Investing Responsibly

As global investors, we have a duty to the world and the people around us. To deliver on this, we have built the ability to assess ESG risks throughout the investment lifecycle.


Portfolio companies tracked for appropriate governance


Reduction in our GHG emissions since 2018

Values-based investing

We apply Permira’s own values of Partnership, Integrity and Creativity to everything that we do, including our approach to responsible investment.

Our values-based investing approach aim to help investment teams to identify ESG risks during the due diligence process, through early review and analysis of sub-sectors which may have a higher ESG risk profile.

For our Buyout funds, the values-based investing approach also plays an important role in determining ESG risks and opportunities to facilitate decisions on which companies the funds will and won’t invest in.

Integrating ESG throughout the investment lifecycle

Understanding the key levers that drive business improvement, including ESG considerations, is at the heart of our investment approach for our Buyout funds.

From the very beginning, we are committed to actively engaging with portfolio company management teams as they seek to address material risks and realise value creation opportunities relating to ESG and sustainability.

We believe that having a well-defined, responsible and proactive approach to ESG can positively drive the performance and success of our portfolio companies and position them for a sustainable future long after our exit.


Potential investments for certain funds are evaluated pre-investment on a case-by-case basis, taking into account ESG and sustainability risks*

* In terms of screening, potential investments are considered on a case by case basis as part of the pre-investment process, where consideration is given to ESG and sustainability risks. There may be instances where the PE or selected credit funds would not invest in certain sectors or sub-sectors due to the sustainability risks impacting the value of an investment exclusion criteria.
ESG considerations and sustainability risks are core to our due diligence, including compliance, reputational risks and value creation opportunities
The approach to due diligence varies by strategy, reflecting levels of access to information. Permira Credit CLO funds apply a separate risk rating framework. For Sigma Funds, the focus is on engagement with CLO managers on an annual basis who select investments.
Material ESG risks are integrated into value creation plans and ongoing monitoring over the lifetime of each investment, as relevant
The focus is on PE buyout funds, where we have the greatest influence. Ongoing ESG engagement level and nature of engagement varies by fund and strategy considering levels of influence and control.
Generally, progress made on ESG is closely monitored during our ownership, ensuring each investment is well-positioned for the future

Engaging with the industry

We are active in multiple industry-wide ESG and sustainability initiatives. We also encourage and support relevant portfolio companies in following this lead.

Principles for Responsible Investment (PRI)
We’ve been a signatory to the UN-supported PRI since 2011 and report annually on integrating ESG into our investment processes.

CarbonNeutral® Company
Permira has been a CarbonNeutral® Company since 2018. Working with Natural Capital Partners, experts on carbon neutrality and climate finance, we calculate the firm’s annual carbon footprint from our operations and business travel.

We are working to reduce our carbon footprint and any remaining emissions are offset annually with certified carbon credits. The carbon footprint and offset process is undertaken using the rigorous CarbonNeutral® Protocol, a leading framework for carbon neutrality.

Initiative Climat International (iCI)
We are a founding signatory of the UK iCI and are committed to integrating climate change risks and opportunities into our investment processes.

ESG Report 2022

We believe in forward-thinking, responsible business and that ESG is key to building companies that will compete long into the future.

ESG risks vary according to sector, region and size. We take this into account to understand the most relevant issues for each business.
14 Sep 2023

ESG Report 2022

ESG Team

Adinah Shackleton

ESG Steering Committee

Adinah Shackleton