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From the explosive growth in private markets to the integration of ESG best practices, the alternatives landscape is rapidly evolving. To help investors adapt, we propose five areas of focus, including thoughts on manager selection, late-stage venture capital, and thematic investing, among other topics.
In 2020, we saw the private equity market bounce back from the early days of the COVID crisis and gradually gain momentum throughout the year, with late-stage companies fueled by a sentiment of cautious optimism. The momentum only continued to build in 2021, with deal volume and IPO activity surging to new highs. Here I’ll offer a few thoughts on why the market has continued to accelerate as we approach the start of a new year.
The growing recognition of the impact of ESG risks and opportunities on private market performance and capital availability is driving rapidly evolving expectations and greater adoption of best practices. These factors are increasingly important for private companies across all stages of their life cycles. Here, we profile five ESG topics that will be top of mind in private markets for the coming year.