ESG regulation
19 October 2021
MSCI and Burgiss launch Carbon Footprinting tool
Tool combines private company data from Burgiss with modelling developed by MSCI ESG Research for estimating corporate carbon emissions
19 October 2021
LPs increasingly aware of data gaps in ESG reporting
The quality of ESG reporting is improving in private equity, but not enough areas are being covered
21 September 2021
IPEM 2021: Europe leads the way for ESG
Magnus Billing, CEO of Alecta talks about Europe being a leader for ESG, and why PE firms have a great opportunity to be catalysts in reaching the sustainability goals
20 September 2021
IPEM 2021: PE’s big challenge
Cornelia Gomez, head of ESG & sustainability at PAI Partners talks about why measuring the carbon footprint of the portfolio is not enough
13 September 2021
IPEM 2021: PE is ready
Claire Chabrier, president of France Invest discusses how the Covid pandemic has accelerated innovation, climate issues and social responsibility
13 September 2021
ESG disclosure divergence
The FCA's climate-related disclosure proposals mark the first policy disclosure divergence in post-Brexit UK for private equity; how do the new rules stack up against the European Commission's SFDR?
9 September 2021
Profile: Stella Morse, Inverleith
The CFO discusses joining the private equity firm from the consumer world, what she thinks of the latest ESG regulations and setting up Inverleith's first institutional fund
25 August 2021
Domicile watch: August 2021
Key takeaways from the major PE domiciles: including the FCA's third consultation paper on UK IFPR, Guernsey's appointment of a strategic adviser for green and sustainable finance and Hong Kong's SFC amended fund manager code of conduct
23 August 2021
Ogier launches ESG compliance tool
The tool aims to help fund managers get up to speed with ESG themes, terminology, regulatory requirements as well as climate-related risk in portfolio management
29 July 2021
ILPA launches LP ESG framework
The framework helps LPs evaluate and benchmark GP responses to DD, inform goal setting conversations with GPs and measure ESG integration progress over time
13 July 2021
EU delays SFDR application date
SFDR application has moved from 1 January 2022 to 1 July 2022 to ensure a smooth implementation of the standards
6 July 2021
Lack of standardisation biggest threat to ESG
“Without one standardised framework for reporting standards, we will continue to see firms mixing and matching various guidelines, hindering long-term process in the area.”
29 June 2021
Domicile watch: June 2021
Key takeaways from the major PE domiciles: including Guernsey's updated code of corporate governance, Luxembourg's FAQ on MiFID application and Cyprus' new form related to cross-border activities
25 June 2021
FCA proposes climate-related disclosures
The proposals aim to increase transparency while enabling clients to make considered choices while remaining proportionate for firms
21 June 2021
Comment: The importance of being idle
Corona not only cleared the skies but also our minds, writes Riverside Europe COO, Dörte Höppner
14 June 2021
LPs increasingly concerned by tax and regulatory changes
43% of LPs identified regulatory changes as the greatest risk to PE returns
10 June 2021
Comment: ESG and fund finance
Michael Mbayi of Wildgen and Thomas Hallett of Barclays explore how funds can embrace ESG fund finance solutions
9 June 2021
New horizons: Carbon pricing
Professor Gianfranco Gianfrate, Climate Finance Lead and Professor of Finance at the EDHEC-Risk Institute, says carbon pricing is happening and managers need to prepare
8 June 2021
Private equity must address climate change risk
“Climate change presents unprecedented business opportunities for the industry in addition to risks”
19 May 2021
SFDR: EFAMA calls for Taxonomy consistency
The association has identified key issues which need to be addressed by the ESAs
10 May 2021
AlpInvest secures ESG-linked sub-line
ABN AMRO arranged the facility while Rabobank acted as sustainability co-ordinator
28 April 2021
LISTEN: Do we even need standardisation? Episode 2
The second instalment of a recent podcast discussion examined industry body reporting efforts, and asked if standardised reporting is still necessary?
