Severine Camp

#Robeco International asset manager Robeco announced the launch of the Robeco Climate Equities Indices, and new index family aimed at providing investors with exposure to investments supporting global efforts to reduce carbon emissions and mitigate climate change, and catering to a broad range of climate investing stages. According to Robeco, the new indices incorporate, to varying degress, the firm’s proprietary tools enabling forward-looking metrics into stocks contributing to a low-carbon economy and reducing carbon footprint, such as those with credible and ambitious emissions reduction targets, or companies providing transition-enabling solutions. Metrics incorporated into the indices include Robeco’s Climate Traffic Light, which assesses company alignment with the Paris Agreement, SGD Framework, which assesses company alignment with relevant SDGs, and Climate Beta, which measures company exposure to climate transition risk. https://lnkd.in/dGTYduEv

5

Longspur Capital is delighted to have advised SFP Group as sole financial advisor on its €120 million capital raise for the construction of two large 20MW biomethane plants in the Netherlands. Senior debt will be provided by ABN AMRO Bank N.V. and ING Nederland, with a junior tranche from Zencap Asset Management. Equity will be provided by SFP Group and SWEN Capital Partners. SFP Group, a Dutch company which has one of the largest operating biomethane production facilities in Europe, will now have capacity to produce ~800 GWh of biomethane annually, that’s enough to supply more than 50,000 households with green gas each year for decades! Very proud to have advised SFP Group as this transaction will kick-start the next chapter of their growth and support the Netherlands in achieving its sustainability goals. Het Financieele Dagblad has written the following article which underpins the relevance of SFP Group in the energy transition: https://lnkd.in/eYKcscYG Please reach out if you’d like to learn more about this transaction, or in case you are looking for capital raising or M&A support. Thank you to all people and parties involved in the process for their dedication to make this transaction a success: Erik Brouwer, Niels Peters, Jai Srivastava, CFA, François Pasquier, Gabrielle Hubert, Thomas Terstegen, Peter. Van. Eijndhoven, Mark van Zon, Faril Bholai, Guillaume Boucher, Baptiste Grandval, Gaëtan Fusaro, TRIP Advocaten Notarissen, Romana Bremer, Ale van der Wielen, Stefan Kuipers, Cees Verburg, Stek, Herman Wamelink, Katinka van den Brink, Niki Rossing, Bird & Bird, Roger van Buuren, Daniel Polderman, Roland Kok, DNV, Tobias Grande Hansen. Apologies in case I've missed you in this overview. #biogas #biomethane #energytransition #renewables #circularity

189

10 commentaren

I recently sat down with Michael (Miša) Klimeš of The Banker who has now published his write-up of the interview. The article does a great job of explaining how we at Daiwa Capital Markets Europe Ltd are developing our business to align with the purpose of enabling longer, better lives. As part of this we are committed to integrating Sustainable Development Goals into our core business strategy, with a particular focus on food security, gender equality, and healthcare. These areas reflect both the global challenges we face and the opportunities for financial institutions to be a force for meaningful change. If you’re interested in finding out more, we are hosting an ESG Conference on 25 September. You can click through to Michael’s article via the below link (£). #Daiwa #SocialImpact #ESG #SustainableFinance

59

5 commentaren

In this week’s round-up, we recap Coller Capital’s recent survey findings, which outline investors’ expectations for the growth of the secondaries market as well as their immediate allocation plans. Two of the industry’s leading lights also share what trends they are seeing develop, while one of the largest Dutch pension funds joins a long list of leading LPs in sounding out interest for a slice of its PE portfolio. I - While all private secondaries markets are on a steep growth trajectory, it is the trading of secondhand private equity assets that investors are most bullish on. That is according to findings from the latest Coller Capital Barometer, in which 73% of LPs say they see the PE secondary market delivering substantial growth, followed by 63% who say the same for private credit secondaries. Secondary fundraising is also poised to rise. Private credit is anticipated to see the highest increase in target allocations, with 45% of investors planning to boost their exposure. Secondaries follow closely, 38% of respondents intend to increase their allocations to the strategy. Read Coller’s full survey findings for more: https://shorturl.at/kT9xE II - AlpInvest Partners chair and The Carlyle Group’s head of global investment solutions, Ruulke Bagijn, and global head of primaries, Wendy Zhu, recently shared some valuable insights on what they’re witnessing in the secondary market. For one, sellers in the LP-led market are prioritizing offloading high-quality assets. This is helping them to minimize discounts to NAV and therefore maximize their returns. Secondly, and contrary to the perception that secondaries are a tool for managing tail-end exposure, there is a trend towards buyers seeking out younger vintages in which they see more value creation potential. Understanding these current market dynamics is crucial for sellers, helping them to put their best foot forward when managing their portfolios. Read the full interview with Bagijn and Zhu at Private Equity International: https://shorturl.at/ESVo2 III - A prime example of quality assets coming to market is Dutch pension fund APG’s recent efforts to divest a chunk of its PE portfolio. The investor is exploring the sale of $2bn-$3bn worth of fund interests, joining other large institutions such as Kaiser Permanente, HarbourVest Partners, Washington State Investment Board, LACERA and the UK’s Universities Superannuation Scheme (Ltd), which are all either shopping large LP portfolios or have recently found buyers for their assets. For APG, sources told Secondaries Investor that the pension fund is overallocated to PE and this sale is being sought to rebalance its exposure. The portfolio is said to comprise premium-quality buyout fund stakes for the most part. Buyout has been the best-priced strategy for sellers for some time. According to PJT Partners, these assets changed hands for between 90-95% of NAV in Q1 this year, up slightly on the previous quarter. #privateequity #secondaries

