{"id":4602,"date":"2021-11-17T15:51:47","date_gmt":"2021-11-17T06:51:47","guid":{"rendered":"https:\/\/bcgblog.kr\/?p=4602"},"modified":"2021-12-15T11:35:12","modified_gmt":"2021-12-15T02:35:12","slug":"private-equity-convergence-on-esg-data","status":"publish","type":"post","link":"https:\/\/bcgblog.kr\/private-equity-convergence-on-esg-data\/","title":{"rendered":"\uc0ac\ubaa8\ud22c\uc790(PE) \uc5c5\uacc4\uc758 ESG \ub370\uc774\ud130 \ud45c\uc900\ud654\ub97c \uc704\ud55c \ub178\ub825"},"content":{"rendered":"

\uc5c5\uacc4\uc758 \uba87\uba87 \uc77c\ub958 \uc704\ud0c1\uc6b4\uc6a9\uc0ac(general partners, GP)\uc640 \ucd9c\uc790\uc790(limited partners, LP)\ub4e4\uc740 \uc790\uc0ac\uc758 \ud22c\uc790 \ub300\uc0c1 \uae30\uc5c5\ub4e4(portfolio companies)\uc758 ESG \uc9c4\ucc99 \uc0ac\ud56d \ucd94\uc801\uc744 \uc704\ud55c \uc77c\ub828\uc758 \ud45c\uc900\ud654\ub41c \ucc99\ub3c4\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\ub2e4. <\/strong><\/p><\/blockquote>\n

\uae30\uc5c5\uc5d0 \ub300\ud55c \ud658\uacbd, \uc0ac\ud68c, \uae30\uc5c5 \uc9c0\ubc30\uad6c\uc870(ESG)<\/a> \uac1c\uc120 \uc555\ubc15\uc740 \uc0ac\ubaa8\ud22c\uc790 \uc5c5\uacc4 \ub0b4\uc5d0\uc11c \uae09\uc18d\ud558\uac8c \ud655\uc0b0\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uadf8\ub7ec\ub098, \uc77c\uad00\ub41c ESG \ub370\uc774\ud130 \uc218\uc9d1 \ubc0f \ubcf4\uace0 \ud504\ub808\uc784\uc6cc\ud06c\uc758 \ubd80\uc7ac\ub85c \uc778\ud574, \uc704\ud0c1\uc6b4\uc6a9\uc0ac(general partners, GP)\uac00 \ud22c\uc790 \ub300\uc0c1 \uae30\uc5c5\ub4e4\uc774 \uc8fc\uc694 ESG \ubaa9\ud45c \uce21\uba74\uc758 \uac1c\uc120\uc744 \uc774\ub8e8\ub3c4\ub85d \ud558\uace0, ESG \uc131\uacfc\uc640 \uc7ac\ubb34 \uc131\uacfc \uac04\uc758 \uc5f0\uacc4\uc131\uc744 \ud3c9\uac00\ud558\uba70, \uc790\uccb4 ESG \ud22c\uc790 \ubaa9\ud45c\uac00 \uc788\ub294 \ucd9c\uc790\uc790(limited partners, LP)\ub4e4\uacfc \uc720\uc758\ubbf8\ud55c ESG \uc131\uacfc \ucc99\ub3c4\ub97c \uacf5\uc720\ud558\ub294 \uac83\uc740 \uc5b4\ub824\uc6b4 \uc77c\uc774\ub2e4. LP\ub294 \uc11c\ub85c \ub2e4\ub978 \ud380\ub4dc\ub4e4\uc758 ESG \uc131\uacfc\ub97c \ubca4\uce58\ub9c8\ud0b9\ud560 \uc218 \uc5c6\ub2e4. \ub610\ud55c, \ud22c\uc790 \ub300\uc0c1 \uae30\uc5c5\ub4e4\uc740 \ucd5c\uc801\uc758 \uc601\ud5a5 \ubc0f \uac00\uce58\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \uc774\ud574 \uc5c6\uc774\ub294 \uc790\uc0ac\uc758 ESG \ub178\ub825\uc744 \uc6b0\uc120\uc21c\uc704\ub85c \uc124\uc815\ud560 \uc218 \uc5c6\ub2e4.<\/p>\n

