Guidance and tools for identifying, evaluating and managing ESG factors at the company level, at all stages of the investment cycle.
Click on the chevrons below to go through each of the stages in the investment cycle.
How is this guidance of value to fund managers?
Fund managers need to follow robust and pragmatic procedures throughout the investment cycle to identify and analyse ESG factors, determine their relevance to each deal and ensure they are properly addressed.
For the fund manager, the benefits of utilising the procedures described in this section include:
Procedures setting out a fund’s approach to integrating ESG throughout the investment life cycle should be described as part of the fund’s ESG Management System.These procedures should build on ESG policies and cross-reference roles and responsibilities within the team, arrangements for internal reporting and reporting to LPs.