Invest Europe

Responsible investment bibliography

External resources

18 Oct 2019

Many other industry associations, international organisations and financial institutions share Invest Europe's focus on ESG. They regularly produce standards and other materials relating to responsible investment in the private equity industry. A wide selection of these is available in our Responsible Investment Bibliography.

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Industry standards ESG External resources

Th Responsible Investment Library

Private equity associations' codes and guidance

Invest Europe Professional Standards Handbook

Invest Europe Climate Change Guide: Translating theory into practice

Part 1 - Introduction to climate change
Part 2 - Engaging portfolio companies
Part 3 - Setting targets as part of a business plan

BVCA Guide to Responsible Investment

BVCA Walker Guidelines

American Investment Council Guidelines for Responsible Investing

ILPA Private Equity Principles

A Guide on Climate Change for Private Equity Investors (Institutional Investors Group on Climate Change - IIGCC - and PRI)

EMPEA: Impact Investing Resources

UN conventions and initiatives

PRI Guidance on Incorporating ESG Provisions in Fund Terms

PRI Principles for Responsible Investment

PRI: Responsible Investment in Private Equity - A Guide for Limited Partners

PRI: Integrating ESG in Private Equity - A Guide For General Partners

PRI: Integrating ESG in Private Equity – A Guide For General Partners - Case Studies

PRI: Aligning Expectations: Guidance For Asset Owners On Incorporating ESG Factors Into Manager Selection, Appointment And Monitoring

UN Global Compact
The UN Global Compact’s ten principles in the areas of human rights, labour, the environment and anti-corruption are derived from:

The UN Environment Programme’s Industry Report Cards on Environment and Social Responsibility

PRI LP Responsible Investment Due Diligence Questionnaire

PRI LP Responsible Investment DDQ – How To Use It

Other intergovernmental organisations

Organisation for Economic Co-operation and Development (OECD)

International financial institutions

IFC Performance Standards
(Environmental and Social Performance Standards and Guidance Notes)

IFC’s Environment and Social Management Toolkit

EBRD Environmental and social sustainability: Performance Requirements and Guidance

CDC ESG Toolkit

FMO – Environmental & Social management toolkit

Equator Principles

First for Sustainability

International ESG standards

ISO 26000 - Social Responsibility

ISO 9000 - Quality Management

ISO 14000 - Environmental Management

OHSAS 18000 - Occupational Health and Safety Standard

Additional sources of guidance

CFA Institute publication - Environmental, Social, and Governance Factors at Listed Companies: A Manual for Investors

World Economic Forum – Accelerating the Transition towards Sustainable Investing

ecoDa Guidance on Corporate Governance for Unlisted Companies in Europe

Swedish Corporate Governance Board and the Swedish Corporate Governance Code

UK Stewardship Code

Tomorrow’s Company

Reporting standards and tools

Invest Europe ESG Reporting Guidelines

PRI Reporting Framework

PRI Reporting Framework – Direct private equity

ESG disclosure framework for private equity

Global Reporting Initiative (GRI)

The International Integrated Reporting Initiative

Sustainability Accounting Standards Board (SASB) standards

Research reports

BSR: Reporting on Environmental, Social, and Governance Considerations in the Private Equity Sector - A Report for General Partners

Commonfund Institute: From SRI to ESG: The Changing World of Responsible Investing

Doughty Hanson/ WWF (2012): Private Equity and responsible investment: an opportunity for value creation

EDF: ESG management tool

Forget, V. (2012): Can Private Equity Funds Foster Corporate Social Responsibility?

Hal: The price of unsustainability: An experiment with professional private equity investors

INSEAD Global PE Initiative: ESG in private equity: A fast-evolving standard

KPMG: Expect the Unexpected: Building business value in a changing world
KPMG: A New Vision of Value: Connecting corporate and societal value creation

Malk/ EDF: ESG in Private Equity: Perspectives and best practices for managing ESG issues

Novethic (2011): Do GPs integrate ESG in France?

Pitchbook: 2015 Pitchbook Private Equity ESG Survey report

PwC & PRI: The integration of ESG issues in M&A transactions: Trade buyer survey results
PwC (2012): Responsible investment: creating value from environmental, social and governance issues
PwC: Putting a price on value
PwC: Total Impact Measurement and Management (TIMM)
PwC Sustainability goes mainstream: Insights into investor views