\ud55c \ub9c8\ub514\ub85c, \uc77c\ubc18\uae30\uc5c5\ud68c\uacc4\uae30\uc900(Generally Accepted Accounting Principles, GAAP)\uacfc \uac19\uc740, \uc0ac\ubaa8\ud22c\uc790\ub97c \uc704\ud55c \ubcf4\ub2e4 \ud45c\uc900\ud654\ub41c ESG \ubcf4\uace0 \uccb4\uacc4\uc758 \ud544\uc694\uc131\uc740 \ub9e4\uc6b0 \ubd84\uba85\ud574\uc84c\ub2e4. \uc5c5\uacc4\uc5d0\uc11c\ub3c4 \ucd5c\uadfc \uba87 \ub144\uac04 \uc774\ud574\ub2f9\uc0ac\uc790 \uac04 \ub300\ud654, \uc5f0\uad6c \ub17c\ubb38 \ubc0f \ube44\uc988\ub2c8\uc2a4 \uc800\ub110, \ub2e4\uc591\ud55c \uacf5\uac1c\uc11d\uc0c1 \ub4f1\uc744 \ud1b5\ud574 \uc774\uc5d0 \ub300\ud574 \uac70\ub4ed \uc778\uc815\ud574\uc654\uc73c\uba70, \uc5ec\uae30\uc5d0\ub294 \uc5c5\uacc4 \ub9ac\ub354\ub4e4\uc774 \ud658\uacbd, \uc0ac\ud68c, \uae08\uc735 \uac00\uce58\uc5d0 \ub300\ud55c \uc9c4\ubcf4\ub97c \ucd09\uc9c4\ud558\uae30 \uc704\ud55c \uacf5\ub3d9\uc758 \ubaa9\ud45c\uc5d0 \ub300\ud574 \ub17c\uc758\ud588\ub358 \uc9c0\ub09c 3\uc6d4\uc758 BCG Private Capital ESG Conference\ub3c4 \ud3ec\ud568\ub41c\ub2e4.<\/p>\n

\uc6b4\uc6a9\uc790\uc0b0 4\uc870 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\ub294 \uc77c\ubd80 \uc138\uacc4 \ucd5c\ub300 GP \ubc0f LP\ub4e4\uc740 \uc9c0\ub09c \uba87 \uac1c\uc6d4\uac04 \ud574\uacb0\ucc45\uc744 \ucc3e\uae30 \uc704\ud574 \ud611\uc5c5\ud574\uc654\uc73c\uba70, BCG\ub294 \uadf8 \uccab\ud574\uc5d0 \uc911\ub9bd \ud30c\ud2b8\ub108\uc774\uc790 \uc870\uc728\uc790 \uc5ed\ud560\ub85c \uc774\ub97c \uc9c0\uc6d0\ud558\uace0 \uc788\ub2e4. \ubaa9\ud45c\ub294 GP\uc640 LP\uac00 \ud22c\uc790 \ub300\uc0c1 \uae30\uc5c5\ub4e4\uc774 ESG \ub370\uc774\ud130 \uc218\uc9d1 \ubc0f \ube44\uad50\uc5d0 \uc774\uc6a9\ud560 \uc218 \uc788\ub294, \uc2dc\uc7a5 \ub0b4 \uae30\uc874 \uc8fc\uc694 ESG \ud504\ub808\uc784\uc6cc\ud06c\ub4e4\uc5d0\uc11c \ub3c4\ucd9c\ud55c \uc77c\ub828\uc758 \ud45c\uc900 \ucc99\ub3c4\uc5d0 \ub300\ud574 \uc758\uacac\uc744 \uc218\ub834\ud558\ub294 \uac83\uc73c\ub85c, \uc774\ub7ec\ud55c \ucc99\ub3c4\ub294 \uc720\uc758\ubbf8\ud55c \ubca4\uce58\ub9c8\ud06c\ub97c \uc218\ub9bd\ud560 \uc218 \uc788\uc744 \uc815\ub3c4\ub85c \uc77c\uad00\ub418\uba74\uc11c\ub3c4 \uc9c0\uc18d\uc801\uc778 \uac1c\uc120\uc774 \uac00\ub2a5\ud560 \uc815\ub3c4\ub85c \uc720\uc5f0\ud574\uc57c \ud55c\ub2e4.<\/p>\n

