Responsible Investment Forum: Europe Sample of Previous Attending Companies Include

Total Page:16

File Type:pdf, Size:1020Kb

Responsible Investment Forum: Europe Sample of Previous Attending Companies Include Responsible Investment Forum: Europe Sample of previous attending companies include Aberdeen Standard Investment Earth Capital Merseyside Pension Fund Allianz Capital Partners EBRD MiddleGround Capital Alpha Associates EIF MN AlpInvest Partners EMK Capital Montagu Private Equity Ambienta Energy Impact Partners Munich Venture Partners AP6 Equistone Partners Europe Muzinich & Co AP7 ESPIRA Investments Naya Capital Management Apax Partners Estera National Employment Savings Trust Apera Asset Management Ethos Private Equity Neuberger Berman APG Asset Management Eurazeo New York City Retirement System Ardian European Leveraged Finance Alliance Nordea Avanath Capital Management Exponent Private Equity Nordic Capital AXA FirstPoint Norvester Equity Bain & Company Foresight Group Nuveen Beyond Capital Frontier Investment Management Octopus Investments Big Society Capital Glennmont Partners OMFIF BlackRock Global Sustain Group Oxford University Endowment Blue Wolf Capital Partners GRESB Management BNP Paribas Greystar Europe Holdings PAI Partners Border to Coast Pensions Partnership Hamilton Lane Partners Group BP Investment Management Harvard Management Company Pension Protection Fund Bregal Investments Hawksford PGGM Bridgepoint Hayfin Principles for Responsible Investment Bridges Fund Management . HESTA PSP Investments British Airways Pension Investment Hg Rabobank Management Hollyport Capital Rede Partners Brookfield Asset Management Hydra EXM RenInvest Sustainability Brunel Pension Partnership IK Investment Partners Robeco Nederland BVCA IMAS Foundation Rothschild & Co Capital Dynamics Impact Management Project South China Financial Capvis Insight Venture Partners Star Capital Partners Carbon Cap Management Intermediate Capital Group Stepstone Group Carlyle Group International Finance Corporation Summa Equity CDC Group Invest Europe SustainAbility Charterhouse Capital Partners JLL Tesco Pension Investment Church Commissioners for England Jupiter Asset Management The Capital Group Church of England Pensions Board Lion Capital The Global Fund Cinven Lloyds Banking Group The Jordan Company Coller Capital Local Government Association The Nature Conservancy Columbus Point Local Pensions Partnership The Predistribution Initiative CORDET Capital Partners M&G Investment Management USS Investment Management CPP Investment Board Macquarie Varde Partners CVC Capital Partners Malk Partners Wafra Denham Capital Marwitz Family Office Wates Foundation Development Partners International MassMutual Wimmer Family Office DPE Deutsche Private Equity Mercatus WWF DWS Mercer Alternatives YIELCO Investments For more information on the Responsible Investment Forum 2021 contact: Charles Gould | Events Director EMEA E: [email protected] T: +44 (0) 203 879 3893.
