Partners Group Holding AG · SIX:PGHN
Partners — ESG Presentation (April 2020)
23 slides from Partners's sustainability presentation, Apr 2, 2020
Slide 1: Corporate sustainability update 2019
2 APRIL 2020 Corporate sustainability update 2019 Grace del Rosario Castaño Board Member | André Frei Co-CEO | David Layton Co-CEO | Fredrik Henzler Head IVC | Carmela Mondino ESG Raymond Schnidrig Chief Technology Officer | Annette Nanzer Roten Head Human Resources Europe For Institutional Use Only
Slide 2: Partners Group has a long-standing commitment to sustainability
CORPORATE SUSTAINABILITY UPDATE 2019 2 Partners Group has a long-standing commitment to sustainability Since 2006, we have been a All investments comply with our In 2018, we took our approach committed leader in responsible investment one step further responsible investing, framework with by launchi
Slide 3: Table of contents
CORPORATE SUSTAINABILITY UPDATE 2019 3 Table of contents 1 Introduction 2 2019 ESG highlights from our portfolio 3 2019 corporate highlights 4 Stakeholder impact
Slide 4: Clear oversight of sustainability topics at Board and Executive Committee level
INTRODUCTION 4 Clear oversight of sustainability topics at Board and Executive Committee level Partners Group's sustainability governance structure Grace del Rosario-Castaño André Frei Independent Board Member Co-CEO Board of Directors Executive Committee Investment Oversight Committee Investments C
Slide 5: Table of contents
CORPORATE SUSTAINABILITY UPDATE 2019 5 Table of contents 1 Introduction 2 2019 ESG highlights from our portfolio 3 2019 corporate highlights 4 Stakeholder impact
Slide 6: COVID-19: impact on our portfolio and ESG activities
2019 ESG HIGHLIGHTS FROM OUR PORTFOLIO 6 COVID-19: impact on our portfolio and ESG activities Our focus areas Actions undertaken • Health & safety Increasing sanitation measures across portfolio Early measures undertaken to ensure the health & companies and ensuring staff practice social distancing,
Slide 7: Partners Group's approach to ESG integration: key engagement points
2019 ESG HIGHLIGHTS FROM OUR PORTFOLIO 7 Partners Group's approach to ESG integration: key engagement points Sourcing Due diligence Holding Reporting • ESG investment • ESG Due Diligence • On-board management to • Highlight ESG project themes proposed Assessment completed to our responsible investme
Slide 8: ESG highlights of Partners Group's direct investment portfolio in 2019
2019 ESG HIGHLIGHTS FROM OUR PORTFOLIO 8 ESG highlights of Partners Group's direct investment portfolio in 2019 ** Note: data from Partners Group's annual ESG KPI Survey of its direct lead and joint-lead investments, showing impacts generated over one year, between 1 July 2018 and 30 June 2019. *Was
Slide 9: Partners Group's proprietary ESG Dashboards: an innovative view of the portfolio
2019 ESG HIGHLIGHTS FROM OUR PORTFOLIO 9 Partners Group's proprietary ESG Dashboards: an innovative view of the portfolio Tracking and reporting on key environmental, social and governance KPIs: E Environmental management Climate change Energy management Waste management Environmental GHG intensity
Slide 10: Our private equity ESG Dashboard in 2019
2019 ESG HIGHLIGHTS FROM OUR PORTFOLIO 10 Our private equity ESG Dashboard in 2019 Note: if companies were unable to report a given metric in 2019 (indicated in the table with "-") but took steps towards being able to report it in 2020, this was considered as an improvement in performance. For the c
Slide 11: Portfolio-wide "sweeps": a systematic approach to tackling key ESG topics
2019 ESG HIGHLIGHTS FROM OUR PORTFOLIO 11 Portfolio-wide "sweeps": a systematic approach to tackling key ESG topics High Medium Low In 2019, we prioritized health & safety and fraud risk as the first two sweeps For illustrative purposes only. Source: Partners Group (2020).
