Responsible Investing
Our investment approach is rooted in a deep responsibility to be good stewards of capital – for our limited partners, portfolio companies and communities. Closely aligned with this mission is supporting a healthy environment, advancing social equality and promoting good governance principles.
Our Approach to ESG
We have designed a thoughtful Responsible Investing program to help us evaluate material ESG factors, assess risks and opportunities at all stages of the investment process, and drive value within our portfolio companies. Our efforts are overseen by a Responsible Investing Committee comprised of senior investment professionals and functional leaders within TA, including members of the Strategic Resource Group, Investor Relations, HR, Talent and Compliance.
Transparency is a TA core value, and we are committed to consistently sharing progress on our responsible investing journey. Please reference the links below to view our annual reports.
“At TA, we believe ESG integration is key to delivering long-term value for our investors, companies and people. It is much more than a set of screening processes – it helps us identify opportunities for impact within our Firm and portfolio, and empowers us to drive initiatives forward, leveraging our scale and expertise.”
Ritika Chandra, Head of Responsible Investing
Advancing Diversity, Equity & Inclusion
At TA, we believe in a broad definition of diversity, built on a foundation of acceptance and respect. Inside our Firm and across our portfolio companies, we seek to embrace authenticity and celebrate the differences that make each of us unique. We know it is not only the right thing to do, but also an opportunity to foster innovation, promote collaboration and attract top talent, making us stronger and driving continued success.
Our DE&I Partners
Ownership Works
TA is proud to partner with Ownership Works, a nonprofit organization with a mission to increase prosperity through shared ownership at work. Through this partnership, TA seeks to leverage Ownership Works’ resources and expertise to establish, structure and implement employee incentive programs at portfolio companies well-suited for these models.
Supporting Our Communities
As a firm and as individual employees, we are dedicated to supporting the communities in which we live, work and invest. We invite our people to participate in various events and charity work, and empower them to champion personal causes.
For 15 consecutive years, a team of employees – Team TA – has participated in the Pan-Mass Challenge, an annual bike ride with 100% of every dollar raised donated directly to cancer research and treatment at Dana-Farber Cancer Institute.
Local Partnerships
TA hosts Community Service Days for teams across our global offices to volunteer together and makes annual donations to local charities in support of their missions. Past nonprofit partners include Community Servings (Boston), the Greater Boston Food Bank (Boston), the Boys & Girls Club (Menlo Park), Habitat for Humanity (Austin), FareShare (London), Food Angel (Hong Kong) and Nanhi Kali (Mumbai).