the hold period
Please click on the different steps to learn more about them.
In order to establish a baseline, conduct a high-level review of the whole portfolio through surveys, management interviews or a review of available information to determine:
On the basis of the above, select which companies to focus the attention on first.
Note that sometimes the smaller investments or the seemingly innocuous might hold the bigger risks. To appropriately identify and be in a position to mitigate these risks, consider seeking help from external specialists.
At portfolio company level, and in collaboration with management:
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SECRET TO MAKING THE MOST OUT OF ESG DURING THE HOLD PERIOD
A case study on making the most out of ESG during the hold period.
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agreed that responsible investment adds financial value in private equity.
Source: PwC Global Private Equity LP Dialogue 2015 (no. responses 60)
regularly include ESG issues in the 100 or 180-day transformational plan, immediately following acquisition.
Source: PwC Global PE Responsible Investment Survey 2016