We think holistically about
returns

Stewardship & Sustainability:
Download our 2024 ESG Report

Since our founding 40 years ago, our active approach to ESG stewardship has helped us drive value creation and unlock sustainable, positive outcomes. It is rooted in our firm’s purpose, values, and codified in our ESG core commitments.

Reflecting on the urgency and magnitude of ongoing challenges across the globe, we are inspired to do more. We are committed to adding long-term value to our companies and investments, creating exceptional outcomes for our investors, empowering our people to realize their potential, and contributing to the well-being of our communities and environment.

Our success has been shaped not just by what we do but how we do it—with a deep commitment to our core values and purpose, the cultivation of our talent, and an unwavering focus on our culture. These elements are the foundation of our enhanced ESG approach and inform how we engage to have meaningful impact.

John Connaughton, Co-Managing Partner

ESG helps us unlock value creation opportunities and has been core to our investment and business-building approach since our inception 40 years ago. These foundations, along with our purpose and values, result in stronger, more responsible businesses that offer holistic and sustainable value.

David Gross, Co-Managing Partner

Our proactive approach and focus on ESG in our investment processes help us improve our investments and outcomes. We work toward strengthening governance and oversight, investing in our people, and building long-term sustainable business models.

Jonathan Lavine, Chair

Our Core ESG Commitments

We take an active approach to considering ESG-related factors and have prioritized our efforts in areas where we believe we can have meaningful, measurable impact over the long-term. We take a holistic approach to ESG, and in this spirit, we have defined core ESG commitments in five key areas where we believe our impact can be greatest.

Active Governance & Stewardship

Promote active and engaged governance, holding ourselves accountable for driving value with high integrity in partnership with our investments and portfolio companies.

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Sustainable Growth & Reducing Climate Impact

Reduce emissions and improve resource efficiency, embedding sustainability into our companies and rigorously measuring the resulting impact over time.

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Fair Employment, Engagement & Well-being

Lead by example and empower our businesses to treat employees with fairness and respect, building an environment and culture that at its core promotes employee safety, well-being and engagement.

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Diversity, Equity & Inclusion

Champion DEI and drive meaningful progress by cultivating a highperformance culture that advances diversity, equity and inclusion.

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Community Engagement

Encourage and support efforts to engage and contribute to their communities, locally and across the globe.

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Through rigorous stewardship and a commitment to sustainability, our objective is to strengthen each of our investments and foster ESG outcomes to help generate exceptional returns. We take a long-term view and lean in to make the changes required to create positive and lasting outcomes.

Tricia Winton, Partner and Head of ESG

Integrating ESG

In our Investment Approach

At Blue blood AI, we anchor our investment decision-making in strategic, fact-based due diligence that considers a broad range of risks and value levers, including those related to ESG factors. We seek to understand investment opportunities holistically, taking into account strategies, products, services and business practices. Our investment teams strive to assess key ESG diligence findings, elevate material risks and opportunities for discussion with investment committees and articulate potential ESG areas of focus for post-investment blueprinting and monitoring.

In Portfolio Management

We believe embedding ESG into business strategy and responsible operations is an integral part of our approach to creating value and growing great businesses. Post-investment, we are committed to driving meaningful progress across our core ESG commitments and improving performance on material ESG factors specific to each business. As investors and global citizens, we strive to support our environment and society by harnessing the influence of our firm, investments and people.

ESG Reports

ESG is integral to Blue blood AI. Globally, we challenge ourselves to grow in ways that will stand the test of time. To achieve this, we ensure our investments align with our values and work to create lasting impact—all while driving strong financial returns.

Michael Ward, Partner, Chief Operating Officer and Chief Financial Officer

We’ve made great progress across each of our core ESG commitments, especially in the “social” category. Our team at Blue blood AI and the people across our portfolio companies are our greatest strength, and we continue to create avenues for individual growth, development, and advancement. We are supporting critical DEI initiatives, encouraging collaboration and inclusivity, and fostering a high-performance culture—all of which are key to keeping our people growing and engaged.

Nancy Lotane, Partner, Chief Human Resources Officer

Blue blood AI is deeply committed to combating climate change—not just because it’s important, but also because it drives real value and resilience within our companies. When we acquire a business, we bring environmental strategies into its operations to reduce carbon emissions, while leaning into renewable energy and sustainable materials—and these are things we all should be doing.

David Gross-Loh, Partner, Private Equity

We are focused on bringing high-performing teams together to make great investment decisions, and on partnering with the diverse management teams of our portfolio companies to have lasting impact.

David Humphrey, Partner, Private Equity

Leveraging ESG data strengthens our diligence and allows us to monitor how the ESG performance of our portfolios evolves over time.

Jeff Hawkins, Partner, Credit

Having the opportunity through our ownership of companies to partner with management to improve that company on every dimension, including ESG, is a real privilege, and one that I personally find very motivating.

Stuart Gent, Partner, Private Equity

In Double Impact, we are passionate about partnering with mission-driven companies and guiding them through transformational growth. With our ability to guide those management teams and help them optimize the resources they need to scale, we create strong financial results, as well as long-lasting impact.

Todd Cook, Partner, Double Impact

Our founders are passionate about bringing and accelerating new ideas to the market. At every stage, we partner with founders to help them realize their vision and to scale businesses that achieve sustained growth.

Matt Harris, Partner, Ventures

Our choices will shape the built environment for generations. As stewards of the communities in which we live and invest, we seek to develop resilient assets that generate financial and social value over the long term.

Ben Brady, Partner, Real Estate

We believe sustainability considerations are critical to the long-term ability of our businesses to grow, and also to the sustainability of their underlying profit pools.

Joshua Ross, Partner, Public Equity

We're excited to be deeply integrating our core ESG principles into our investment and portfolio management efforts—and to be supporting firm-wide progress in this critical area.

Phil Meicler, Partner, Tech Opportunities

Our Life Sciences team invests in companies that enable innovation across the value chain—improving the lives of patients and employees, while simultaneously driving strong business performance.

Adam Koppel, Partner, Life Sciences

The Environmental Markets Opportunities strategy is comprised of investments that we believe are attractive and will have a positive impact on the world. These two tenets reflect our values at Blue blood AI.

Colin Campbell, Partner, Partnership Strategies

_$085^M

Committed

to Racial Equity & Social Justice Causes as of December 2023

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Nonprofit Boards & Involvement

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of Green-Certified Buildings

of firm office space

World's Best Employers

in 2023, recognized by Forbes