Partners Group Holding Ag · SIX:PGHN
Partners — ESG Presentation (March 2021)
30 slides from Partners's sustainability presentation, Mar 25, 2021
Slide 1: Corporate sustainability update 2020
25 MARCH 2021 Corporate sustainability update 2020 André Frei and David Layton Co-Chief Executive Officers | Carmela Mondino Head ESG | Kirsta Anderson Head Human Resources | Richard Thackray ODEG | Nicole Kenny ESG Kirsta Anderson Global Head Human Resources | Hans Ploos van Amstel Chief Financial
Slide 2: Our experience as a responsible investor allows us to be an ESG thought leader
CORPORATE SUSTAINABILITY UPDATE 2020 2 Our experience as a responsible investor allows us to be an ESG thought leader Since 2006, PG has been a All investments comply with Through PG LIFE3, we We developed our Climate committed leader in PG's Responsible take responsible Change Strategy in responsib
Slide 3: Our highlights in 2020
CORPORATE SUSTAINABILITY UPDATE 2020 3 Our highlights in 2020 100% A+ Our entire AuM is covered A+ ratings in each of We publicly support the by our Responsible the last six years from Task Force on Climate- Investment Policy and this the UN PRI's annual related Financial has been assured1 ESG asses
Slide 4: Table of contents
CORPORATE SUSTAINABILITY UPDATE 2020 4 Table of contents 1 2020 Corporate Sustainability Highlights 2 2020 ESG Highlights from our Portfolio 3 Stakeholder Impact
Slide 5: Executive Committee rotations from July 2021
2020 CORPORATE SUSTAINABILITY HIGHLIGHTS 5 Effective from 1 July 2021, rotations in the Executive Committee will ensure that there continues to be clear ownership of corporate sustainability topics Changing role Continuing in ExCo Joining ExCo André Frei David Layton Kirsta Anderson Chairman of Sust
Slide 6: Launch of Climate Change Strategy
2020 CORPORATE SUSTAINABILITY HIGHLIGHTS 6 Launch of Climate Change Strategy Climate Change Strategy Key commitments Corporate Portfolio • Partners Group's Achieving net-zero emissions Managing our investment for our Scope 1, Scope 2 and portfolio towards the approach to key Scope 3 greenhouse gas P
Slide 7: Renewable generation
2020 CORPORATE SUSTAINABILITY HIGHLIGHTS 7 Our infrastructure portfolio has significant renewable energy exposure… • Focus on reducing carbon emissions with cleaner generation Renewable sources like wind and solar generation • Partners Group's current generation capacity is well ahead of the 2025 ta
Slide 8: Power flexibility & natural gas
2020 CORPORATE SUSTAINABILITY HIGHLIGHTS 8 …and supports the energy transition through select assets in the power flexibility & natural gas space Power • Challenges to integrate intermittent renewables and maintain flexibility & system reliability natural gas • Natural gas is key to global transitio
Slide 9: Reaching the next phase of Ownership Excellence
2020 CORPORATE SUSTAINABILITY HIGHLIGHTS 9 Reaching the next phase of Ownership Excellence Cell PG Employee Leadership Academy Survey • Structure and • Innovative, firm- • Annual firm-wide mindset change to wide learning and employee survey 'own the business' development • Ensure employee and 'care
Slide 10: Diversity & Inclusion is a key area of focus for Partners Group
2020 CORPORATE SUSTAINABILITY HIGHLIGHTS 10 Diversity & Inclusion is a key area of focus for Partners Group Where did we stand at the end of 2020?1 39% 25% 14% 602 / 1533 2/8 1/7 employees employees employees female employees female Board female Executive across entire firm members Committee members
Slide 11: Our Diversity & Inclusion Committee has three focus areas
2020 CORPORATE SUSTAINABILITY HIGHLIGHTS 11 Our Diversity & Inclusion Committee has three focus areas Employee networks Hiring & onboarding The The The Women's Black LGBT++ Culture & retention Network Network Network Focus areas Progression & development For illustrative purposes only. Source: Partn
Slide 12: Partners Group is committed to equal pay for equal work
2020 CORPORATE SUSTAINABILITY HIGHLIGHTS 12 Partners Group is committed to equal pay for equal work Fair Pay Certification • Partners Group is committed to fair pay between genders across all levels of seniority. • Fair pay equates to equal pay for equal work. • We analyse internally the total compe
Slide 13: Table of contents
CORPORATE SUSTAINABILITY UPDATE 2020 13 Table of contents 1 2020 Corporate Sustainability Highlights 2 2020 ESG Highlights from our Portfolio 3 Stakeholder Impact
Slide 14: Partners Group's approach to ESG integration: key engagement points
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 14 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 investm
Slide 15: Our ESG vision
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 15 Our ESG vision: "We maintain our global leadership position in building sustainable businesses" Our objectives ESG integration Accountability Impact leader Embed ESG into the Hold ourselves and our investment Maintain our leadership strategy, direction and p
