The Sustainability Team collaborates with the Investment Team and provides support to portfolio company management throughout this process.
8
Initial
screening
Preliminary assessment of ESG risks and opportunities
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Due
diligence
Due diligence carried out using internal resources, or external consultants as appropriate, including:
Red flag assessment
Materiality assessment – identification of (company-specific) ESG risks and opportunities
÷
Onboarding
programme
ESG onboarding with Oakley team
Addressing urgent issues identified as part of due diligence
9
Monitoring
programme
Active stewardship including:
Engagement with company management on ESG topics
Annual ESG monitoring and review of progress
Company KPI reporting to Oakley
ESG topics and progress discussed at Board meetings
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Exit
support
Support in preparing for ESG due diligence from prospective investors
ESG vendor due diligence as appropriate