\ubaa9\ud45c: \uc720\uc758\ubbf8\ud55c \ubca4\uce58\ub9c8\ud06c\ub97c \uc218\ub9bd\ud560 \uc218 \uc788\uc744 \uc815\ub3c4\ub85c \uc77c\uad00\ub418\uba74\uc11c\ub3c4 \uc720\uc5f0\ud55c ESG \ucc99\ub3c4 <\/strong><\/p><\/blockquote>\n

\ucc38\uc5ec GP\ub4e4\uc740 \uc5ec\uc804\ud788 \uc774\ub7ec\ud55c \ub370\uc774\ud130\ub97c \uc790\uc0ac\uc758 LP\uc5d0 \uc9c1\uc811 \uc81c\uacf5\ud560 \uac83\uc774\ub098 \uc774\ub7ec\ud55c \uc120\uc815\ub41c ESG \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub4e4\uc5d0 \ub300\ud574 \ub3d9\uc77c\ud55c \uc815\uc758 \ubc0f \ubc29\ubc95\ub860\uc744 \uc774\uc6a9\ud558\ub294 \ub370\uc5d0 \ub3d9\uc758\ud560 \uac83\uc774\ub2e4. \ub610\ud55c, \ud22c\uc790 \ub300\uc0c1 \uae30\uc5c5\ub4e4\uc758 ESG \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub97c \uc775\uba85\ud654\ud558\uace0 \uc774\ub97c \uc911\uc559\uc5d0\uc11c \ucde8\ud569\ud558\uc5ec \uc0ac\ubaa8\ud22c\uc790\uc640 ESG \uc131\uacfc \uac04\uc758 \uad00\uacc4 \ubc0f \uc7ac\ubb34 \uc2e4\uc801\uacfc\uc758 \uc7a0\uc7ac\uc801 \uc0c1\ud638\uc5f0\uad00\uc131\uc5d0 \ub300\ud55c \uc5c5\uacc4 \uc804\ubc18\uc758 \ud1b5\ucc30\ub825\uc744 \ud615\uc131\ud558\ub294 \uac83\uc5d0 \ub300\ud574\uc11c\ub3c4 \ub3d9\uc758\ud560 \uac83\uc774\ub2e4.<\/p>\n

\ubcf8 \ubcf4\uace0\uc11c\uc5d0\uc11c\ub294 \uc0ac\ubaa8\ud22c\uc790 \uc5c5\uacc4\uac00 \uc9c1\uba74\ud55c ESG \ub370\uc774\ud130 \uad00\ub828 \ub3c4\uc804\uacfc\uc81c\ub4e4, \ub370\uc774\ud130 \uc218\uc9d1\uacfc \uc2e4\uc81c ESG \uc131\uacfc \uce21\uba74\uc758 \uac1c\uc120\uc744 \ucd09\uc9c4\ud558\uae30 \uc704\ud55c \ub178\ub825\uc758 \uacfc\uc815, \uadf8\ub9ac\uace0 ESG \ub370\uc774\ud130 \uc735\ud569 \ud504\ub85c\uc81d\ud2b8(ESG Data Convergence Project)\uc758 \ud604\uc7ac\uae4c\uc9c0\uc758 \uacb0\uacfc\ub97c \uc0b4\ud3b4\ubcf8\ub2e4.<\/p>\n

