Paine Schwartz Partners has a longstanding, well-documented record of integrating Environmental, Social, and Governance considerations at both the firm and portfolio company-level.

We are committed to addressing real, imminent challenges in the global food and agribusiness sector by championing companies that deliver innovative and meaningful solutions that support:


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Paine Schwartz Partners ESG Policy



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Paine Schwartz Partners
Sustainability Report


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Keynote Interview for PEI
Responsible Investment Report 2021

A Commitment to Responsible Investment

Paine Schwartz is a proud signatory to the Principles for Responsible Investment, the global leading proponent of incorporating ESG factors in investment decisions and processes.

As a signatory, we commit to taking active ownership of ESG integration into our policies and practices, reporting on our activities and advancements within the firm and portfolio-level, and promoting conscientious investment practices throughout the investment management industry. Together with other PRI signatories, we continue to align our investment activities with our companies, our communities, and our climate.

ESG Integration from Sourcing to Exit


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Sourcing

ESG and sustainability are key themes underpinning the global food and agribusiness sector. Paine Schwartz adopts a thesis-driven approach to investing that includes careful consideration of these factors. Due diligence and screening processes are conducted alongside a third-party expert to properly assess any potential ESG risks and value creation opportunities.


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Monitoring

Following the investment, our team monitors all portfolio companies to track progress while partnering closely with management teams to support initiatives and implement a strong corporate responsibility culture within the company.


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Enhancement

In addition to monitoring and reporting on year-over-year portfolio company ESG metrics, Paine Schwartz also consolidates that data into actionable items to drive ESG achievements for companies. Our objective is to ensure that over the hold period, real measurable changes are made in terms of improving our sustainability footprint in ways that are consistent with driving returns.


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Exit

At the time of exit, Paine Schwartz ensures that companies have fully integrated ESG frameworks that will remain intact during the period of transition. Potential issues are proactively addressed prior to exit, and significant value enhancement opportunities are identified for the road ahead.


Investing in Global Sustainable Development Goals

The United Nations’ Sustainable Development Goals (SDGs) are a universal set of 17 objectives, targets, and indicators designed as a blueprint to achieve a better, more sustainable future for all. Please download Paine Schwartz’s annual Sustainability Report for further detail on the alignment between our portfolio companies and the SDGs.

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Paine Schwartz Partners Sustainability Report

While the food and agribusiness sector offers key solutions to meeting the second SDG, Zero Hunger, our portfolio companies address the large majority of the SDGs.

2

Zero
Hunger

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3

Good Health and
Well-Being

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6

Clean Water
and Sanitation

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7

Affordable and
Clean Energy

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8

Decent Work and
Economic Growth

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9

Industry, Innovation,
and Infrastructure

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12

Responsible
Consumption
and Production

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13

Climate
Action

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14

Life Below
Water

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15

Life
on Land

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17

Partnership
for the Goals

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Diversity, Equity, and Inclusion Initiative

As investors in food and agribusiness, we invest in people: the people who make our business, the people who power our portfolio companies and the people our products and operations impact.


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At Paine Schwartz Partners, we are committed to attracting and retaining the broadest talent, welcoming diverse perspectives and celebrating transparency. This cultivates an inclusive and respectful work environment where employees bring their true self to work every day.

We believe fostering diversity, equity and inclusion improves collaboration and decision-making, nurtures a sense of shared environment, and ultimately results in better investment outcomes.

To further strengthen its commitment to DE&I, Paine Schwartz Partners proudly became a signatory of ILPA’s Diversity in Action Initiative in March 2022.

TRANSPARENCY OF SUSTAINABILITY RISK POLICIES

Paine Schwartz Partners (“PSP”) has a longstanding, well-documented record of integrating Environmental, Social, and Governance (“ESG”) considerations at both the firm and portfolio company-level. Sustainability risks are integrated into the investment decision-making process through the application of PSP’s ESG Policy and related procedures.

PSP is a proud signatory to the Principles for Responsible Investment, the global leading proponent of incorporating ESG factors in investment decisions and processes. As a signatory, PSP commits to taking active ownership of ESG integration into its policies and practices, reporting on activities and advancements within the firm and portfolio-level, and promoting conscientious investment practices throughout the investment management industry. Together with other PRI signatories, PSP continues to adapt our investment activities to the changing imperatives impacting our companies, our communities, and our climate.

More information on PSP’s policies on the integration of sustainability risks in investment decision‐making process can be found on this website page.

TRANSPARENCY OF ADVERSE SUSTAINABILITY IMPACTS AT ENTITY LEVEL

PSP does not consider adverse impacts of investment decisions on sustainability factors as specifically set out in Regulation 2019/2088 on sustainability-related disclosures in the financial services sector dated 27 November 2019 (“SFDR”). PSP has chosen not to do so for the present time as it considers that its existing ESG policies and procedures are appropriate, proportional and tailored to the investment strategies of the funds managed by PSP.

PSP continues to monitor closely regulatory developments with respect to the SFDR and other applicable ESG-focused laws and regulations, including the implementation of related and secondary legislation and regulatory guidance and will, where required or otherwise appropriate, make changes to existing policies and procedures.