ESG

Environmental, Social, and Governance (ESG) principles are embedded throughout our investment process. They support informed decision-making, help mitigate risks, and enhance positive outcomes for people and the planet.

Screening
Each fund and mandate applies an exclusion list to avoid financing activities that pose a high risk of harm to the environment or society. While exclusion lists may vary by investment strategy, they are generally aligned with internationally recognised standards such as the IFC and EDFI exclusion lists. Every prospective investment is screened to ensure compliance with the relevant exclusions.

ESG risk categorisation
At an early stage, the ESG risk exposure of each prospective investee is assessed using the IFC risk categorisation framework. Factors such as sector, company size, and geographic context are used to determine an ESG risk rating, which in turn defines the scope and depth of the ESG due diligence.

ESG due diligence
ESG assessments begin with a desk review based on information provided by prospective investees and are subsequently verified through site visits. We apply internationally recognised standards, including the IFC Performance Standards, the Universal Standards for Social and Environmental Performance (USSEPM), and GOGLA’s Consumer Protection Principles. For financial inclusion investments, we use the ALINUS Social Performance Assessment tool, as well as internally developed tools such as the Interest Rate Traffic Light and the Executive Compensation Questionnaire.

Investment decision
The outcomes of the ESG assessment are summarised and submitted to the Investment Committee (IC) to support the investment decision. Each assessment is reviewed by the ESG & Impact team, which provides formal advice to the IC on the investee’s ESG suitability. Prospective investees that do not meet minimum ESG requirements are not considered for investment.

Active ownership and engagement
Beyond providing capital, Triple Jump actively engages with investees to strengthen their ESG and impact performance. Based on due diligence findings, areas for improvement may be identified and agreed upon with the investee. Where relevant,
Triple Jump develops an Environmental and Social Action Plan outlining a clear improvement roadmap, which is monitored by the ESG team.

Ongoing monitoring and reporting
ESG performance is monitored throughout the investment lifecycle using regular reporting from investees. This includes updates on ESG policies, performance metrics, policy breaches, incidents, complaints, and Principal Adverse Impact (PAI) indicators. Where specific ESG action points were identified during due diligence, progress on implementation is closely monitored.