 <\/p>\n

 <\/p>\n

\ub3c4\uc804\uacfc\uc81c<\/strong><\/h3>\n

 <\/p>\n

ESG \uc131\uacfc\ub97c \ud3c9\uac00\ud558\uace0\uc790 \ud558\ub294 GP\uc640 LP\ub4e4\uc740 \uc790\uc2e0\ub4e4\uc774 \ucc98\ud55c \uc218\ub9ce\uc740 \uc5b4\ub824\uc6c0\uc5d0 \ub300\ud574 \uc798 \uc54c\uace0 \uc788\ub2e4. \uc6b0\uc120, \uacf5\uacf5 \ubc0f \uc601\ub9ac \ubaa9\uc801\uc758 \uc218\ub9ce\uc740 \ud504\ub808\uc784\uc6cc\ud06c\ub4e4(\ub9c8\uce58 \uc54c\ud30c\ubcb3 \uc218\ud504\ucc98\ub7fc \ubcf4\uc774\ub294 SASB, GRI, SBT, CDP, TCFD, PRI, UN SDGs, EU SFDR, WEF IBC \ub4f1)\uc740 \uc11c\ub85c \ub2e4\ub978 \ub370\uc774\ud130 \uc218\uc9d1 \ubc0f \ubcf4\uace0 \uccb4\uacc4\ub97c \uc774\uc6a9\ud558\ub294 \uae30\uc5c5 \uac04\uc758 \ube44\uad50\ub97c \ubd88\uac00\ub2a5\uc5d0 \uac00\uae5d\uac8c \ub9cc\ub4e0\ub2e4.<\/p>\n

\uadf8\ub7ec\ub098, \uc5b4\ub5a0\ud55c \ub2e8\uc77c \ud504\ub808\uc784\uc6cc\ud06c\ub3c4 \ucd94\uc801 \ubc0f \ubcf4\uace0\ub97c \uc704\ud55c ESG \uae30\uc900\uc774\ub098, \uc9c4\uc804\uc0ac\ud56d\uc744 \uacf5\uc815\ud558\uace0 \uc77c\uad00\ub41c \ubc29\uc2dd\uc73c\ub85c \ube44\uad50\ud560 \uc218 \uc788\ub294 \ubca4\uce58\ub9c8\ud06c\uc5d0 \ub300\ud55c \ud45c\uc900\ud654\ub41c \uc9c0\uce68\uc744 \ube44\uc0c1\uc7a5\uae30\uc5c5\uc5d0 \uc81c\uacf5\ud558\uc9c0 \uc54a\ub294\ub2e4. \uc0c8\ub85c\uc6b4 \ud45c\uc900\ub4e4\uc774 \ub118\uccd0\ub098\uace0 \uc788\uc744 \ubfd0 \uc544\ub2c8\ub77c, \uc0ac\ubaa8\ud22c\uc790 \uc804\ubb38\uae30\uc5c5\ub4e4\uc740 \uc218\ub9ce\uc740 ESG \ub370\uc774\ud130 \uc694\uccad\uc5d0 \uc555\ub3c4\ub418\uace0 \uc788\ub2e4. \uc6b0\ub9ac \uc5f0\uad6c\uc5d0 \ud3ec\ud568\ub41c \ud55c GP\ub294 \ud55c \uc8fc \ub3d9\uc548 LP\ub4e4\ub85c\ubd80\ud130 37\uac74\uc758 \uc11c\ub85c \ub2e4\ub978 ESG \ub370\uc774\ud130\ub97c \uc694\uccad\ubc1b\uc558\ub2e4\uace0 \ubcf4\uace0\ud588\ub2e4.<\/p>\n

