Invest Europe — fund
Invest Europe ESG reporting at fund level
Some Invest Europe questions belong to the vehicle rather than to any company in it — the fund's own policy, its exclusions, how ESG is handled at investment committee, what it commits to its LPs.
This dataset is that fund-level set, answered once per vehicle. Asking it of every portfolio company would produce twenty-two copies of the same answer.
Question index
General information
- Does your fund request any legal ESG commitment from portfolio companies?
- Policy describing the fund's approach to identifying and managing ESG factors in the investment cycle
- Policy describing the fund's approach to identifying and managing climate change factors in the investment cycle
- Does your fund use diversity clauses in termsheets or shareholder agreements?
- Has your fund adhered to the fundamental and internationally recognised ethical principles, including human rights and labour principles, as defined by the UN Global Compact?
- If no, please specify if and how you support the objective of establishing good corporate governance.
- Process to engage on a regular basis with portfolio companies to improve their ESG performance
- Monitoring processes to assess portfolio companies’ management of ESG performance
- Processes for portfolio companies to report major ESG incidents
- Process to assess the good governance practices of the portfolio companies at due diligence
- Process to monitor the good governance practices of the portfolio companies over time
- Process to assess the responsible AI practices of the portfolio companies at due diligence
Regulatory requirements
- Does the product commit to make sustainable investments?
- If yes - Minimum share of such investments
- Does the product commit to make EU Taxonomy-aligned investments?
- If yes - Minimum share of such investments
- Does the product commit to make investments with an environmental objective that do not meet the criteria of the EU Taxonomy?
- If yes - Minimum share of such investments
- Does the product commit to make investments with a social objective?
- If yes - Minimum share of such investments
- Does the product consider the most significant negative impact of its investments on the environment and society?
- Does the product have a greenhouse gas (GHG) emission reduction target?
- If yes - Main strategy followed to achieve such target
- If yes - Target's reduction ambition
- If yes - Target's financed emissions in baseline year
- If yes - Target's base year
- If yes - Target's target year
- If yes - Target's financed emissions in reporting year
- Does the product use a specific index as a reference benchmark?
- Does the product commit to make sustainable investments?
- If yes - Minimum share of such investments
- Does the product commit to make EU Taxonomy-aligned investments?
- If yes - Minimum share of such investments
- Does the product commit to make investments with an environmental objective that do not meet the criteria of the EU Taxonomy?
- If yes - Minimum share of such investments
- Does the product commit to make investments with a social objective?
- If yes - Minimum share of such investments
- Does the product consider the most significant negative impact of its investments on the environment and society?
- Does the product have a GHG emission reduction target?
- If yes - Main strategy followed to achieve such target:
- If yes - Target's reduction ambition
- If yes - Target's financed emissions in baseline year
- If yes - Target's base year
- If yes - Target's target year
- If yes - Target's financed emissions in reporting year
- If yes - Target's aim to limit global warming to 1.5°C
- Does the product use a specific index as a reference benchmark?
Social
- Total number of partners
- Number of female partners
- Number of non-binary partners
- Number of other partners (prefer not to disclose gender)
- Number of male partners
- Do you track gender diversity in your pipeline?
- If yes - Please specify the percentage of women in: All approaches received
- If yes - Please specify the percentage of women in: Approaches where formal due diligence is undertaken
- If yes - Please specify the percentage of women in: Approaches that resulted in a term sheet