Guidelines for Disclosure and Transparency in Private
This annual review is prepared by Montagu Private Equity LLP in
accordance with the Guidelines for Disclosure and Transparency in
Private Equity issued in November 2007 following the Walker Review
and as updated by subsequent reports issued by the Guidelines
latest annual review.
Socially Responsible Investment
Montagu pays close attention to ethical, social and
environmental considerations when exercising its investment
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To date, the private equity community has tended to address issues
surrounding Socially Responsible Investment ("SRI") implicitly
rather than explicitly. With commitments to private equity
increasingly being seen as a core asset class by institutional
investors, Montagu anticipates that SRI issues will correctly
assume an increasing importance in private equity investment
SRI at Montagu involves considering environmental, public health,
safety and social issues associated with Portfolio Companies when
evaluating whether to invest in a Portfolio Company as well as
during the period of ownership.
Montagu believes that a key part of the role of SRI is to improve
the environmental, social and corporate governance ("ESG") of a
portfolio company, in particular when considering the post
acquisition strategy for potential investments.