Palatine’s reputation for balancing sustainability and ESG with market leading returns is unrivalled. Our primary focus is on ensuring that ESG management contributes directly to the long-term success and sustainability of our portfolio companies. Transparency on ESG is clearly communicated to our investors.
Palatine’s approach to investor reporting is based on three factors:
- Systematic and meaningful ESG management processes that are well understood by the investment team and the portfolio companies
- A high degree of engagement on ESG management and evaluation so that quality data is fed into reporting
- A commitment from the top to use the process to drive value in each company, the appointment of an ESG ambassador on every board and recognition for companies that try hard and do well
The process begins with a baseline review of ESG performance on acquisition, leading to a full management report containing performance highlights and recommendations. The summary is used to help guide the board throughout the holding period and is updated annually for Palatine’s Investors’ Report.
A graphic report of some 20 thematic ESG KPIs is also used to show annual progress across the whole portfolio, illustrated with portfolio case studies. We believe this regular monitoring and feedback keeps ESG high on management team agendas, helps drive momentum and value and provides transparency for our investors.