
Purposeful investing: ESG compliance, due diligence and beyond
While limited partners and other investors are calling for corporate responsibility, regulators are making similar demands. They’re developing rules such as the EU’s Sustainable Finance Disclosure Regulation to enable end investors to make informed decisions related to ESG issues. Widespread ESG corporate standards are sure to follow. Meanwhile, US CLO managers will soon be expected to incorporate ESG factors into new-issue CLOs in response to demand from buyers and the US government’s climate agenda.
To compete, private equity firms must not only ensure their own organisations adhere to ESG standards, they must continuously evaluate and track the practices of their portfolio companies and understand the potential ESG risks and benefits of each target acquisition. Those investing in private debt must also account for these risks when performing due diligence.
In this webinar, Vistra experts in private equity and capital markets — and a leading ESG authority from the Turnkey Group — discuss how to effectively negotiate the world of purposeful investing, including:
- Understanding purposeful investing, including key ESG criteria
- Preparing for coming ESG regulations, including reporting requirements
- Expanding your due diligence process to account for ESG criteria, economic substance requirements and more
- Forecasting global green bond investment trends in 2022 and beyond
- Developing and implementing standards and technology to measure and track current investments and targets to meet the demands of limited partners
- Investing in businesses that have the potential to significantly raise their ESG practices and valuations
Presenters

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