Recommended publications
  • BMO Private Equity Trust PLC
    BMO Private Equity Trust PLC Annual Report and Accounts 31 December 2019 BMO Private Equity Trust PLC Celebrating1 | BMO Private 20 Equity years Trust PLC– 1999 to 2019 Report and Accounts 2019 | PB 2 | BMO Private Equity Trust PLC Report and Accounts 2019 | 1 Overview Overview Contents Chairman’s statement Strategic Auditor’s Report Overview Independent Auditor’s Report 40 Company Overview 2 Report Financial Highlights 3 Summary of Performance 4 Financial Report Statement of Comprehensive Income 46 5 Balance Sheet 47 Chairman’s Statement Statement of Changes in Equity 48 Governance Statement of Cash Flows 49 Strategic Report Notes to the Financial Statements 50 Strategic Report – Introduction 7 M DisclosuresAIF 63 Principal Policies 9 Report Promoting the Success and Sustainability of the Company 11 Sustainability and ESG 12 Annual General Meeting Key Performance Indicators 13 Notice of Annual General Meeting 64 Investment Manager 14 Investment Manager’s Review 15 Other Information Auditor’s Shareholder Information 69 Portfolio Summary 19 Top Ten Holdings 20 History 70 Report Portfolio Holdings 22 Historical Record 70 Principal Risks 24 Alternative Performance Measures 71 Glossary of Terms 73 Governance Report w Ho to Invest 75 Corporate Information 76 d of BoarDirectors 26 Financial Report of the Directors 27 Report Corporate Governance Statement 31 Report of the Audit Committee 33 Report of the Nomination Committee 35 Directors’ Remuneration Report 36 Report of the Management Engagement Committee 38 Statement of Directors’ Responsibilities 39 AGM Other Information 2 | BMO Private Equity Trust PLC Report and Accounts 2019 | 1 185155 PET AR19 PRINT.indd 1 16/04/2020 13:58 BMO Private Equity Trust PLC Company Overview The Company BMO Private Equity Trust PLC (‘the Company’) is an investment trust and its Ordinary Shares are traded on the Main Market of the London Stock Exchange.
    [Show full text]
  • Annual Report
    Building Long-term Wealth by Investing in Private Companies Annual Report and Accounts 12 Months to 31 January 2021 Our Purpose HarbourVest Global Private Equity (“HVPE” or the “Company”) exists to provide easy access to a diversified global portfolio of high-quality private companies by investing in HarbourVest-managed funds, through which we help support innovation and growth in a responsible manner, creating value for all our stakeholders. Investment Objective The Company’s investment objective is to generate superior shareholder returns through long-term capital appreciation by investing primarily in a diversified portfolio of private markets investments. Our Purpose in Detail Focus and Approach Investment Manager Investment into private companies requires Our Investment Manager, HarbourVest Partners,1 experience, skill, and expertise. Our focus is on is an experienced and trusted global private building a comprehensive global portfolio of the markets asset manager. HVPE, through its highest-quality investments, in a proactive yet investments in HarbourVest funds, helps to measured way, with the strength of our balance support innovation and growth in the global sheet underpinning everything we do. economy whilst seeking to promote improvement in environmental, social, Our multi-layered investment approach creates and governance (“ESG”) standards. diversification, helping to spread risk, and is fundamental to our aim of creating a portfolio that no individual investor can replicate. The Result Company Overview We connect the everyday investor with a broad HarbourVest Global Private Equity is a Guernsey base of private markets experts. The result is incorporated, London listed, FTSE 250 Investment a distinct single access point to HarbourVest Company with assets of $2.9 billion and a market Partners, and a prudently managed global private capitalisation of £1.5 billion as at 31 January 2021 companies portfolio designed to navigate (tickers: HVPE (£)/HVPD ($)).
    [Show full text]
  • Nordic-Capital-Pri-Transparency-Report-2020.Pdf
    RI TRANSPARENCY REPOR T 2020 Nordic Capital An investor initiative in partnership with UNEP Finance Initiative and UN Global Compact About this report The PRI Reporting Framework is a key step in the journey towards building a common language and industry standard for reporting responsible investment (RI) activities. This RI Transparency Report is one of the key outputs of this Framework. Its primary objective is to enable signatory transparency on RI activities and facilitate dialogue between investors and their clients, beneficiaries and other stakeholders. A copy of this report will be publicly disclosed for all reporting signatories on the PRI website, ensuring accountability of the PRI Initiative and its signatories. This report is an export of the individual Signatory organisation’s response to the PRI during the 2020 reporting cycle. It includes their responses to mandatory indicators, as well as responses to voluntary indicators the signatory has agreed to make public. The information is presented exactly as it was reported. Where an indicator offers a response option that is multiple-choice, all options that were available to the signatory to select are presented in this report. Presenting the information exactly as reported is a result of signatory feedback which suggested the PRI not summarise the information. As a result, the reports can be extensive. However, to help easily locate information, there is a Principles index which highlights where the information can be found and summarises the indicators that signatories complete and disclose. Understanding the Principles Index The Principles Index summarises the response status for the individual indicators and modules and shows how these relate to the six Principles for Responsible Investment.
