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Private equity - ESG integration

The basis of our sustainability approach is active dialogue with private equity managers we have selected on how they integrate ESG factors in their investments. ESG analysis is integrated in all stages of our investment process, as shown in the figure below.
Read more on Sustainability and ESG Integration at Robeco Private equity
ESG Reports
2016 2015

We monitor the ESG performance of the private equity managers that are part of our Engagement Program, we assess it across our portfolio and report on it to our investors. We use the PRI Reporting Framework for annual ESG monitoring of the managers. In this way we reduce the reporting burden of the PRI signatories among the managers in our ESG Engagement Program and help promote responsible investing and the PRI tools and solutions.

We also engage with the private equity managers on ESG incidents in their portfolio companies. As part of our monitoring process we track ESG alerts that RepRisk records for the portfolio companies. When alerts indicate a material ESG issue in a particular company or fund we get into a dialogue with the affected manager(s).

Our annual engagement reports provide more detailed information on the ESG performance and best practices of private equity funds that participate in our ESG Engagement Program. 

Robeco Private Equity is actively involved in the following multilateral ESG initiatives for private equity:

Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
I Disagree