Slide 12: Impact investment case study: Techem
2019 ESG HIGHLIGHTS FROM OUR PORTFOLIO 12 Impact investment case study: Techem Focus Energy infrastructure: "sub-metering", Germany Enabling energy savings by monitoring and optimizing usage Active ownership primary lever to create impact-at-scale Sector: Energy Investment rationale infrastructure •
Slide 13: Table of contents
CORPORATE SUSTAINABILITY UPDATE 2019 13 Table of contents 1 Introduction 2 2019 ESG highlights from our portfolio 3 2019 corporate highlights 4 Stakeholder impact
Slide 14: Focusing on achieving "ownership excellence"
2019 CORPORATE HIGHLIGHTS 14 Focusing on achieving "ownership excellence" Key corporate initiatives launched in 2019 Cell Operational PG Leadership Excellence Academy • Ideal org. structure • Strengthen our • Innovative, firm-wide and mindset change internal processes, learning and to 'own the busin
Slide 15: Diversity and inclusion is a key area of focus for Partners Group
2019 CORPORATE HIGHLIGHTS 15 Diversity and inclusion is a key area of focus for Partners Group Gender diversity at Partners Group: where do we stand today? 1 Headcount by rank and gender Rank Female Male Total Junior 274 208 482 Mid-level 237 366 603 Senior 63 214 277 Managing Directors & Partners 9
Slide 16: Promoting gender diversity: targets and initiatives
2019 CORPORATE HIGHLIGHTS 16 Promoting gender diversity: targets and initiatives Diversity and Inclusion Working Group Key targets for promoting gender diversity1 Diversity & Inclusion Executive Working Group Committee 25 (DIWG) Female Partners & Partners & MDs Group Employees Purpose: Coordination
Slide 17: Our strategy on climate change
2019 CORPORATE HIGHLIGHTS 17 Our strategy on climate change Strategy definition Embedded into investment and ownership process • Develop a platform-wide Climate Change Strategy • Formalize Partners Group's approach to managing climate risks and impacts across our company and our portfolio Commitment
Slide 18: Table of contents
CORPORATE SUSTAINABILITY UPDATE 2019 18 Table of contents 1 Introduction 2 2019 ESG highlights from our portfolio 3 2019 corporate highlights 4 Stakeholder impact
Slide 19: As a responsible owner, we positively impact stakeholders in our portfolio
STAKEHOLDER IMPACT 19 As a responsible owner, we positively impact stakeholders in our portfolio Satisfaction & engagement Personal growth & development Financial access • Engagement surveys • Leadership training • Employee hardship fund • Annual employee awards • Development training • Employee par
Slide 20: Systemic Stakeholder Benefits Program under consideration
STAKEHOLDER IMPACT 20 Systemic Stakeholder Benefits Program under consideration We want to allocate a portion of the value created to generate significant stakeholder impact Year 1 2 3 4+ • Re-investing a percentage of EBITDA growth Task during ownership in Stakeholder Benefits Program Staffing Cont
Slide 21: In a next step, we will open the dialogue with our investors and the industry
STAKEHOLDER IMPACT 21 In a next step, we will open the dialogue with our investors and the industry Broaden the discussion Structured dialogue based on with our stakeholders stakeholder and investor feedback Near Term Develop the concrete Design reporting initiatives framework Medium Term Formalize
Slide 22: Contacts
22 Contacts Investor relations contact: Zugerstrasse 57 Philip Sauer 6341 Baar-Zug T +41 41 784 66 60 Switzerland philip.sauer@partnersgroup.com T +41 41 784 60 00 partnersgroup@partnersgroup.com Media relations contact: Jenny Blinch www.partnersgroup.com T +44 207 575 25 71 jenny.blinch@partnersgro
Slide 23: Disclaimer
IMPORTANT NOTICE 23 Disclaimer NEITHER THE INFORMATION IN THIS DOCUMENT NOR ANY RELATED MATERIALS MAY BE TAKEN OR TRANSMITTED INTO THE UNITED STATES OR DISTRIBUTED OR REDISTRIBUTED, DIRECTLY OR INDIRECTLY, IN THE UNITED STATES, AUSTRALIA, CANADA OR JAPAN. This presentation is to the recipient and ha
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