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.

Commitment to Investors

Commitment to portfolio companies

We have developed a Responsible Investment (RI) framework for embedding ESG into our portfolio. The framework ensures rigour and consistency in the way we focus and action ESG activities and opportunities. It includes:

  • Our investment code setting out our principles and objectives regarding responsibility and ESG
  • Our 6 Pillar thematic framework of Impact and ESG
  • RI manual outlining our investment strategy and the responsibilities of our investment team
  • RI tools to help us identify key ESG risks in our investments at the pre-deal stage
  • Consistent expert processes to evaluate and improve post deal ESG performance

ESG outcomes from the portfolio

0
92
%

have taken steps to reduce energy use and carbon emissions

0
78
%

actively managing travel and transport emissions

0
54
%

have defined screening for ESG factors across the supply chain

0
77
%

have below national average employee absence rates

0
2814

hours employees spent supporting local communities and charities

0
61
%

of companies have one or more women on the main board of directors

Transformation in ESG management

– The Alchemist

At the top of our agenda is transformation in ESG management. Palatine is a perfectly placed investor to support our brands given the team’s strong ESG know-how and track record. The team contributes ideas, highlight opportunities and provide rigorous monitoring which has helped our management team and staff to achieve significant strides in ESG.

Paul Campbell – Non-Executive Director
The Alchemist and Gusto

We focus on people in the companies we back. Investing in people is what we do and this goes beyond the business community. We care about people in our local communities and those who are from disadvantaged backgrounds who need our support. This is why we have established a charitable trust and why we help causes close to our hearts.

Commitment to communities and charities

Tackle4MCR

We are one of the founding partners of Tackle4MCR, a charity initiative spearheaded by Andy Burnam and Vincent Kompany, addressing rough sleeping in Manchester. We support this charity as the initiative is a testament to the generosity of the Manchester community and we want to ensure the momentum created by the ‘Greater Manchester Mayor’s Homelessness Fund’ continues.

OnSide Youth Zones

– Junkyard Golf

Onside Youth Zones is designed to give young people somewhere to go, something to do and someone to talk to. We support this charity so Onside can fund further Youth Zones opening across UK towns and cities. The Junkyard Golf tournament involving local business people is one of the ways we help raise funds for Onside.

Reach Out

We support Reach Out which is a mentoring charity working with young people in disadvantaged communities to raise aspirations and help them grow in character and attainment.