The use of Environmental, Social, and Governance (ESG) elements by private equity (PE) firms when creating KPIs for portfolio companies was prevalent. Over 60 percent of those surveyed noted using and actively monitoring ESG KPIs for all portfolios. Roughly one-third of PE firms noted that ESG KPIs were implemented and monitored for most portfolios.
Degree private equity (PE) firms set and monitor Environmental, Social, and Governance KPIs for portfolio companies in selected European countries and the United States from 4th quarter 2023 to 1st quarter 2024
Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, United Kingdom, United States
Survey time period
Q4 2023 and Q1 2024
Number of respondents
250 respondents
Supplementary notes
The following details were added by the source.
Question asked to survey participants: "Do you set and monitor ESG KPIs for your portfolio companies?".
Survey participants details.
Managing directors or partners from 250 private equity firms.
Firms were head quartered in the UK (16%), Germany (14%), France(13%), U.S. (8%), the Netherlands (7%), Italy (6%), Sweden (6%), Belgium (6%), Spain (4%), Finland (4%), Norway (3%), Denmark (3%), Switzerland (2%), Portugal (2%), Austria (2%), Luxembourg (2%), Greece (1%) and Ireland (1%).
Firm size by capital under management; 27 percent of firms held between 250 and 500 million EUR. 18 percent held between 500 million and one billion EUR. 55 percent held above one billion EUR.
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PwC. (September 23, 2024). Degree private equity (PE) firms set and monitor Environmental, Social, and Governance KPIs for portfolio companies in selected European countries and the United States from 4th quarter 2023 to 1st quarter 2024 [Graph]. In Statista. Retrieved December 18, 2024, from https://www.statista.com/statistics/1496787/degree-pe-firms-set-esg-kpis-for-portfolios-europe-us/
PwC. "Degree private equity (PE) firms set and monitor Environmental, Social, and Governance KPIs for portfolio companies in selected European countries and the United States from 4th quarter 2023 to 1st quarter 2024 ." Chart. September 23, 2024. Statista. Accessed December 18, 2024. https://www.statista.com/statistics/1496787/degree-pe-firms-set-esg-kpis-for-portfolios-europe-us/
PwC. (2024). Degree private equity (PE) firms set and monitor Environmental, Social, and Governance KPIs for portfolio companies in selected European countries and the United States from 4th quarter 2023 to 1st quarter 2024 . Statista. Statista Inc.. Accessed: December 18, 2024. https://www.statista.com/statistics/1496787/degree-pe-firms-set-esg-kpis-for-portfolios-europe-us/
PwC. "Degree Private Equity (Pe) Firms Set and Monitor Environmental, Social, and Governance Kpis for Portfolio Companies in Selected European Countries and The United States from 4th Quarter 2023 to 1st Quarter 2024 ." Statista, Statista Inc., 23 Sep 2024, https://www.statista.com/statistics/1496787/degree-pe-firms-set-esg-kpis-for-portfolios-europe-us/
PwC, Degree private equity (PE) firms set and monitor Environmental, Social, and Governance KPIs for portfolio companies in selected European countries and the United States from 4th quarter 2023 to 1st quarter 2024 Statista, https://www.statista.com/statistics/1496787/degree-pe-firms-set-esg-kpis-for-portfolios-europe-us/ (last visited December 18, 2024)
Degree private equity (PE) firms set and monitor Environmental, Social, and Governance KPIs for portfolio companies in selected European countries and the United States from 4th quarter 2023 to 1st quarter 2024 [Graph], PwC, September 23, 2024. [Online]. Available: https://www.statista.com/statistics/1496787/degree-pe-firms-set-esg-kpis-for-portfolios-europe-us/
