Capital markets play a pivot role in driving investment, decarbonisation, and accountability. We believe companies embarking on ESG transformations are poised to command a premium in the market, and as such our role extends beyond investment, as we strive to be true partners to our portfolio companies and GPs to drive ESG performance and transition.
Stewardship and value creation
As a private equity firm that engages in both direct investments as a General Partner (GP) and indirect/multi-strategy investments as a Limited Partner (LP), we have the power to directly influence the environmental, social and governance (ESG) integration of our own portfolio, whilst simultaneously contributing to broader industry adoption through engagement and stewardship with GPs in the Australian market and abroad.
Our FY2024 Responsible Investment Report outlines our continued progress and commitment to creating sustainable value for all stakeholders.
Responsible Investment and ESG highlights
UNPRI
2023 Transparency Report
Completed our first Transparency Report, and achieved 4-star ratings for three of four UNPRI modules.1
43%
CARBON EMISSIONS MEASUREMENT
43% of direct portfolio2 companies have completed a carbon baseline for scope 1 and 2 emissions, including third party verification.
100%
ORGANISATION EMISSIONS OFFSET
Measured and offset 100% of our scope 1, 2 and 3 emissions.3
100%
ESG due diligence
Completed ESG Due diligence on all new deals in FY244 5. We also committed to outsourcing ESG due diligence for all new direct investments to specialist providers, ensuring thorough and expert assessment.
100%
ANNUAL ESG Reporting
All direct portfolio companies report on ESG performance.
14 Sessions
ESG training
Our employees collectively attended 14 ESG related internally and externally facilitated training sessions.
RESPONSIBLE INVESTING IN DISCUSSION
Responsible investment report
As the Australian private equity market develops its maturing integration of ESG factors into investment strategies, Roc Partners is proud to have a well-established responsible investment approach which we continue to strengthen and evolve. Our latest Responsible Investment Report outlines are achievements during 2024.
Previous reports
Responsible Investment at Roc Partners
We hold ourselves accountable for shaping tomorrow, and our approach to responsible investment is strongly aligned to realising a more sustainable future.
1 4 stars achieved in Policy, Governance and Strategy, Direct – Private Equity, and Confidence Building Measures. Roc Partners is actively seeking to improve its score in the Indirect – Private Equity module (acknowledging Roc Partners targeted position as a minority investor within GP funds, with limited influence and control).
2 In this context, Roc Partners defines its direct portfolio as investments where Roc Partners is the investment manager and/or an investor with meaningful influence and/or control. This definition should be applied throughout the Report when referring to direct portfolio and/or direct portfolio companies.
3 Excluding financed emissions.
4 The refers to new portfolio companies (direct), funds, co-investments or secondary interests (collectively, multi-strategy), and underlying assets (private credit) only. It does not include follow-on capital for existing investments or continuation vehicles Roc Partners has previously invested in. This excludes bolt-on acquisitions and other investments related to existing portfolio companies within our direct portfolio.
5 ESG due diligence approach varies according to the investment strategy and Roc Partners’ ability to influence and control ESG performance post-acquisition.
CONTACT US
If you’re a sophisticated investor, a business seeking capital or a business adviser with an opportunity you would like to discuss, please contact our team today. For business owners seeking capital please also include a brief description including the company name and turnover.