\uac8c\ub2e4\uac00, \uac01\uae30 \ub2e4\ub978 \ud504\ub808\uc784\uc6cc\ud06c\ub4e4\uc740 \uac01\uae30 \ub2e4\ub978 \ubaa9\ud45c\uc640 \uc774\ud574\ub2f9\uc0ac\uc790\ub4e4\uc774 \uc788\uc73c\ubbc0\ub85c \ub9e4\uc6b0 \ub2e4\uc591\ud55c \ucc99\ub3c4 \ubc0f KPI\uac00 \ud544\uc694\ud558\ub2e4. \uc5b4\ub5a4 \ud504\ub808\uc784\uc6cc\ud06c\ub4e4\uc740 \uaddc\uc81c\uc5d0 \uc911\uc810\uc744 \ub450\ub294 \ubc18\uba74, \ub2e4\ub978 \ud504\ub808\uc784\uc6cc\ud06c\ub4e4\uc740 \ud3c9\ud310 \uad00\ub828 \uc774\uc288\uc5d0, \ub610 \ub2e4\ub978 \uac83\ub4e4\uc740 \ubcf4\uace0 \uc694\uac74\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98\ub2e4. \uc5b4\ub5a4 \uac83\ub4e4\uc740 \ud2b9\uc815 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uc5d0 \uc5f0\uacc4\ub41c \ud55c\ud3b8, \uc5b4\ub5a4 \uac83\ub4e4\uc740 \uacf5\uac1c \ub370\uc774\ud130\ub9cc \uc218\uc9d1\ud558\uace0, \ub610 \uc5b4\ub5a4 \ud504\ub808\uc784\uc6cc\ud06c\ub4e4\uc740 \uc804\uc801\uc73c\ub85c \uc9c8\ubb38\uc9c0\uc5d0 \ub300\ud55c \uc815\uc131\uc801\uc778 \ub2f5\uc5d0\ub9cc \uc758\uc874\ud55c\ub2e4. \uc5b4\ub5a0\ud55c \ud504\ub808\uc784\uc6cc\ud06c\ub3c4 \uc0ac\ubaa8\ud22c\uc790 \uc804\ubb38\uae30\uc5c5\uacfc LP\ub4e4\uc758 \ub2c8\uc988(\ub300\uaddc\ubaa8 \ubc0f \uc18c\uaddc\ubaa8 \ube44\uc0c1\uc7a5\uae30\uc5c5\uc758 ESG \uc131\uacfc, \uc774\ub7ec\ud55c \uae30\uc5c5\ub4e4\uc758 \uc2dc\uac04\uc5d0 \ub530\ub978 \uc2e4\uc801 \ubcc0\ud654, \uadf8\ub9ac\uace0 ESG \uc9c4\uc804\uc0ac\ud56d\uc774 \uc7ac\ubb34 \uc2e4\uc801\uc5d0 \ubbf8\uce5c \uc601\ud5a5\uc744 \ud3c9\uac00\ud558\uace0 \ube44\uad50\ud560 \uc218 \uc788\ub294 \uc720\uc758\ubbf8\ud55c \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\ub294 \uac83)\uc5d0 \ub9de\uac8c \ud2b9\ubcc4\ud558\uac8c \uc124\uacc4\ub418\uc5b4 \uc788\uc9c0 \uc54a\ub2e4.<\/p>\n

\ud604\uc7ac, \uc0ac\ubaa8\ud22c\uc790 \uc804\ubb38\uae30\uc5c5\uacfc \uadf8\ub4e4\uc758 LP\uc758 \ub2c8\uc988\ub9cc\uc744 \uc704\ud574 \uc124\uacc4\ub41c ESG \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uc804\ubb34\ud558\ub2e4. <\/strong><\/p><\/blockquote>\n

