Login Newsletter Subscribe Search

ESG

Apex launches tool for ESG regs

Invest Check is a tool to help financial services firms collect data to report and comply with upcoming ESG rules

Palatine promotes Wall to ESG director

As part of her new role, Stephanie Wall joins the firm's senior management team

The ESG tech wave

From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play

LPs want better ESG reporting

LPs are seeking more granular detail when it comes to ESG reporting, according to Intertrust Group

Flexstone names head of ESG

Caroline Gibert will lead Flexstone’s ESG approach at both firm and investment level

BWAM gains PE sponsors

Blackstone, CD&R, Goodwin, Latham & Watkins and Livingbridge join as institutional members and sponsors

2020 in review: D&I firmly on the agenda

A look back at our diversity & inclusion highlights in PE during 2020

LISTEN: InCloudCounsel’s Pospisil on the future

Troy Pospisil explores how the regulatory landscape for private capital funds is evolving, how investor demands are changing and how InCloudCounsel’s offerings aim to support these developments

Cathay Capital appoints chief impact officer

Matthieu van der Elst joins from Michelin Ventures, the venture arm of the Michelin Group, which he founded in 2015

Class of 2020

A cross-section of industry practitioners share their greatest lessons of this year

LISTEN: InCloudCounsel’s Pospisil on document abstraction

Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about what it is, how it works and how it supports private equity legal teams, as well as the wider organization.

2020 in review: Regulatory complexity

A look back at the regulatory transformation around the AIFMD in the private equity market in 2020

ILPA launches diversity initiative

Following the launch of its ‘Diversity in Action’ initiative, ILPA has announced the founding signatories; 46 GPs and LPs.

NAVs won’t return to pre-pandemic levels until 2022

80% of Duff & Phelps survey respondents believe up to 30% of private market investments won’t recover their pre-pandemic values until 2022 or beyond

LISTEN: InCloudCounsel’s Pospisil on private equity roots

In the first instalment of our mini podcast series, Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about the company’s origins: what drove him to set up the firm and how it has developed over the past seven years.

Comment: Stepping back (rather than looking back)

Nicola Morgan of The North Star Partnership urges leaders to take a step back and consider the potential opportunities of re-invention and innovation brought about by the pandemic

City Hive launches D&I kitemark

It enables investment managers to address, assess and catalyse an improvement in the culture within their own organisation, as well as the wider industry, and their portfolios

Apex partners with RepRisk

The partnership enables Apex’s clients to access RepRisk analytics reports and case data on private companies via Apex’s ESG rating and advisory portal

PE ESG reports “too superficial”

Brackendale’s latest survey found LPs are dissatisfied with PE ESG reports because they lack detail, are too vague and provide superficial statements on intent

UNPRI updates investor reporting framework

The new framework aims to create a shorter, more consistent structure, with more flexible and meaningful reporting outputs

PE’s response to systematic risks: room for improvement

Analysis of 100 PE firms found lacklustre responses to the triple crises of Covid, climate change and racial injustice

Culture shock: ESG, compliance and LPs

We caught up with representatives from PE houses across Europe to find out how ESG, compliance and investors have impacted culture

Profile: Shami Nissan, Actis

The head of responsible investment discusses how the firm ensures its investment strategy is carried out to high standards, ESG regulations entering the market next year and challenges around investing in emerging markets

Comment: Preparing for the second wave

Dörte Hoppner, COO of Riverside Europe, highlights the importance of people and talent management as we face more months of uncertainty

BWAM calls on industry to dismantle racial inequities

BWAM's open letter to investment firms calls on them to commit to action, activism, and accountability to dismantle the racial inequities plaguing society

Comment: The ‘new office politics’

IC Intelligence chief strategist Dr Desné Masie, says the worst isn't over for real estate funds

UN launches SDG impact standards for PE

The standards are voluntary and freely available for use as best practice standards and a self-assessment tool

Comment: Can public subsidy and private equity co-exist?