    [Show full text]
  • HVPE Prospectus
    MERRILL CORPORATION GTHOMAS// 1-NOV-07 23:00 DISK130:[07ZDA1.07ZDA48401]BA48401A.;44 mrll.fmt Free: 11DM/0D Foot: 0D/ 0D VJ J1:1Seq: 1 Clr: 0 DISK024:[PAGER.PSTYLES]UNIVERSAL.BST;67 8 C Cs: 17402 PROSPECTUS, DATED 2 NOVEMBER 2007 Global Offering of up to 40,000,000 Shares of 1NOV200718505053 This document describes related offerings of Class A ordinary shares (the ‘‘Shares’’) of HarbourVest Global Private Equity Limited (the ‘‘company’’), a closed-ended investment company organised under the laws of Guernsey. Our Shares are being offered (a) outside the United States, and (b) inside the United States in a private placement to certain qualified institutional buyers (‘‘QIBs’’) as defined in Rule 144A under the U.S. Securities Act of 1933, as amended (the ‘‘U.S. Securities Act’’), who are also qualified purchasers (‘‘qualified purchasers’’) as defined in the U.S. Investment Company Act of 1940, as amended (the ‘‘U.S. Investment Company Act’’) (the ‘‘Global Offering’’). We intend to issue up to 40,000,000 Shares in the Global Offering. In addition, we intend separately to issue Shares to certain third parties in a private placement in exchange for either cash or limited partnership interests in various HarbourVest-managed funds (the ‘‘Directed Offering’’ and, together with the Global Offering, the ‘‘Offerings’’). We will not issue, in the aggregate, more than 85,000,000 Shares in the Offerings. The Shares carry limited voting rights. No public market currently exists for the Shares. We have applied for the admission to trading all of the Shares on Euronext Amsterdam by NYSE Euronext (‘‘Euronext Amsterdam’’), the regulated market of Euronext Amsterdam N.V.
    [Show full text]
  • Enewsletter No. 354 | SECA | Swiss Private Equity & Corporate Finance
    eNewsletter no. 354 Dear Reader 07 February 2013 SUVA has had an outstanding performance in 2012. And part of • SECA this success story has been their private equity investments. How • Venture Capital • Private Equity – Swiss News about your pension funds' performance? • Private Equity – Int. News • Corporate Finance Have a nice week! • Mergers & Acquisitions Maurice Pedergnana • Management Buyout • Jobs NZZ_30-1-2013_SUVA_PE • Agenda • Editor Toolbox Print Newsletter Send Newsletter to a Friend Download as PDF SECA Zunehmende Globalisierung des Schweizer Private Equity Marktes Bewegung im Segment Wagniskapital -mehr als nur Biotech und Medtech - prominente Neulinge von Reise-Internet-Plattformen: Die internationalen Kapitalflüsse prägen den Schweizer Private Equity Markt. Das zeigen die Statistiken zu den verschiedenen Marktsegmenten aus dem Jahr 2012. Grosse Buy-outs sind von internationalen Unternehmen geprägt, die ihren Holdingsitz in der Schweiz unterhalten. Im Segment Wagniskapital stammen die wichtigsten Geldgeber bei den grossen Finanzierungsrunden allesamt aus dem Ausland. Und der breite M&A Markt wird von global tätigen Schweizer Unternehmen getrieben, die international zugekauft haben. SECA Medienmitteilung Präsentation EVCA Animation: 'How private equity works EVCA launched an animation to help explain "How private equity works", aimed at the same audience as the 'Little Book of Private Equity', which many of you found helpful in communications. They have focused on explaining how companies benefit from PE investment rather than the investment process. EVCA has deliberately avoided including wording in the animation itself. read more Advertisement in the SECA Yearbook 2013 In May 2013 we will launch the SECA Yearbook 2013 with an edition of 1’500 copies. There is the possibility to publish an advertisement in the SECA Yearbook 2013 for every member.