19 April 2021
WATCH: Cybersecurity, and ESG concern
Cybersecurity is a matter of good governance, as well as reputation and risk management - putting it at the heart of ESG practices
8 April 2021
Green washing up
The SFDR aims to combat greenwashing, but what is actually expected from PE firms, and what do the new rules mean for operational leaders?
25 March 2021
Comment: An opportunity to fly ahead of the curve
Mikaela Murekian, director and head of ESG at Greenbrook, asks if a new approach to air travel could help GPs in their response to increased ESG pressure from LPs
22 March 2021
Protecting and enhancing value: Managing human rights risks across your portfolio
Sam Eastwood, James Ford, and Libby Reynolds of Mayer Brown predict greater focus on human rights due diligence processes
10 March 2021
SFDR comes into effect
SFDR imposes new transparency obligations and periodic reporting requirements on financial market participants
4 March 2021
Deeper Perspective: The UK Funds Regime
Benjamin Lamping, founder of Reframe Capital asks: Are we at risk of missing a potential watershed moment for the UK funds industry, and a genuine post-Brexit opportunity?
25 February 2021
Profile: Alexis Crusey, Aberdeen Standard Investments
The director of private markets product strategy, impact & ESG discusses the differences between ESG and impact investing, the importance of D&I as well as how its portfolio risk platform PRISM considers ESG factors
11 February 2021
5 minutes with… Guy Battle, Social Value Portal
As ESG’s visibility continues to increase, finding ways to measure and report efforts remains tricky. Social Value Portal’s CEO Guy Battle explains how their framework attributes monetary values to social impact
27 January 2021
Domicile watch: January 2021
Key takeaways from the major PE domiciles: including Jersey's new definition for AML legislation, changes to Guernsey's private fund regime and Ireland's prep for SFDR
20 January 2021
ACA launches ESG advisory practice
Dan Mistler and Crista DesRochers will head up the new division, while Dani Williams joins the team to focus on ESG in financial regulation
18 January 2021
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
11 January 2021
The ESG tech wave
From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play
8 January 2021
LPs want better ESG reporting
LPs are seeking more granular detail when it comes to ESG reporting, according to Intertrust Group
22 December 2020
2020 in review: D&I firmly on the agenda
A look back at our diversity & inclusion highlights in PE during 2020
16 December 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
14 December 2020
Class of 2020
A cross-section of industry practitioners share their greatest lessons of this year
9 December 2020
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.
8 December 2020
2020 in review: Regulatory complexity
A look back at the regulatory transformation around the AIFMD in the private equity market in 2020
7 December 2020
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
2 December 2020
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.
17 November 2020
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
13 November 2020
UNPRI updates investor reporting framework
The new framework aims to create a shorter, more consistent structure, with more flexible and meaningful reporting outputs
12 November 2020
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
5 November 2020
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
19 October 2020
Comment: Can public subsidy and private equity co-exist?
Covid-19 has thrown the industry into an unwanted spotlight - and now the taxman cometh
13 October 2020
WATCH: No place like home: finding the right fund domicile
Predictability, reliability and quality are key components, according to our expert panel
28 September 2020
Ocorian acquires Newgate Compliance
The deal furthers Ocorian's service offering to asset managers operating in the regulated UK market.
24 September 2020
Comment: Culture drives results
Riverside COO Dörte Höppner believes culture is intrinsic to performance, and now is the time to talk about it
21 September 2020
Comment: Cross-border marketing of funds
Richard Small, partner of Addleshaw Goddard, deciphers increasing complexities around crossborder marketing rules
17 September 2020
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
14 September 2020
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
28 August 2020
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
27 August 2020
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
13 August 2020
Comment: ESG regulation is coming
Jan Gruter of Addleshaw Goddard deciphers what new regulatory frameworks could mean for private equity
10 August 2020
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
3 August 2020
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?
11 June 2020
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"
9 June 2020
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