Sustainable Investment
Sustainability at Montagu

Sustainability

Guided by our values of humility, honesty, and excellence, we manage environmental, social, and governance (ESG) considerations in our portfolio companies and at Montagu.

Sustainable Investment Sustainability at Montagu

Montagu has been carbon neutral since 2019

Montagu has set a science-based target for its operations and portfolio

Montagu wins the Environmental Finance 2022 Sustainable Investment Awards

Policies 2021 Report
Sustainable

Investment

Sustainability is at the core of our investment philosophy

ESG factors are considered during the entire investment process from origination through to exit. During ownership, we support management teams to set targets and implement action plans by:

  • Delivering sustainability focused training and workshops
  • Sharing best practice playbooks and guidance
  • Providing access to a global network of advisors
  • Connecting our portfolio companies to share knowledge and case studies
What sustainable investment means to us Our Approach Foundations for Good Governance Focussing on what matters Climate Diversity & Inclusion
2022

Montagu sets science-based targets

2021

Montagu joined the ESG Data Convergence Initiative 

2019

Montagu became a UNGC signatory

2015

Montagu became a PRI signatory

We firmly believe that doing the right thing is consistent with creating value for our investors.

Jason Gatenby, CEO, Montagu

Portfolio Key Statistics

*These figures relate to the 2021 reporting year

100%

annual Sustainability questionnaire response

4

D&I working group meetings

85%

have a cyber security policy

80%

measure operational (scope 1 & 2) emissions

100%

companies with a code of conduct

Find our more about our portfolio case studies

Healthcare

Arkopharma

During Montagu’s ownership, Arkopharma has continued to work closely with its partners and suppliers to preserve natural resources, combat climate change, and protect biodiversity.

Tech-enabled Essentials

Aqualung

The world’s oceans cover 71% of the surface of our planet and are home to millions of marine species. Protecting marine biodiversity and preventing the deterioration of the ocean’s health is therefore of the utmost importance.

Tech-enabled Essentials

Wireless Logic

With over 16,000 customers, Wireless Logic is helping to accelerate the pace of environmental, social and economic progress. Below you’ll find a few examples of how Wireless Logic’s solutions are benefitting the world as well as its customers.

Tech-enabled Essentials

Miraclon

Following the carve out from Eastman Kodak Company, ESG integration was established as part of the key priorities for the business.

Tech-enabled Essentials

ITRS Group

D&I considerations are embedded in the way that ITRS recruits, retains, develops, and promotes its employees.

Sustainability Reports and Policy

Our Annual Sustainability Report provides an update on status and progress for Montagu and our portfolio companies.

Sustainable Investment Policy
Download
Sustainability Disclosure 2021 (SFDR)
Download
Sustainability Report 2021
Download
Sustainability Report 2020
Download
Sustainability Report 2019
Download
Sustainability Report 2018
Download
Sustainability

At Montagu

A brief overview

Our commitment to sustainability extends across our portfolio and own operations. We continuously review our own performance and identify opportunities to do better.

 

Climate commitment at Montagu Diversity & Inclusion at Montagu

Reduce Carbon Footprint

Increase share of renewable electricity, reduce waste and encourage ‘green behaviour’.

Continuous Improvement

Constantly enhancing our ESG approach and sharing best practice among peers.

Diversity and Inclusion

Promote and support diversity and inclusion within the workplace.

Positive Impact

Positively impact our community, its education, and our employees’ wellbeing.

Modern Slavery Act

Meet requirements of the MSA, mitigate risks and encourage better behaviour in our supply chain.

The Montagu Plan summarises our key focus areas and reflects our commitment to change.

Committed to

Sustainability & Climate

Carbon Neutral Plus Organisation

At Montagu, we recognise the urgent issue of climate change, and are committed to supporting the transition to a low / zero carbon economy. We are proud to say that Montagu has been carbon neutral since 2019.

Initiative Climat International (iCI)

Since 2020, Montagu has been a member of the Initiative Climat International (iCI), committing to share best practices among private equity peers to help build and manage climate-aligned and resilient portfolios.

Signatory of the UNPRI

As part of our commitment to ethical and responsible investing, Montagu has been a signatory to the UN Principles for Responsible Investment since 2015.

ESG Data Convergence Initiative

In 2021, Montagu joined the ESG Data Convergence Initiative, a global initiative that seeks to standardise ESG metrics and provide a mechanism for comparative reporting for the private market industry.

UN Global Compact

Since 2019, Montagu has been committed to the UN Global Compact corporate responsibility initiative and its principles in the areas of human rights, labour, the environment and anti-corruption.

TCFD

Montagu is a supporter of the Task Force on Climate-related Financial Disclosures (TCFD) . We are committed to work towards creating a more resilient financial system & safeguarding against climate risk through better disclosures.

Responsible Investment Roundtable

The Responsible Investment Roundtable aims to promote responsible investment practices and the consideration of ESG issues throughout Invest Europe’s membership and the broader private equity community.

Science Based Targets Intiative 

Montagu has received validation by the Science Based Targets initiative (SBTi) for its greenhouse gas emissions (GHG) reduction targets. As one of the first PE firms to adopt science-based targets, the validation confirms Montagu’s commitment to acting on climate change and its pledge to build and grow sustainable businesses. The targets apply to Montagu’s corporate operations and its portfolio of investments and are in line with a 1.5 °C pathway.

Committed to

Diversity & Inclusion

ILPA Diversity in Action

As part of our commitment to advancing diversity, equity, and inclusion in the private equity industry, Montagu became a signatory of The ILPA Diversity in Action initiative in 2021.

Level 20

We’re proud to support Level 20, a not-for-profit organisation, set up in 2015, to inspire more women to join and to succeed in the private equity industry.

Out Investors

We are proud to be a member firm of Out Investors – a global organisation with the mission to make the direct investing industry more welcoming for LGBT+ professionals.

Montagu in the community

We want to support initiatives that encourage positive change in our community.  We continue to support several local charities and organisations including South London Cares and St. Thomas the Apostle College.