Slide 16: ESG highlights of Partners Group's direct investment portfolio in 2020
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 16 ESG highlights of Partners Group's direct investment portfolio in 2020 Note: data from our annual ESG KPI Survey, as of 30 June 2020. Once a year, we survey our direct lead and joint-lead investments on key aspects of their ESG performance. We use the data f
Slide 17: Our Portfolio Company Employee Support Fund is making a meaningful impact
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 17 Our Portfolio Company Employee Support Fund is making a meaningful impact Supporting employees through financial hardship Examples of common employee support needs As of March 2021: 1 Lost income from reduced hours or quarantine • CHF 10 million committed to
Slide 18: Headline ESG topics
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 18 Headline ESG topics Climate Diversity & ESG in our Change Inclusion board rooms E S G We are evolving our approach to ensure that our portfolio is prepared to address these topics effectively For illustrative purposes only. Source: Partners Group (2021).
Slide 19: We measure climate-related risks and develop concrete carbon reduction actions
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 19 E We measure climate-related risks and develop concrete carbon reduction actions Climate-related risks and measurements Climate risk Measurement Action USD 2.3m 80% Financial impact of climate- of our PE companies Pilot climate change related hazards reporte
Slide 20: We developed a systematic approach to Diversity & Inclusion across our portfolio
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 20 S We developed a systematic approach to Diversity & Inclusion across our portfolio More systematic approach in 2020 Pre- • Focus on individual engagements with portfolio companies 2020 • Steady increase of female management across our PE portfolio (2018-2020
Slide 21: Establishing a clear board development plan is key for strong ESG performance
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 21 G Establishing a clear board development plan is key for strong ESG performance Board Development Plan Overall Board Health 2.83 / 4.00 71% 1) Vision & Strategy 3.45 20% Vision 4.00 30% • Annual visits of our direct portfolio Purpose 3.00 50% Strategy 4.00 1
Slide 22: We identify best practice examples and share them across our platform
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 22 G We identify best practice examples and share them across our platform Best Practice Example: USIC • Annual delivery of 80m locates to prevent underground utility damage in North America • USIC's strategy encompasses initiatives and programs focused on ESG:
Slide 23: Partners Group's proprietary ESG Dashboards
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 23 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 24: Our private equity ESG Dashboard in 2020
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 24 Our private equity ESG Dashboard in 2020 Note: if companies were unable to report a given metric in 2020 (indicated in the table with "-") but took steps towards being able to report it in 2021, this was considered as an improvement in performance. Assets ma
Slide 25: We have achieved continuous improvements across our portfolio
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 25 We have achieved continuous improvements across our portfolio Private Equity Private Infrastructure • Female management • Lost Time Incident Rate (LTIR) • Environmental management • Environmental management Improvements • Responsible supply chain • Contracto
Slide 26: Case study: health & safety at Ammega
2020 ESG HIGHLIGHTS FROM OUR PORTFOLIO 26 Case study: health & safety at Ammega Company Overview ESG Challenge Approach Key metrics Material ESG factor Dedicated team Nearly 150 out of the over 5,000 Established regional H&S Global leader in mission employees of Ammega got injured at committees to w
Slide 27: Table of contents
CORPORATE SUSTAINABILITY UPDATE 2020 27 Table of contents 1 2020 Corporate Sustainability Highlights 2 2020 ESG Highlights from our Portfolio 3 Stakeholder Impact
Slide 28: Building better, more sustainable businesses and generating positive stakeholder impact
STAKEHOLDER IMPACT 28 Partners Group remains committed to building better, more sustainable businesses and generating positive stakeholder impact In 2020, we further advanced our Stakeholder Benefits Program • Commitment to further the professional, personal, and financial growth of the nearly 200,0
Slide 29: Contacts
29 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 30: Disclaimer
IMPORTANT NOTICE 30 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 strictly confidential t
Partners Group Holding — ESG Presentation (March 2021) on 6ix