Sustainable Investing

What measures do direct lenders need to take to make a real difference to their portfolio companies? Jonathan Smith from LGT Capital Partners, head of the firm’s ESG and impact investing efforts in its private debt unit, outlines the priorities.

In Europe, ESG remains a key consideration for investors, while elsewhere the conversation has become more muted. Peter Arnold, head of European private markets at LBP Asset Management, examines the landscape.

Bluefield Partners’ investment manager Manuel Ortiz-Olave on the unique challenges renewables present and how asset owners can best prepare to engage with new lender prospects.

The growing market for energy and power solutions is creating opportunities for lenders that can bridge the funding gap, says Don Dimitrievich, senior managing director and portfolio manager in the Energy Infrastructure Credit group at Nuveen.

The growth in data centre investment brings concerns about energy consumption in the sector – how are borrowers and lenders addressing this?

If impact is to attract the most talented GPs – and a wide pool of investors – it mustn’t make itself too expensive.

The Dutch pension manager is also looking for more special situations funds and weighing its approach to US investments, says its head of alternative credit.

A growing number of mainstream players are committing to impact strategies.

Transition finance is complementary to impact investing, say Tikehau Capital’s Vincent Lemaitre, head of ESG for private debt and tactical strategies, and Lindee Wong, director of climate and biodiversity.