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Earlier this year, we wrote about the growing role of ESG research in the private market. Having just completed a six-month industry listening tour, I can say this with confidence: ESG isn’t coming to private equity — it’s here. Following are six key takeaways on the growing role of ESG, both pre- and post-IPO.
Taking these market dynamics into account, we believe that the earlier boards and management teams address ESG issues and understand how they stack up to public company peers, the better. In our view, the process should begin with an “ESG road map” that outlines plans for improvements in areas such as board composition (e.g., diversity of thought in the boardroom), executive compensation (e.g., transparency and alignment with the interests of long-term shareholders), and ESG strategy (e.g. materiality assessments of environmental and social impacts and communication to relevant stakeholders).
1Pitchbook Sustainable Investment Survey, October 2020
2Morgan Stanley Institute for Sustainable Investing, Sustainable Signals report, May 2020
2023 Alternative Investment OutlookContinue reading
Opportunity in disguise: Why bad news may be good for alternatives in 2023Continue reading
Private credit in 2023: The benefits of a bear market?Continue reading
ESG in private markets: Insights for 2023Continue reading
2023 Alternative Investment Outlook
Members of our iStrat and private investment teams share their views on opportunities in liquid alternatives, private equity, and private credit, as well as the ESG landscape for private companies.
Opportunity in disguise: Why bad news may be good for alternatives in 2023
Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how alternative investments may help allocators make tailwinds out of macro and market headwinds in the year ahead.
Private credit in 2023: The benefits of a bear market?
We explore conditions in investment-grade private credit and go deeper on how today’s challenging overall market landscape could fuel opportunities for investors.
Private equity outlook: Why we see a buyers’ market ahead
Co-Head of Private Investments Michael Carmen shares his outlook for the private equity market, highlighting today's normalizing multiples, continued innovation, and, in a number of cases, fewer competitors for the most attractive deals.
Five key ESG topics for private companies in 2023
Our ESG for Private Investments Team explores five critical ESG topics for private companies in the year ahead.
ESG in private markets: Insights for 2023
We highlight five key areas for private companies to prioritize in 2023 and share the essential steps they can take to keep up with today’s evolving ESG risks and opportunities.
Fintech market overview: The intersection of disruption and dispersion
In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.
Measuring impact in venture capital
We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.