Responsibility

Guided by our values of humility, honesty, excellence, and courage, we manage environmental, social, and governance (ESG) considerations in our portfolio companies and at Montagu.

Responsible

Investment

Responsibility is at the core of our investment philosophy

ESG factors are considered during the entire investment process from origination through to exit. During ownership, we support management teams to set targets and implement action plans by:

  • Delivering responsibility focused training and workshops
  • Sharing best practice playbooks and guidance
  • Providing access to a global network of advisors
  • Connecting our portfolio companies to share knowledge and case studies
2022

Montagu set a science-based target

2021

Montagu joined the ESG Data Convergence Initiative 

2019

Montagu became a UNGC signatory

2015

Montagu became a PRI signatory

Responsibility Update April 2023
Sustainability Update April 2022

We support our portfolio to identify and manage ESG risks & opportunities to drive long lasting value.

Ed Shuckburgh, Managing Partner - CEO, Montagu

Portfolio Key Statistics

*These figures relate to the 2022 reporting year

100%

of companies have a whistleblowing procedure

10

companies have made a Board commitment to set a science-based target

85%

of companies have a cyber security policy

73%

of companies have a sustainability group

73%

of companies have an employee engagement survey

Find our more about our portfolio case studies

Critical Data

ISI Emerging Markets Group

ISI Emerging Markets Group is the leading provider of macroeconomic, business and industry intelligence on global emerging markets.

Published May 2023

Group 3
Healthcare

Nemera

Nemera is a leading healthcare technology company providing drug-delivery device solutions to billions of patients across 54 countries.

Published May 2023

Digital Infrastructure

ITRS Group

ITRS Group is a leading global provider of real-time monitoring and analytics software for the “always on” enterprise, used by >5,000 clients globally to manage their operations and ensure operational resilience.

Published May 2023

Group 3
Healthcare

HTL Biotechnology

HTL is a biotechnology company, leading in the development and production of pharmaceutical-grade Hyaluronic Acid and other biopolymers. The company has over 30 years’ experience in making innovative functional biopolymers, designed to improve the lives of its customers.

Published May 2023

Financial Sector Services

Open Gi

Open GI is a leading insurance technology partner, delivering reliable yet mission-critical software solutions to brokers, insurers and Managing General Agents (MGAs) across the UK and Republic of Ireland.

Published May 2023

Miraclon

Following the carve out from Eastman Kodak Company, ESG integration was established as part of the key priorities for the business.

Published April 2022

Group 3
Healthcare

Arkopharma

During Montagu’s ownership, Arkopharma has continued to work closely with its partners and suppliers to preserve natural resources, combat climate change, and protect biodiversity.

Published April 2021

Digital Infrastructure

Wireless Logic

With over 16,000 customers, Wireless Logic is helping to accelerate the pace of environmental, social and economic progress. Below you’ll find a few examples of how Wireless Logic’s solutions are benefitting the world as well as its customers.

Published April 2021

Hear more from our portfolio

ESG at RTI Surgical
ESG at Nemera
ESG at ITRS Group

Responsibility Reports and Policy

Our Annual Responsibility Report provides an update on the status and progress of Montagu and our portfolio companies.

TCFD Report 2022
Download
Responsible Investment Policy
Download
Responsibility Disclosure 2021 (SFDR)
Download
Responsibility Report 2022
Download
Responsibility Report 2021
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Responsibility Report 2020
Download
Responsibility Report 2019
Download
Responsibility Report 2018
Download
Responsibility

At Montagu

A brief overview

Our commitment to responsibility extends across our portfolio and own operations. We continuously review our own performance and identify opportunities to do better.

 

Our impact on the environment

Reduce Montagu’s carbon footprint, including increasing recycling, reducing waste and developing awareness of ‘green’ solutions.

Diversity & Inclusion

Promote diversity and inclusion across Montagu.

Community Engagement

Positively impact our community and enable its
development.

Learning & Development

Provide opportunities for employees to develop and advance their careers

Employee Wellbeing

To maximise our employees’ wellbeing.

The Montagu Plan summarises our key focus areas and reflects our commitment to change.

Committed to

Responsibility & Climate

Carbon Neutral Plus Organisation

At Montagu, we recognise the urgent issue of climate change, and are committed to supporting the transition to a low / zero carbon economy. We are proud to say that Montagu has been carbon neutral across our operational emissions since 2019, although our focus continues to be on emissions reductions.

Initiative Climat International (iCI)

Since 2020, Montagu has been a member of the Initiative Climat International (iCI), committing to share best practices among private equity peers to help build and manage climate-aligned and resilient portfolios.

Signatory of the UNPRI

As part of our commitment to ethical and responsible investing, Montagu has been a signatory to the UN Principles for Responsible Investment since 2015.

ESG Data Convergence Initiative

In 2021, Montagu joined the ESG Data Convergence Initiative, a global initiative that seeks to standardise ESG metrics and provide a mechanism for comparative reporting for the private market industry.

UN Global Compact

Since 2019, Montagu has been committed to the UN Global Compact corporate responsibility initiative and its principles in the areas of human rights, labour, the environment and anti-corruption.

TCFD

Montagu is a supporter of the Task Force on Climate-related Financial Disclosures (TCFD) . We are committed to work towards creating a more resilient financial system & safeguarding against climate risk through better disclosures.

Responsible Investment Roundtable

The Responsible Investment Roundtable aims to promote responsible investment practices and the consideration of ESG issues throughout Invest Europe’s membership and the broader private equity community.

Science Based Targets Intiative 

Montagu has received validation by the Science Based Targets initiative (SBTi) for its greenhouse gas emissions (GHG) reduction targets. As one of the first PE firms to adopt science-based targets, the validation confirms Montagu’s commitment to acting on climate change and its pledge to build and grow sustainable businesses. The targets apply to Montagu’s corporate operations and its portfolio of investments and are in line with a 1.5 °C pathway.

Committed to

Diversity & Inclusion

ILPA Diversity in Action

As part of our commitment to advancing diversity, equity, and inclusion in the private equity industry, Montagu became a signatory of The ILPA Diversity in Action initiative in 2021.

Level 20

We’re proud to support Level 20, a not-for-profit organisation, set up in 2015, to inspire more women to join and to succeed in the private equity industry.

Out Investors

We are proud to be a member firm of Out Investors – a global organisation with the mission to make the direct investing industry more welcoming for LGBT+ professionals.

Montagu in the community

We want to support initiatives that encourage positive change in our community.  We continue to support several local charities and organisations including South London Cares and St. Thomas the Apostle College.

One Southwark

We are proud to support One Southwark , part of United St Saviour’s Charity. The charity supports the communities of Southwark through grant-making programmes, helping to tackle social need by investing in exciting projects that offer both proven and innovative ways of solving problems. This programme is pioneering, being driven by a Coalition of businesses, residents, charities and funders, of which Montagu is a contributor.

We are delighted to be a member of Investing in Ethnicity, an organisation that works with businesses to drive change and progress ethnicity agendas within companies.