- Overview & Key Trends in ESG - Definitions & Investment Spectrum (ESG Integration, Impact Investing, CSR) - Illustrative Examples - International ESG Standards or “Alphabet Soup”? Where and how do they fit in? - TCFD/PRI/SDG/GIIN - What Matters in PE/VC? - Principle of Materiality- SASB
REGULATORY REQUIREMENTS: ESG MANAGEMENT STANDARDS & REGULATIONS AND TIMELINES
- MAS guidelines on Environmental Risk Management for Asset Managers - An introduction to the relevant ESG standards on specific topics, sectors pertinent to investing in Singapore/SEA - What PE/VC managers must know
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RELEVANCE OF ESG TO PE
- Case Study: Sharing from PE Manager - Platinum Equity
REGISTRATION
ESG INTEGRATION THROUGHOUT PE/VC INVESTMENT LIFE CYCLE: PRINCIPLES & PROCESSES
- Key ESG engagement points in direct investment lifecycle from Sourcing, Due Diligence, Ownership - Investment Themes/Negative Screening - ESG Assessment - Onboarding Management and Monitoring - Differences in Treatment between different Asset Classes
LP’S EXPECTATIONS: ESG MANAGEMENT FROM FUNDRAISING TO COMMITMENT, MONITORING, AND REPORTING
- Approaching Due Diligence (DD) Questionnaires e.g., ILPA/other LP DD Questionnaire - LP Communications, Tools, Side Letters - Issues and Challenges: Sharing from LP’s and GP’s perspectives – FMO, Affinity Equity Partners
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ESG INTEGRATION THROUGHOUT PE/VC INVESTMENT LIFE CYCLE: ANALYTICAL CASE STUDY