The basis of our sustainability approach is active dialogue with private equity fund managers on how they integrate ESG factors in their investments. ESG analysis is integrated in all stages of our investment process in the following ways:
Assessment of the fund manager’s willingness to comply with the Robeco Private Equity’s ESG requirements and the analysis of past ESG incidents related to the fund manager’s existing portfolio companies.
Detailed ESG due diligence to assess the current ESG framework and identification of areas for improvement.
Annual ESG assessments and dialogue with the managers focused at improving their ESG integration over time.
A dedicated sustainability specialist within the Private Equity team makes sure that ESG factors have sufficient weight in the decision-making process and integrated in the ownership period.
ESG monitoring and a structured dialogue with PE managers on ESG issues and how they manage these in their portfolio companies manifest the core of our ESG approach. As part of the monitoring PE fund managers undergo an annual ESG assessment in which the progress of their ESG integration is evaluated. The assessment helps identify opportunities for improvement and the ESG information obtained through the assessment serves as input for the feedback to the managers and for the annual engagement report. The annual ESG engagement report brings examples of how funds deal with ESG issues faced by their portfolio companies and an overview of the funds’ absolute and relative ESG performance over time. The public version of the report includes examples of good ESG practices which can be very useful by PE funds that are still exploring how to integrate ESG issues in the investment process.
The feedback-loop with the PE fund managers has proven to be the most appreciated and distinguishable element of our engagement approach. Through ESG assessment and monitoring of PE fund managers Robeco Private Equity advocates ESG integration and contributes to better portfolio risk management.
Robeco Private Equity applies Robeco’s Exclusion Policy in its investment decisions.
Robeco Private Equity is leveraging on the broader Robeco sustainability and ESG knowledge platform and has access to the tools and resources developed by RobecoSAM Sustainability Investing Research team and Robeco’s Active Ownership team.
Robeco Private Equity is actively involved in the following collaborative ESG initiatives for private equity:
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