Ethical investment

PE-backed small and mid-cap companies keen to embrace ESG issues, says survey

Small and mid-cap companies funded by European private equity are keen to integrate ESG issues, according to a survey by OFI Asset Management’s private equity multi-management.

 
The main findings of the survey reveal that: human capital is a key factor for long-term investment; companies seem determined to seize environmental challenges immediately, in spite of the lack of regulatory constraints; and corporate Social Responsibility is viewed as a key issue for companies of all sizes.
 
The inclusion of ESG factors – both in the context of listed or non-listed investments – is a key component of the OFI Group’s SRI investment approach, and is in keeping with the group’s historical commitment to mutualistic values and to the Principles for Responsible Investment.
 
The aim of this survey, which covered around 60 private equity firms and 100 funds, including over 300 European companies, was to measure how far fund management companies and their holdings have embedded ESG into their business, based on extra-financial statistical indicators.
 
Jerome Delmas and Isabelle Combarel, respectively chief investment officer and head of investments at OFI Asset Management, say: “With this survey, our goal is to support the integration of ESG throughout the private equity space. These players are able to leverage on existing resources in order to deploy best practices within each company and therefore be singled out and recognised for their leadership.”

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