15

1 commentaar

Amsterdam’s Vortex Capital Partners recently raised a new tech fund to back high-growth potential SMEs. 💸 €145M 💡 Investing in companies that are growing and have a profitable core business, especially those using technology in unique ways. It mainly targets companies making €3M to around €30M annually with the potential to grow nationally and internationally. 🌍 #Netherlands, #Belgium, and other European countries. 📈 Founded in 2012, the firm has invested in 24 companies with over 55 follow-on investments. Current PortCo's include Studytube, POM, Kitry, Horizon Group, MyBit Group, among others. 💭 “This strengthens our position as an active investor in the software and technology sectors, where we see many opportunities and consolidation opportunities. We look forward to also working with ambitious entrepreneurs and management teams through this fund to contribute to building strong and healthy companies.” - Evert Jan de Groot, Managing Partner at Vortex Capital Partners 🗞️ Vishal Singh Silicon Canals - European Technology News https://lnkd.in/enrYe4td 👏 For the #AudaciousInvestors unleashing innovation and empowering tomorrow🚀 Evert I Joost I Kelsey I Agnes I Dalip I Jorre I Deron I Jeroen I Robert I Rick I Team Vortex … #venturecapital #vc #funds #startups #entrepreneurs #funding #tech #entrepreneurship #technology #innovation #Amsterdam #Netherlands

13

Listed equities are one of the fastest growing asset classes in impact investing, according to GIIN research. Now, at the GIIN Impact Forum in Amsterdam, October 23 - 24, Regnan Senior Fund Manger Tim Crockford will share his insights from the Regnan Global Equity Impact Solutions strategy, which focuses on investing in listed stocks from mission-driven businesses that address underserved environmental and social challenges and deliver real, systematic change for the better. Regnan will cover differentiated, purposeful and authentic impact investment solutions that allow investors to navigate complex and interconnected systems that are constantly evolving: --Systems-level engagement --Thematic impact research --Thematic impact data and measurement Learn more about the strategy here: https://lnkd.in/ejQzKiTH

38

After conducting our annual audit of the Concorde Capital investment portfolio, we’ve made a pivotal decision: We’re focusing on energy-related projects 🌍 Why? We see these not only as high-potential business opportunities, but also as fulfilling a crucial social responsibility. Here’s what’s coming up: 1️⃣ Energy Storage Systems This project is all about stabilizing the power grid by balancing supply and demand in real-time. It’s a solution for a sustainable future. 2️⃣ Energy Efficiency at Kryvyi Rih Cement Plant We’re implementing energy-saving technologies and alternative energy sources to reduce our environmental impact. 3️⃣ A New Project Launch (Stay tuned for the announcements) To further align our focus, we’re also divesting from non-core assets. We recently completed the sale of "Center "Sun Craft" LLC to a Chinese investor, and we’re preparing another quarry project as a ready-to-go business, fully equipped with licenses, permits, and infrastructure. And regarding our “Zori” project? It’s in the final stages and ready to make an impact. With a unique concept and a prime location, I’m confident it will resonate with the growing demand for such developments. 📈 2024 is set to be a year of meaningful growth and positive impact. Let’s build a future that matters.

