Responsible Investment Report 2025-26
2025 Responsible Investing Highlights
We are proud of the progress we made in 2025, advancing sustainability outcomes across our platform.
82%
OF TOTAL DIRECT EQUITY PORTFOLIO
engaged on sustainability performance[[1]]
73%
OF INDIRECT EQUITY PORTFOLIO
surveyed on ESG policies, processes, and governance[[2]]
Our approach seeks to ensure coverage across strategic and company-specific sustainability themes.
46%
OF TOTAL DIRECT EQUITY PORTFOLIO
has approved or committed science-based targets[[3]]
7
PORTFOLIO COMPANIES
with published standalone sustainability reports
€5m
AVERAGE LOAN SIZE OFFERED TO 4 COMPANIES
to drive portfolio decarbonization via the Sustainable Development Financing Program
UNPRI Assessment[[4]]
Supporting portfolio companies and employees to increase their social impact continues to be a cornerstone of Bregal's program.
€176k
IN CHARITABLE GRANTS
distributed by Bregal Helps Initiative in 2025, with €5m donated since 2020[[6]]
€86k
RAISED FOR CHARITABLE ORGANIZATIONS IN 2025
driven by €23,000 in employee donations and an additional €63,000 from the COFRA Foundation
Awards[[5]]
Disclosure: Bregal Sagemount Management, L.P. (Sagemount) is not, except where otherwise stated, a direct signatory, supporter, or member of any ESG initiatives or other similar industry frameworks at this time. Bregal Investments, Inc. (Bregal), the Registered Investment Advisor upon which Sagemount is a Relying Advisor, is a signatory, supporter, or member of several ESG initiatives or other similar industry frameworks. See Disclosures for additional information.
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