    [Show full text]
  • PEI June2020 PEI300.Pdf
    Cover story 20 Private Equity International • June 2020 Cover story Better capitalised than ever Page 22 The Top 10 over the decade Page 24 A decade that changed PE Page 27 LPs share dealmaking burden Page 28 Testing the value creation story Page 30 Investing responsibly Page 32 The state of private credit Page 34 Industry sweet spots Page 36 A liquid asset class Page 38 The PEI 300 by the numbers Page 40 June 2020 • Private Equity International 21 Cover story An industry better capitalised than ever With almost $2trn raised between them in the last five years, this year’s PEI 300 are armed and ready for the post-coronavirus rebuild, writes Isobel Markham nnual fundraising mega-funds ahead of the competition. crisis it’s better to be backed by a pri- figures go some way And Blackstone isn’t the only firm to vate equity firm, particularly and to towards painting a up the ante. The top 10 is around $30 the extent that it is able and prepared picture of just how billion larger than last year’s, the top to support these companies, which of much capital is in the 50 has broken the $1 trillion mark for course we are,” he says. hands of private equi- the first time, and the entire PEI 300 “The businesses that we own at Aty managers, but the ebbs and flows of has amassed $1.988 trillion. That’s the Blackstone that are directly affected the fundraising cycle often leave that same as Italy’s GDP. Firms now need by the pandemic, [such as] Merlin, picture incomplete.
    [Show full text]
  • Partners Group Private Equity
    SECURITIES AND EXCHANGE COMMISSION FORM NPORT-P Filing Date: 2020-08-26 | Period of Report: 2020-06-30 SEC Accession No. 0001752724-20-174334 (HTML Version on secdatabase.com) FILER Partners Group Private Equity (Master Fund), LLC Mailing Address Business Address 1114 AVENUE OF THE 1114 AVENUE OF THE CIK:1447247| IRS No.: 800270189 | State of Incorp.:DE | Fiscal Year End: 0331 AMERICAS AMERICAS Type: NPORT-P | Act: 40 | File No.: 811-22241 | Film No.: 201137479 37TH FLOOR 37TH FLOOR NEW YORK NY 10036 NEW YORK NY 10036 212-908-2600 Copyright © 2020 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document ITEM 1. SCHEDULE OF INVESTMENTS. The Schedule(s) of Investments is attached herewith. Partners Group Private Equity (Master Fund), LLC (a Delaware Limited Liability Company) Consolidated Schedule of Investments — June 30, 2020 (Unaudited) The unaudited consolidated schedule of investments of Partners Group Private Equity (Master Fund), LLC (the “Fund”), a Delaware limited liability company that is registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”), as a non-diversified, closed-end management investment company, as of June 30, 2020 is set forth below: INVESTMENT PORTFOLIO AS A PERCENTAGE OF TOTAL NET ASSETS Copyright © 2020 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document Partners Group Private Equity (Master Fund), LLC (a Delaware Limited Liability Company) Consolidated Schedule of Investments — June 30, 2020 (Unaudited) Acquisition Fair Industry Shares Date Value Common Stocks (2.38%) Asia - Pacific (0.06%) Alibaba Group Holding Ltd. Technology 06/19/20 4,439 $ 957,581 APA Group Utilities 02/11/16 360,819 2,765,432 Total Asia - Pacific (0.06%) 3,723,013 North America (1.09%) American Tower Corp.