81

2 commentaren

💡 Market Insights by Bas Kooijman MSTA 💡 ◾ U.S.: stock market experienced a strong recovery, led by the technology sector, particularly the Nasdaq Composite. Optimism about a "soft landing" for the economy, where inflation cools without triggering a recession, drove this rebound. ◾ Europe: markets ended the week positively, driven by optimism for potential interest rate cuts.  ◾ Japan: stock markets rebounded strongly, supported by the yen's depreciation against the U.S. dollar and better-than-expected U.S. economic data. ◾ China: markets saw modest gains, but underlying economic data revealed ongoing challenges. Industrial production growth slowed, and the property market continued to decline. Looking ahead: U.S. and Europe find some optimism in data, while China faces persistent challenges. Investors worldwide are closely watching how diverse economic trends will shape the next phase of the global recovery. Read the full article for deeper insights into these and other developing market trends. #marketinsights #financialmarkets #us #europe #japan #china #dhfcapital

42

From 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘉𝘦𝘭𝘪𝘦𝘧𝘴 by Kees Koedijk and Alfred Slager: "The very concept of investment beliefs implies that mistakes will be made — it is after all a belief, and you are bound to pick one or two wrong ones every now and then. Most investors do a great job telling you how well they've done with their investment strategies. These are probably also the investors that led you to ride the waves of all the major hypes, not the organizations that do post-mortems and think about how to improve their investment philosophy." https://amzn.to/4cfJfJR

5

StepStone Group’s venture and growth evergreen fund made 10 secondary purchases in Q4 FY24. The fund’s top three investments included stakes in Lightspeed, Amaranth, and 137 Ventures funds, making up 67% of the quarter’s purchases. Bob Long #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #RetailInvestors #Venture #VentureCapital #VC https://lnkd.in/eGT_H-Hi

29

For the past half-decade, our Alpha Strategy has consistently delivered positive returns every single month. Our CEO and Asset Manager, Bas Kooijman MSTA, expressed his delight about this achievement: “In a market environment that has been nothing short of challenging, our Alpha Strategy’s ability to consistently deliver positive returns month after month is a clear indicator of the value we bring to our investors.” We hope to continue delivering positive outcomes for our investors in the future. Read the full article about our achievement here: https://lnkd.in/dAEXF8tN #hedgefunds #assetmanagement #fund #dhfcapital

45

1 commentaar

Mounting concern about the strength of the US economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast here: https://ro-be.co/bdennrnx #robeco #podcast #financialmarkets

5

Our Head of Climate Research, Bert Kramer has shared his insights with International Financing Review on how various asset classes such as equities and fixed income, will be exposed differently to climate change and the extent of pricing-in that has already taken place. Thanks Tessa Walsh, it was wonderful to have the opportunity to discuss the potentials risks and market instability that financial markets should be aware of, and how investors can prepare for different alternative futures. https://lnkd.in/e3crWsqc

