Acting responsibly is at the heart of what we do, both in our own business and in the way we invest.

We invest in businesses with motivated employees who provide critical products and services that are highly valued by their customers, respected by their regulators, considerate to the environment and welcomed by the communities in which they operate.

By doing this we build a portfolio that we and our investors can be proud of and will also achieve positive returns.

Responsible portfolio management

As part of our Policy on Responsible Investing we will always consider ESG factors during the investment process. These issues are evaluated for each portfolio company both when making the investment decision and throughout our investment.

We apply our ESG approach to all of our active funds: Montagu IV, Montagu V and Montagu VI, covering all of our €8bn assets under management (as of January 2021).

A comprehensive operating framework

We have designed our own comprehensive operating framework, which is core to our investment philosophy and integrated into our investment process.

To identify the relevant factors to an investment, we look to understand and identify the interests of all stakeholders, such as employees, customers, suppliers, communities or the environment.

Having worked out what matters to them, we seek to identify opportunities for improvement in three interlinked areas:

Corporate Opportunities & Risks

Areas where better addressing stakeholder interests will generate investment returns or reduce investment risk.

Responsible Ownership

The responsibility of Montagu and the companies we invest in to uphold the highest standards and treat stakeholders with respect.

Governance & Initiatives

Best practice processes for oversight, continuous learning & improvement. We ask the companies we invest in to meet a set of good practice governance practices, for example, a risk committee and a code of conduct for employees and monitor compliance with these standards.

Montagu believes that good ESG management is both the right thing to do and that by doing this, we generate better returns.

Cementing our beliefs

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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 since 2019.

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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.

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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.

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Initiative Climat International (iCI)

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

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ILPA Diversity in Action

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

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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.

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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.

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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.


To learn more about our Responsible Investment approach, please contact