Covid-19 has thrown the industry into an unwanted spotlight - and now the taxman cometh

Human traffic

We caught up with PER about the latest hiring trends and return to office activity across the UK and Germany

WATCH: No place like home: finding the right fund domicile

Predictability, reliability and quality are key components, according to our expert panel

Ethical investor network Virtuvest launches

It aims to further the importance and understanding of sustainable investment management via events, weekly newsletters and rounDtables

Profile: Kim-Andrée Potvin, Bamboo Capital Partners

The partner & head of operations discusses her path from traditional finance to impact investing, overcoming Covid-19 frustrations, and why impact can no longer be niche

Investcorp names ESG lead

Habib Abdur-Rahman is responsible for overseeing the accelerated adoption of a standardised ESG framework

Private equity’s return to work

Taylor Wessing partners Emma Danks and Helen Farr outline the key litigation risks of returning to the office

Ocorian acquires Newgate Compliance

The deal furthers Ocorian's service offering to asset managers operating in the regulated UK market.

Comment: Culture drives results

Riverside COO Dörte Höppner believes culture is intrinsic to performance, and now is the time to talk about it

Hamilton Lane names Yett as ESG & sustainability director

He will focus on expanding and leading the firm’s ESG integration strategy

Eurazeo launches two-step ESG initiative

O+, has two pillars: to achieve zero net carbon by 2040 at the latest, and to play a role in bridging widening social gaps

Comment: Cross-border marketing of funds

Richard Small, partner of Addleshaw Goddard, deciphers increasing complexities around crossborder marketing rules

Profile: Debojit Mukherjee, Agilitas Private Equity

The chief operating officer discusses what attracted him to his role, how the firm measures and tracks ESG and why their Sustainable Value Creation report is so important

ESG: From checkbox to value creation

Private equity firms have been dutifully integrating ESG reporting, but few use it as a genuine driver of value

A true alternative

From alternative law firm to publicly listed full-suite asset management consultancy, MJ Hudson has had an outstanding decade

LISTEN: MUFG’s Mike Dickey on ESG reporting

Alice Murray talks to Mike Dickey, head of product at MUFG Investor Services, about the data flow of ESG information between GP and LP

PRI partners with WBC SD to drive sustainability

The partnership aims to put sustainability at the centre of financial and strategic decision-making

Comment: Compliance and ESG - Overhead or value-driver?

The crisis will likely bring about more stringent financial and environmental regulations; cutting compliance and ESG resources could bear greater costs, warns Robin Lööf and Edoardo Troina at Debevoise & Plimpton

Apex launches ESG portal

The cloud-based platform collects relevant data for investors about their portfolio investments so they can deliver real time ESG analysis

Comment: ESG regulation is coming

Jan Gruter of Addleshaw Goddard deciphers what new regulatory frameworks could mean for private equity

Private Equity Service Provider Awards: Shortlist Announced

Announcing the finalists for the 2020 Private Equity Service Provider Awards

Comment: PE & ESG… It’s time to look at your technology providers

George Ralph, managing director of RFA believes service providers are next in line for communicating their ESG credentials

The Impact Investing Operating Principles: the power of independence

Audits and regulatory practices are vital for tracking cash, but where are the equivalents for environmental and social impacts?

Steadying the ship

Can a solid operating platform provide much needed certainty in an increasingly uncertain world?

Investindustrial secures ESG-linked sub line

Investindustrial’s Fund VII has secured a €600m ESG-linked subscription credit facility

Post Brexit rules come to light

The FCA announced replacement rules for investment firms, namely a new prudential regime that may hit PE houses

European PE firms rank highest for ESG

The majority (81%) of European private equity firms are rated ‘excellent’ or ‘good’ for their ESG practices in 2019

CFOs must cope with lack of recognition

Despite the broadening and increasing complexity of their roles, private equity CFOs lack adequate recognition, according to Investec's latest report

EQT secures largest ESG-linked sub line

EQT's Therése Lennehag: "With this ESG-linked financing facility, we actively contribute to increasing the availability of high-quality ESG data, critical for the financial markets to be able to build a resilient and regenerative economy"

GPs see digitisation as a growth enabler

The Intertrust PE Report Summer 2020 survey, found technology and digital functionalities are key in helping firms to achieve greater transparency

Public hearing for ESG disclosure proposals

The public hearing will explain and discuss the content of the consultation paper on ESG disclosure standards for financial services, which was published on 23 April

Guernsey launches guidance on green PE principles

The aim is to bring climate risks and resilience into the heart of private equity decision making

The Private Equity Editor’s Podcast 4

Through our combined expertise of PE investments to operations - and everything in between - this snappy podcast neatly distils the need-to-know market developments of the last week.