Corinne Smith’s Post

In the latest instalment of SCI's video interview series, Morningstar Sustainalytics’ Begum Gursoy speaks to Kenny Wastell about transition finance in the context of hard to abate industries. In this excerpt, Gurrsoy outlines the role of labels in any given transaction and how important they are to issuers and investors. SCI subscribers can view the entire video interview here: https://lnkd.in/gPUkvPur #TransitionFinance #ESG #securitization #securitisation #structuredcredit #structuredfinance

It was great to speak with Kenny Wastell, Structured Credit Investor, about transition finance in the context of hard-to-abate industries. We unpacked the role of labelling, the current state of the market, key areas and opportunities, and the role of the securitization market. #transitionfinance #hardtoabate #decarbonization #sustainalbefinance

Many thanks Begum Gursoy for your thoughts and insights on transition finance in the context of hard to abate industries.

🌟SG Analytics' premier private equity monthly newsletter - "Axia" is your window to the latest trends, deals, and strategies reshaping the private equity industry. ✨The fifth edition of the newsletter explores the exciting world of private equity in the carbon credits market and offers exclusive insights into the landscape. 💡Take a deep dive into how regulatory support, corporate sustainability pledges, and increasing environmental awareness are driving the carbon credits market demand and encouraging private equity players to step in. 🚀 There’s more! Gain insightful snapshots of the latest deals to give you a competitive edge. 👋 See you next month! Sid S. Mayuresh Wagh Steve Salvius Kunal Doctor Anuj Gupta Anwar Jakhal Sandeep Jindal Shreyanka Pal #privateequity #PE #investing #deals #trends #newsletter #alternativeinvestments #dealanalysis #StayInformed

Investors are reallocating their risk budgets to illiquid private market investments, according to a report from Cerulli Associates. The findings were a part of Cerulli's September U.S. Products Trends report. "In conversations with institutions, Cerulli has found that many are reallocating their risk budgets away from traditional active strategies in favor of illiquid private market investments," the report states. Institutional investors are also seeking more customization in investment products as they refine their investment strategies around principles such as environmental, social and governance standards, while also seeking to lower costs that come with private market investments. Approximately 19% of surveyed funds said they planned to increase their allocations to private comingled funds, another 18% said they planned to increase their allocations to co-investments over the next 24 months. Additional details of the study can be found here: #privateequity #comminglesfubnds #esg #cios

Sectoral funds can attract investors with their impressive past returns, but they are often cyclical and sensitive to economic and political changes. Many investors are drawn to these funds based on strong three-year performance, but they might be entering after the sector's peak. This can result in riding down the cycle of the sectoral fund, potentially leading to disappointing returns. Through this article in businessline, Arihant Bardia, Founder & CIO, Valtrust explains why one should not build the investment premise based on past performance in sectoral funds.  #SectoralFunds #AssetAllocation #MultiFamilyOffice

How do investors feel about thematic investing in 2024? Find out in the latest Thematics Barometer: https://lnkd.in/ewW3Ag2P Coalition Greenwich (a division of CRISIL) BNP Paribas CIB BNP Paribas

How do institutional investors balance fiduciary duty with climate risk considerations? Where is divested capital being reinvested? Join FIASI in person (or virtually) tomorrow at the McNally Auditorium at Fordham University in NYC for this fantastic discussion along with many others. #FIASI_esg, #ESGinvesting, #sustainablefinance, #esgintegration, #FIASI_esgresearch, #Fixedincome, #sustainableinvesting #divestment #sustinability #engagement

What factors are hindering #advisors from engaging in more discussions about responsible investment (RI) with their clients? Are they missing out on opportunities? No matter if you have doubts or are already providing RI solutions to your clients, this NBI #webinar is for you. Milla Craig, President and CEO at Millani - Responsible investing advisory services, will help you answer the most common questions and pushback that advisors encounter with their clients. Register now! 👇

ANSWER: green is global private equity assets under management (source: Preqin) blue is global equity market cap (MSCI ACWI IMI) A lot is written about concerns over whether PE has gotten too big. Really? Really?! Yes it’s grown rapidly but it’s still tiny vs public markets. Who’s to say it can’t grow a lot more? #privateequity #privateassets #schroderscapital #investingstrategy #markets ********************* 👋 Follow me for chart-driven investment insights and the Friday Chart Quiz 📈📊📉