\uc2e4\uc81c\ub85c, \ud45c\uc900\ud654\uc758 \ubd80\uc7ac\ub294 ESG \uc131\uacfc\ub97c \uc7ac\ubb34 \uc2e4\uc801\uc744 \uae30\uc900\uc73c\ub85c \ube44\uad50\ud558\ub294 \uac83\uc744 \ub9e4\uc6b0 \uc5b4\ub835\uac8c \ub9cc\ub4e4\uace0 \uc788\ub2e4.<\/strong> \uc624\ub298\ub0a0\uc758 ESG \ub370\uc774\ud130\ub294 \uc815\uc131\uc801\uc778 \uacbd\uc6b0\uac00 \ub9ce\uc544 \uc815\ub7c9\uc801\uc778 \uc7ac\ubb34 \ub370\uc774\ud130\uc640 \uc0c1\ud638\uc5f0\uad00\uc131\uc744 \ucc3e\uae30\ub294 \ubcf8\uc9c8\uc801\uc73c\ub85c \uc5b4\ub835\ub2e4. \uc77c\ub828\uc758 \uacac\uc2e4\ud55c \ud45c\uc900 ESG \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\uac00 \uc5c6\ub2e4\uba74, \uc0b0\uc5c5\ubcc4 \ub610\ub294 \uc778\uc6d0\uc218\ubcc4\ub85c \ub370\uc774\ud130\ub97c \uc815\uaddc\ud654\ud558\uac70\ub098 \ud2b9\uc815\ud55c ESG \uce21\uba74\uc5d0\uc11c\uc758 \uc131\uacfc\uac00 \uc5b4\ub514\uc5d0\uc11c \uc5b4\ub5bb\uac8c \uc7ac\ubb34 \uc131\uacfc \ub3d9\uc778\uacfc \uc0c1\ud638\uad00\uacc4\uac00 \uc788\uc744 \uc218 \uc788\ub294\uc9c0\ub97c \ucca0\uc800\ud788 \ud3c9\uac00\ud558\ub294 \uac83\uc774 \ubd88\uac00\ub2a5\ud558\ub2e4.<\/p>\n

\ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc815\ub7c9\uc801 ESG \uc131\uacfc \ub370\uc774\ud130\uc758 \ubd80\uc7ac\ub294 \uc0ac\ubaa8\ud22c\uc790 \uc804\ubb38\uae30\uc5c5\uacfc \ud22c\uc790 \ub300\uc0c1 \uae30\uc5c5\ub4e4\uc758 \uc8fc\uc694 ESG \uac1c\uc120 \ucd09\uc9c4\uc744 \uc5b4\ub835\uac8c \ub9cc\ub4e0\ub2e4. “\uce21\uc815\ud560 \uc218 \uc788\ub294 \uac83\uc740 \uad00\ub9ac\ud560 \uc218 \uc788\ub2e4”\ub77c\ub294 \ub9d0\ucc98\ub7fc, \uc815\ub7c9\uc801 \ub370\uc774\ud130\ub294 \uac1c\uc120\uc774 \ud544\uc694\ud55c \ubd84\uc57c\ub97c \ud30c\uc545\ud558\uace0, \uac1c\uc120 \uc778\uc13c\ud2f0\ube0c\ub97c \uc81c\uacf5\ud558\uba70, \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \uc9c4\uc804\uc0ac\ud56d\uc744 \ucd94\uc801\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

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\uae30\ubcf8 \uc6d0\uce59<\/strong><\/h3>\n

 <\/p>\n

\uc774\ub7ec\ud55c \ub3c4\uc804\uacfc\uc81c\ub4e4\uc744 \uadf9\ubcf5\ud558\uae30 \uc704\ud55c \ub178\ub825\uc758 \uc77c\ud658\uc73c\ub85c \u2013 \uadf8\ub9ac\uace0 \uadf8\ub7ec\ud55c \ubc29\ubc95 \ubc0f \ucc99\ub3c4\ub97c \uc704\ud574\uc11c\ub294 \uc9c0\uc18d\uc801\uc778 \uc9c4\ud654\uc640 \ud655\uc7a5\uc774 \ud544\uc694\ud560 \uac83\uc774\ub77c\ub294 \uc778\uc2dd\uc744 \ud1a0\ub300\ub85c, ESG \ub370\uc774\ud130 \uc735\ud569 \ud504\ub85c\uc81d\ud2b8\ub294 \ub2e4\uc74c\uc758 \ub2e4\uc12f \uac00\uc9c0 \uc6d0\uce59\uacfc \ud568\uaed8 \ucd9c\ubc94\ub418\uc5c8\ub2e4.<\/p>\n