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ESG regulation

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

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

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

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

IPEM 2021: PE is ready

Claire Chabrier, president of France Invest discusses how the Covid pandemic has accelerated innovation, climate issues and social responsibility

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?

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

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

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

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

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

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.”

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

FCA proposes climate-related disclosures

The proposals aim to increase transparency while enabling clients to make considered choices while remaining proportionate for firms

Comment: The importance of being idle

Corona not only cleared the skies but also our minds, writes Riverside Europe COO, Dörte Höppner

LPs increasingly concerned by tax and regulatory changes

43% of LPs identified regulatory changes as the greatest risk to PE returns

Comment: ESG and fund finance

Michael Mbayi of Wildgen and Thomas Hallett of Barclays explore how funds can embrace ESG fund finance solutions

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

Private equity must address climate change risk

“Climate change presents unprecedented business opportunities for the industry in addition to risks”

SFDR: EFAMA calls for Taxonomy consistency

The association has identified key issues which need to be addressed by the ESAs

AlpInvest secures ESG-linked sub-line

ABN AMRO arranged the facility while Rabobank acted as sustainability co-ordinator

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?

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

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?

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

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

SFDR comes into effect

SFDR imposes new transparency obligations and periodic reporting requirements on financial market participants

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?

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

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

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

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

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

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

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

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

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.

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

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: Can public subsidy and private equity co-exist?

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

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

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

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

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

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

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

Comment: ESG regulation is coming

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

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?

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"

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