19

📊 𝗗𝘂𝘁𝗰𝗵 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗥𝗲𝗽𝗼𝗿𝘁 𝗤𝟭 𝟮𝟬𝟮𝟰 - 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 📊 On its Q1 2024 PE newsletter, the Private Equity coverage team of Oaklins Netherlands wrote an insightful report about the 2024 updates of the Dutch Private Equity landscape. The latest insights from the Dutch Private Equity market reveal several crucial trends and developments: 1. 𝗖𝗮𝘂𝘁𝗶𝗼𝘂𝘀 𝗦𝘁𝗮𝗿𝘁 𝘁𝗼 𝟮𝟬𝟮𝟰: • 𝗠&𝗔 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆 saw a 𝟮𝟰% 𝗱𝗲𝗰𝗹𝗶𝗻𝗲 in Q1 compared to Q4 2023. • 𝐏𝐄-𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧𝐬 dropped by 𝟰𝟵%, reflecting sensitivity to interest rates and geopolitical issues. • Q1 2024 marked the 𝗹𝗼𝘄𝗲𝘀𝘁 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗣𝗘-𝗶𝗻𝘃𝗼𝗹𝘃𝗲𝗱 𝗱𝗲𝗮𝗹 𝗰𝗼𝘂𝗻𝘁 in the past three years with only 38 transactions. 2. 𝗗𝗲𝗯𝘁 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗯𝗼𝘂𝗻𝗱: • 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗹𝗼𝗮𝗻 𝘃𝗼𝗹𝘂𝗺𝗲 𝗿𝗲𝗯𝗼𝘂𝗻𝗱𝗲𝗱, driven by refinancing activities, reaching EUR 29.3b, the busiest quarter since Q2 2021. • Tightening spreads and decreased interest rates on leveraged loans indicate improving conditions. 3. 𝗦𝘁𝗿𝗼𝗻𝗴 𝗦𝗲𝗰𝘁𝗼𝗿𝘀: • 𝗧𝗠𝗧 𝗮𝗻𝗱 𝗘𝗻𝗲𝗿𝗴𝘆 𝗧𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 sectors continue to lead in deal flow. • The 𝗳𝗮𝘀𝘁-𝗺𝗼𝘃𝗶𝗻𝗴 𝗯𝗮𝘁𝘁𝗲𝗿𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 shows significant growth and M&A activity, driven by sustainability and electrification trends. 4. 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘂𝗰𝗰𝗲𝘀𝘀: • Despite challenges, PE firms raised substantial funds. • Main Capital Partners secured a €𝟭.𝟵𝗯𝗻 𝗳𝘂𝗻𝗱 for mature software companies and a €𝟱𝟬𝟬𝗺 𝗳𝘂𝗻𝗱 for high-growth software companies. • Holland Capital raised a €𝟮𝟮𝟱𝗺 𝗘𝗦𝗚-𝗳𝗼𝗰𝘂𝘀𝗲𝗱 𝗳𝘂𝗻𝗱 targeting healthcare, technology, and agrifood-tech sectors. 5. 𝗣𝗘 𝗙𝗶𝗿𝗺 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆: • 𝗠𝗮𝗶𝗻 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 and 𝗛𝗼𝗹𝗹𝗮𝗻𝗱 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 were the most active, focusing on TMT and Healthcare sectors. • 𝗠𝗮𝗶𝗻 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 completed 𝟭𝟬 𝗱𝗲𝗮𝗹𝘀 in the past twelve months, including 5 exits. 6. 𝗣𝗼𝘀𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: • Increased M&A activity is anticipated from 𝗤𝟯 𝟮𝟬𝟮𝟰. • Expected uptick in dealmaking driven by record levels of dry powder and positive signals from public markets. These insights are crucial for understanding the current landscape and future opportunities in the Dutch Private Equity market. The resilience and adaptability of the market amid economic challenges are evident, with strong sectors continuing to attract significant investment. 📥 𝗙𝘂𝗹𝗹 𝗥𝗲𝗽𝗼𝗿𝘁: For complete insights, read the full report below. 🔍 𝗦𝘁𝗮𝘆 𝗜𝗻𝗳𝗼𝗿𝗺𝗲𝗱: For more detailed analysis and updates, follow Dutch Private Funds Insider. #PrivateEquity #Investment #Finance #DutchFunds #MarketTrends #2024Outlook #MergersAndAcquisitions #Fundraising #Oaklins

4

1 commentaar

📣We are pleased to share that our recent market study, the "ILS Universe Overview," has been recognized by PGGM, one the largest Dutch pension investment managers and long-term, major investor in ILS. https://lnkd.in/dtwYrx-S 📊 Our comprehensive study, published last week, aims at enhancing transparency in the Insurance-Linked Securities (ILS) market. 🎊 We are very thankful for the endorsement from one of the largest ILS investors worldwide. This underscores the value of our initiative in gathering ILS managers from across the globe to share their views and data. At the same time we believe it confirms the general investors’ need for a more elaborated level of transparency to foster trustworthy relationships between investors and ILS managers. 💡At SIGLO, we are committed to supporting investors in their allocation decisions and to increase confidence in diversifying asset classes such as ILS, where publicly available data for the analysis of managers and products remains relatively scarce. ➡ Read the original market study here: https://lnkd.in/d8dpuuVX #IndustryInsights #Reinsurance #AlternativeInvestments

57

1 commentaar

With impact funds booming, it's crucial to separate genuine efforts from marketing hype. Impact-linked compensation can bridge that gap, ensuring fund managers' interests align with real-world impact. 💡 Read Top Investor Christin ter Braak-Forstinger, Dr., LL.M.'s insights on how this model fosters accountability and drives meaningful change in the impact investing sector: https://ow.ly/Zj1s50T1SAa Chi Impact Capital #ImpactInvesting #Accountability #SocialImpact

6

Gold faced selling pressure earlier this week “...This decline may be temporary, as the precious metal maintains strong fundamentals that could support further price advances,” said Bas Kooijman MSTA, DHF Capital's CEO and Asset Manager. How long do you think the uncertainty in financial markets will last? Read the full article here: https://lnkd.in/dAajE29U #gold #preciousmetals #financialmarkets #investing #dhfcapital

4

The Netherlands has maintained the top spot in the 2024 Mercer CFA Institute Global Pension Index. Explore the report to see the analysis of the 48 pension systems, using more than 50 indicators: https://lnkd.in/eURVSBfK #retirement #savings #pensions #longevity

3