Responsible Investing

WestBridge understands the importance of responsible investing in creating and protecting value.

A strong approach to environmental, social and governance (ESG) matters delivers sustainable growth at portfolio companies and enhanced returns for investors.

WestBridge is a signatory of the UNPRI and actively incorporates ESG values, policies and procedures internally and across our portfolio of companies.

ESG is incorporated into our investment process – from origination and deal execution to portfolio management and exit.

Our aim is to create long-term value and protect value leakage for all stakeholders.  By identifying ESG opportunities – and risks – and effectively managing them, we can generate sustainable growth within our portfolio companies.

This approach improves the impact our investments have on the economy, society and the environment.

Principles for responsible investment logo

Benefits of implementing ESG practices
  • Increased top-line growth through more sustainable products and services
  • Improved employee engagement and talent attraction
  • Operational efficiencies and cost savings
  • Regulatory compliance
  • Risk identification and management
  • Enhanced brand reputation
WestBridge approach to ESG
  • Clearly defined ESG strategy
  • ESG diligence incorporated into investment process
  • Team trained in ESG best practice
  • Constant monitoring and data capture across entire portfolio
  • Transparent quarterly reporting to investors
  • ESG advocate on each portfolio board ensures ESG is always on the agenda
  • Procedures and policies constantly monitored and benchmarked
  • Performance metrics include ESG

ESG across our portfolio


£m

paid in payroll taxes

%

of the portfolio have females on board or senior management teams

%

of portfolio companies implementing ESG diligence recommendations

£m

value of contracts delivered to the UK government in 2021

staff employed across the portfolio

%

of portfolio had >20% EBITDA growth over the last year

*Data for 12 months to 31 March 2021

Environmental

By helping companies identify operational improvements, such as better management of their resources and supply chain, we help them become more efficient and minimise their impact on the environment.

Social

By assisting companies to operate ethically, safely and with respect for employee health and wellbeing, we help them create supportive and productive environments that retain and attract top talent.

Governance

By encouraging companies to implement policies and processes that improve critical business functions, we help them comply with the law and make decisions that meet the needs of all stakeholders.

ESG in action


Apem

APEM - The business has focused on staff, implementing a new C.A.R.E. (Connect, Act, Resilience, Empathy) framework for staff wellbeing, and a new company-wide performance management framework to ensure all employees have a clear line of sight on how their role and individual performance impacts the wider strategic plan.

Channel 3 Consulting

Channel 3 Consulting - Channel 3 Consulting is dedicated to helping transform patient care and ways of working in the health and care industries through the use of technology.

Eque2 - New operational business model reducing the environmental impact of the business by switching to online delivery, saving over £350k in travel expenses. The business has invested in the digitalisation of its delivery and selling models in order to make this change.