Our commitment to responsible investing commences prior to acquisition where we evaluate environmental, social and governance (ESG) risks and opportunities. Throughout our ownership, we work with our portfolio companies to deliver results supported by strong ESG practices.
Since 2012, we have been integrating responsible investment practices into our process and we continue to do so in a way which delivers value to our investors.
Our Commitment
PEP takes environmental, social and governance factors into account throughout its investment activities and supports the efforts of our industry to promote the highest standards for ethical investing and improved transparency. Since 2012 we have been a signatory to the United Nations Principles of Responsible Investing (UNPRI). PEP acknowledges the value responsible investing adds to a business and the value our investors place on the ethical and responsible allocation of capital. PEP identifies risk and opportunities related to ESG through its investment process and works with portfolio companies to enhance their offering, ensuring PEP is building more resilient and sustainable businesses into the future.
We invite you to read our own Responsible Investing Policy that details our commitment to environmental, social and governance factors that we take into account through our investment activities. The risks and opportunities that ESG factors may pose and how we might identify and manage those risks, whilst taking advantage of the opportunities, guides the way we invest and ensures we carefully consider not just the portfolio performance, but also the communities, environment and markets in which our businesses operate.
Pacific Equity Partners has been certified Climate Active Carbon Neutral for FY20 and FY21. We are conscious of our business operations impact on the environment and are determined to work towards reducing our carbon footprint. For details, please read our Public Disclosure Statement.
ESG factors may include:
- Environmental issues – such as the efficient use of natural resources, water, biodiversity, energy and climate change and waste
- Social issues – such as health and safety, employee conditions, human rights, and the social and economic development of communities affected by our businesses
- Governance issues – such as corporate governance, bribery, privacy and other business integrity issues
Transparency and disclosure
We want our investors, operating companies, employees, and all parties with whom we do business to know we strive to work in a responsible and ethical way. Integrity and professionalism are principal components of the way we seek to do business.
Case Studies
Supporting good citizenship
We believe that charitable contribution is essential to the functioning of any organisation, but we also believe that how that contribution is expressed is a matter of personal conscience. We encourage our team to give generously of their time and resources outside of the workplace in the ways that suit them best.
Our supportive initiatives include:
- A Workplace Giving Program that empowers employees to donate to their preferred charities from their pre-tax pay. It is an efficient model for both donors and recipients.
- PEP employees currently support over 20 charitable organisations via Workplace Giving. A few of these are shown here
- Several of our portfolio companies also offer workplace giving programs with input from their employees
- Encouraging giving of personal time and resources. Our team have contributed to projects that have included:
- establishing Australia’s first and largest domestic payroll giving agency
- analysis that improved organ transplant effectiveness
- important research on tackling obesity – service on numerous charitable boards and projects
- investing in and advising social ventures
