Investing Responsibly

Permira believes that a focus on sustainability is an important part of building lasting value in the funds’ portfolio companies.

Investing Responsibly


The Permira funds are significant investors in a range of businesses around the world. We recognise the responsibility that this brings and are committed to active engagement with portfolio company management teams on environmental, social and governance (ESG) matters. ESG and sustainability issues are assessed and monitored during the investment process, from the initial decision to invest through to the funds' sale of portfolio companies. This is the right thing to do for the communities in which both we and the portfolio companies operate, and the right thing to do commercially – helping to build lasting value in the funds’ portfolio companies.

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Integrating ESG through the investment process

ESG and sustainability matters are considered throughout are embedded throughout the funds’ investment period to understand how ESG risks and opportunities are being managed by the Permira funds' portfolio companies. Permira expects the funds’ portfolio companies to deploy sound ESG practices in their operations. Permira also engages with portfolio company management teams throughout the investment period on ESG risks and opportunities.

Understanding the key levers that drive business improvement, including ESG matters, is at the heart of the Permira funds’ transformational investment approach. The funds 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, where appropriate aim to support portfolio companies to address material risks and to realise value creation opportunities relating to ESG and sustainability. Permira believes that having a well-defined, responsible and proactive approach to ESG matters can positively impact the performance and success of the funds’ portfolio companies.

ESG Report 2020: Strong Foundations To Build Lasting Value

In a changing world, we believe it will be the forward-thinking, responsible businesses that do well. Integrating ESG considerations is fundamental to building businesses that will compete long into the future. Click below to download our 2020 ESG Report to learn more about ESG at Permira.

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ESG Report 2020

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ESG comprises a broad range of topics, and the relevant issues can vary significantly between companies according to the product or service provided, the sector or region of operation, and the maturity or size of the company. Permira’s approach to ESG and engagement with portfolio companies allows for these variations, seeking to understand the most relevant topics for each business.

1. Selection: Asset Selection & Origination

  • ESG screening and analysis of portfolio investments and teams*

2. Entry: Diligence & deal execution

  • ESG forms part of due diligence carried out by investment teams including compliance, liabilities, reputational issues, risks and opportunities. Potential issues and mitigation measures explored with support from ESG specialists
  • External advisers engaged where required
  • Material ESG matters integrated into value creation plans for monitoring over lifetime of investment

3. Stewardship: Value creation & monitoring Business transformation

  • Material issues raised in due diligence addressed by portfolio company management teams, driven by Permira's level of control and influence over the portfolio company
  • Engage with portfolio company management teams on ESG risks and/or opportunities, for example through ESG reviews or engagement on key topics. We believe portfolio companies that effectively manage ESG risk optimise financial performance in the long term.
  • Financial and non-financial data gathered, monitored and addressed where appropriate

4. Exit: Monetisation

  • Consideration of the progress made by portfolio companies on ESG during the life of the investment
  • Consideration of informational needs for an exit process and sensitivities of likely acquirers / exit routes

    * 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 Permira private equity funds' would not invest in certain sectors or sub-sectors due to the sustainability risks impacting the value of an investment.

Industry Engagement

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Principles for Responsible Investment (PRI)

Permira has been a signatory to the UN-supported Principles for Responsible Investment (“PRI”) since 2011 and reports annually on its progress in integrating ESG in its investment processes.

Click below to read the most recent PRI Transparency Report.

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Industry Associations

Adinah Shackleton, Head of ESG, was previously the Chair of the BVCA’s Responsible Investment Advisory Group and is currently a member of this group. She is also a member of Invest Europe’s Responsible Investment Roundtable (Affiliate Network).

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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)

Permira is a founding signatory of the UK iCI alongside a number of other firms. We recognise that climate change will have adverse effects on the global economy, which presents both risks and opportunities for investments. We are committed to developing our approach to integrating climate change in our investment processes and actively engaging with portfolio companies.

Portfolio company sustainability reporting

eDreams ODIGEO Corporate Responsibility Report 2020 Image

eDreams ODIGEO Corporate Responsibility Report 2020

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CABB Sustainability Report 2020 Image

CABB Sustainability Report 2020

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Dr. Martens Sustainability Image

Dr. Martens Sustainability

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Informatica Corporate Citizenship Image

Informatica Corporate Citizenship

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Teraco Corporate Social Investment Image

Teraco Corporate Social Investment

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2020 Allegro Corporate Social Responsibility Report Image

2020 Allegro Corporate Social Responsibility Report

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Hana Group

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Teamviewer Sustainability and Corporate Social Responsibility

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Permira ESG Report 2020: Strong Foundations To Build Lasting Value Image

Permira ESG Report 2020: Strong Foundations To Build Lasting Value

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Lowell Sustainability

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AlterDomus ESG Practices

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Reformation Sustainability Image

Reformation Sustainability

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ESG Group

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Chris Davison

Head of Investor Relations - Partner

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Christopher Crozier

Chief Risk Officer - Managing Director

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Elisabetta Frontini

Head of Portfolio Group - Operating Partner

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Ignacio Faus

Partner, Chief Operating Officer

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