About private equity

How private equity invests in privately-owned businesses, supports jobs and creates prosperity.

Members

Login to access your exclusive member-only content and account information.

Login

Not a member? Join us

  • Operate to the highest level of professional standards
  • Access authoritative industry research and data
  • Navigate the complex EU regulatory environment
  • Network and engage with industry leaders
Industry standards

ESG due diligence guide

Share

Invest Europe's How to Invest Responsibly - A Guide to ESG Due Diligence for Private Equity GPs and their Portfolio Companies guide provides a summary of emerging good practices for private equity managers, investors and portfolio company management teams. Its aim is to help them identify and address material ESG risks and opportunities during the pre-investment and ownership phases.

What is inside?

  1. Pre-investment: best practices that a GP can take in its ESG screening and due diligence processes 
  2. Post-transaction: steps a GP can take to incorporate ESG into its ownership practices and engagement with company management 
  3. Due Diligence Questionnaire: a comprehensive list of questions covering common themes across the ESG agenda 

This members-only guide, prepared in cooperation with the Invest Europe Responsible Investment Roundtable, aims to serve as a useful tool for those members starting to implement ESG policies, as well as those wishing to improve their existing processes.

Guide to ESG Due Diligence for Private Equity GPs and their Portfolio Companies Image Members Icon

Guide to ESG Due Diligence for Private Equity GPs and their Portfolio Companies

20 Mar 2019
Invest Europe

This voluntary best practice guide aims to help private equity firms identify and address material ESG risks and opportunities, both prior to investment and during the ownership period. It also includes a comprehensive questionnaire covering a wide range of ESG issues.

Download (Member only) PDF 522.42 KB (Member only)

Virtual Roundtable: ESG Is No Longer Optional. What Every Private Equity Manager Should Know

Responsible investment (or ESG) is becoming an essential part of doing business. Private equity managers must consider a range of issues, from the diversity in their teams to the carbon emissions stemming from their portfolios. If not, they risk losing investors' confidence and access to deals. This trend will only grow.

The challenge today is to formalise ESG policies to meet these higher standards. In June 2019, Invest Europe’s webinar, organised in collaboration with Navatar, brought together industry experts to discuss how GPs should present their ESG frameworks to investors, as well as the critical considerations to be made during the pre-investment due diligence, portfolio monitoring and exit phases. Topics covered included:

  • How an ESG strategy can make or break a deal
  • What LPs want to see in a GP’s policies and practices
  • How GPs can take their ESG DDQs to the next level
  • Automation, plastics and other emerging ESG risks

The webinar recording is available here.

In this section
Meet the expert

Professional Standards

Erika Blanckaert Image

Erika Blanckaert

Public Affairs

Senior Public Affairs Manager

Share

What can I do to manage cookies stored on my computer or phone?

You can accept or refuse cookies. Accepting cookies is usually the best way to make sure you get the best from a website.

Most PCs automatically accept them but you can change your browser settings to restrict, block or delete cookies if you want. Each browser is different, so check the 'Help' menu of your particular browser (or your mobile phone's handset manual) to learn how to change your cookie preferences. Many browsers have universal privacy settings for you to choose from.

Help on how to set and customise your cookie settings for your browser

How to manage cookies in Internet Explorer

Cookie settings in most versions of Internet Explorer can be found by clicking the tools option and then the privacy tab.

How to manage cookies in Firefox

Cookie settings in Firefox are managed in the Options window's Privacy panel. See Options window - Privacy Panel for information on these settings.

How to manage cookies in Chrome

Click on the spanner icon on the toolbar, select settings, click the under the bonnet tab, click on content settings in the privacy section.

How to manage cookies in Opera 

You can manage cookies in Opera if you Click on settings, then Preferences, then Advanced and finally Cookies

How to manage cookies in Safari

Choose Safari, then preferences and then click security. You should then be able to specify if and when Safari should accept cookies.

To manage cookies on your mobile phone please consult your manual or handbook.

Get more help about how cookies work with specific browsers.

What happens if I don't accept cookies?

If you decline cookies, some aspects of Invest Europe site may not work on your computer or mobile phone and you may not be able to access areas you want on the website. For this reason we recommend that you accept cookies.

What happens if I delete my cookies?

If you delete all your cookies you will have to update your preferences with us again and some aspects of our site may not work.

What happens if I change computers or mobile?

If you use a different device, computer profile or browser you will have to tell us your preferences again.

If you'd like to learn more about cookies in general and how to manage them, visit aboutcookies.org.

We can't be responsible for the content of external websites.

Opt-out of cookies

Login

Join today

This is for members only. To view in full login or join Invest Europe today.