roles and accountability;
- Stakeholder map, risk and materiality matrix at management company level;
- Management company strategic KPI design and selection;
- Automation of processes, specifically in KPI generation;
- Monitoring tools;
- Third-party assurance and audit of KPIs and reports.