Whether publicly or privately owned, companies operating in the same sectors and markets face a similar set of extra-financial risks and opportunities.
The form of ownership does not change the risk profile of the underlying portfolio companies. They compete for the same customers; face the same regulatory environment and resource constraints; and interact with the same stakeholder groups.
While the underlying asset is the same in both public and private equity, the relationships differ between asset owner and investment manager and between investment manager and portfolio companies. Because of this, responsible investment in private equity needs a different approach.
In December 2009, HEOS developed a bespoke responsible investment service designed specifically for private equity. We bring an investor's perspective to ESG analysis. This service is led by our Associate Director, Private Equity, and builds on HEOS's pioneering public equity engagement services and existing team of twenty experts.
We provide consultancy and engagement services to both Limited Partners (investors) and General Partners (private equity houses). Our objective is to support our clients' investment decisions and ownership activities in order to improve investment performance.
We provide engagement services to Limited Partners at all investment stages, including due diligence and engagement with General Partners during ownership. We also develop responsible investment policies and systems, and provide training.
We provide consultancy and engagement services to General Partners at all investment stages, including fundraising, due diligence, ownership and exit. Our services include benchmarking, reporting and support to your investment teams as well as direct engagement with underlying portfolio companies. We also develop responsible investment policies and systems, and provide training
We keep up to date on developments in the private equity sector by actively contributing to key initiatives, including:
