CT Private Equity Trust PLC

Sustainability & ESG

While financial returns matter, so too does the impact our investments have on society and the environment. We work closely with Columbia Threadneedle’s Responsible Investment team to systematically integrate environmental, social and governance (ESG) factors into CT Private Equity Trust’s investment process, with a view to reducing risk and improving returns over the long term – both in financial and sustainability terms.

ESG engagement in Practice

Since 2014, the Manager has undertaken an annual survey of underlying fund managers across its private equity business to determine the extent to which they have provided staff with ESG training, formalised ESG policies, applied a code of conduct or recognised set of guidelines, employed staff with specific ESG responsibilities and produced ESG reporting.

These surveys which act as an encouragement to underlying fund managers have reported improvement. Since 2016 the percentage of managers with an ESG policy has increased from 70% to 91%. Reporting to investors on ESG matters has also risen from 53% to 72%.

2021

Last year we focussed on training and encouraging managers to consider the use of impact measurement, for example Sustainable Development Goal targets, where relevant. Both areas have seen substantial improvement, with the proportion of managers providing ESG training in the last 12 months increasing by 12% to 58% and the proportion of managers looking to measure impact more than doubling from 27% to 58%. We will continue to track progress over the coming year, together with an increased focus on social issues and diversity.

*As at 31 December 2020

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