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ESG policy

At Dunedin we are committed to working alongside our portfolio companies to ensure that environmental, social and governance considerations are integrated within each of their operations.  Management of these issues should not be an ad hoc consideration, but integrated into business as usual and key to delivering long-term, responsible, sustainable growth.

The five pillars below help to guide our own decision making processes, and provide an ESG framework for our portfolio companies to ensure they act in a responsible manner.

Each of our ESG pillars is covered in greater detail below and focus on both the management of ESG risks and realisation of potential commercial opportunities.  Whilst these pillars form the basis of our expectations of portfolio company performance, we understand that they are likely to vary in relevance across our businesses and the markets in which they operate. We therefore apply these on a case-by-case basis to ensure we are managing key material ESG risks and opportunities.

Environment – minimising and managing environmental impacts

Minimising and managing key environmental impacts is fundamental to good environmental stewardship, and is core to acting as a responsible investor/business. Compliance with the appropriate regulatory framework is an essential requirement, and we expect all our portfolio companies to have the appropriate monitoring systems in place to ensure they meet all current regulatory requirements.

Beyond meeting compliance requirements we believe there are numerous opportunities to deliver commercial value through ongoing improvements to environmental management, specifically focusing on resource efficiency and energy management.

The focus and breadth of issues will be shaped by individual companies and would be expected, in most cases, to address the following operational impact areas:

We believe that developing appropriate people policies which focus on respecting and investing in employees will contribute towards an engaged and motivated workforce. Where possible we encourage portfolio companies to:

This is not an exhaustive list and we expect initiatives in this area to be relevant to the individual business and the market within which they operate. At the very least we would expect portfolio companies to meet industry practice in people management and benchmark themselves on a regular basis against industry peers. Health and Safety should be a key board agenda item for all portfolio companies.

Business Ethics - operating to the highest ethical standards

At all times we expect honest and transparent trading. We expect portfolio companies to:

Governance - operating to the highest standards of corporate governance

Good governance is vital and underpins the performance of our portfolio companies. We insist that companies have regular, structured board meetings with supporting papers, undertake regular strategic planning, and have a clear focus on the revenue opportunities and operational improvements that will drive shareholder value.

In addition to this, and relevant to this policy, we expect our portfolio businesses to ensure that responsibility for ESG related matters is designated to an individual with suitable authority and that ESG matters are considered at board level on a periodic basis.

Community - delivering positive community engagement

Positive community engagement can offer a range of business benefits (recruitment, enhanced reputation and brand etc.) and provide businesses with support from the communities within which they operate. Typical positive engagement may include:

We recognise that portfolio companies work with a varied number of local and national charities, and that the reasons for each engagement are unique to each organisation.
 

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What people say about us

"We liked the Dunedin approach from the start and they delivered on everything that they committed to in a tight timescale."

Iain McGilvray

Managing Director, Weldex

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