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.

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:

ESG Reports
2016 2015