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Responsible Investment

Quote Aga Siemiginowska

For us, responsible investment is about collaboration, transparency, and making a positive contribution—both within our firm and across our portfolio.

Aga Siemiginowska

Head of Sustainability  — Oakley Capital

Our Approach to Responsible Investment throughout the investment lifecycle

At Oakley, we’re committed to building sustainable, resilient businesses by embedding sustainability principles into our investment process. 

Oakley Sustainability Process Stewardship
Initial Screening
Due Diligence
Stewardship
Exit
Initial Screening
Due Diligence
Stewardship
Exit

Initial Screening

  • Preliminary assessment of sustainability risks and opportunities  

Due Diligence

Due diligence carried out using internal resources, or external consultants as appropriate, including: 

  • Red flag assessment 
  • Materiality assessment - identification of (company specific) sustainability - related risks and opportunities  

Stewardship

Onboarding programme 

  • Sustainability onboarding with Oakley team
  • Addressing urgent issues identified as part of due diligence

Engagement and support 

  • Ongoing support and guidance provided by the Sustainability Team 

Monitoring 

Active stewardship including: 

  • Engagement with company management on sustainability topics
  • Annual ESG monitoring and review of progress 
  • Company key performance indicators (KPI) reporting to Oakley 
  • Sustainability topics and progress discussed at Board meetings 

Exit

  • Support in preparing for sustainability due diligence from prospective investors  
  • ESG vendor due diligence as appropriate 

Portfolio Key Statistics

Carbon Footprint and Drivers

100%

of portfolio companies have oversight

Renewable Sources

51%

of portfolio energy consumption

Measuring EDI data

76%

of portfolio companies

Employee engagement survey

77%

of portfolio companies

Cybersecurity monitoring platform

100%

of portfolio companies onboarded

B-corps

3

within the Oakley portfolio

*Data as of 2023 reporting year

Find out more about our portfolio case studies

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If you would like to know more, contact a member of the Oakley Capital team across our London, Luxembourg, Munich, Milan and Madrid offices.

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