    [Show full text]
  • Powerpoint Print Presentation
    September 2014 AP Alternative Portfolio AG Investment objective Fund performance (%) - last five calendar years (adjusted for dividends paid) • Aims to achieve attractive risk-adjusted returns over Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD the long term 2014 0.68 2.66 1.60 1.45 1.63 0.81 0.18 0.90 -0.83 9.40 Aims to maintain low to moderate volatility of returns • 2013 1.63 -0.20 0.62 1.50 0.76 -0.18 0.65 1.11 0.98 1.68 2.69 1.08 13.01 • Aims to maintain low correlation to traditional asset classes 2012 0.89 1.88 0.45 2.13 -0.05 0.73 -0.48 0.41 0.49 1.15 0.70 1.05 9.73 2011 1.00 1.83 3.49 1.44 0.30 0.14 1.12 1.62 -1.12 -0.56 -1.72 -1.01 6.60 Product description 2010 -0.33 0.81 1.86 0.76 -0.73 -0.24 1.08 0.34 1.94 1.20 -0.03 2.38 9.37 AP Alternative Portfolio AG is an investment company based in Zurich, Switzerland. With their investment, Annualized return (%) shareholders have access to a diversified portfolio of 1 Year 3 Years 5 Years Since inception alternative investments, whereas no new private equity 15.48 9.49 10.17 5.82 commitments are being made since mid 2013 and AP Alternative Portfolio AG returns represent the profits or losses of the Fund net: (i) 1.00% annualised management liquidity is being returned to shareholders.
    [Show full text]
  • A Position of Power
    Coller Institute of Private Equity FindingsINSIGHTS from the world’s best prIVATE EQUITY RESEARCH ISSUE 8 SPRING 2013 / £25 $40 €30 ........................ .. ........................ .. ........................ .. ........................ .. TALENT MAGNET A POSITION ........................ .. ........................ .. How PE firms attract, incentivise and ........................ .. retain top CEOs /6 OF POWER $ ........................ .. How large LPs influence GP ........................ .. deal decisions and how SECOND HANDS this affects fund Drivers of liquidity and pricing performance. And, should other LPs in PE secondaries /8 be concerned? THE RIGHT MEDICINE How to transform a small, orphan business into a global force /15 RISKY BUSINESS? Are LPs being compensated for PE’s illiquidity? /18 OVER THE HORIZON How a fund’s lifecycle affects GP risk appetite /24 INCLUDING CONTRIBUTIONS FROM: BOOTH SCHOOL OF BUSINESS, UNIVERSITY OF CHICAGO l COLUMBIA BUSINESS SCHOOL l HEC PARIS l LONDON BUSINESS SCHOOL l NYU STERN l SAÏD BUSINESS SCHOOL, UNIVERSITY OF OXFORD l SWISS FINANCE INSTITUTE l © LONDON BUSINESS SCHOOL 2013 CONTENTS 4 By the numbers SWF rapid growth continues; private equity still outperforms others; Asia-Pac sellers thwarting deals; China faces exit backlog; global exit overhang worsens. 6 Pushing performance Private equity portfolio company CEO contracts are widely viewed as providing effective incentives for CEOs to drive value. Recent research looks at how some of the top buyout houses structure these and asks whether public companies could learn a thing or two. 8 Trading places What drives liquidity and pricing in the increasingly large private equity secondaries market? New academic research lifts the lid on this opaque market. 11 A position of power How should other LPs view the involvement of a larger investor? We explore a new paper that asks how much influence bigger LPs have on PE fund deals and exits and how this can impact performance.
    [Show full text]
  • The Rise of Latham & Watkins
    The M&A journal - Volume 7, Number 5 The Rise of Latham & Watkins In 2006, Latham & Watkins came in fifth in terms of deal value.” the U.S. for deal value in Thompson Financial’s Mr. Nathan sees the U.S. market as crucial. league tables and took second place for the num- “This is a big part of our global position,” he says, ber of deals. “Seven years before that,” says the and it is the Achilles’ heel of some of the firm’s firm’s Charles Nathan, global co-chair of the main competitors. “The magic circle—as they firm’s Mergers and Acquisitions Group, “we dub themselves—Allen & Overy, Freshfields, weren’t even in the top twenty.” Latham also Linklaters, Clifford Chance and Slaughters— came in fourth place for worldwide announced have very high European M&A rankings and deals with $470.103 million worth of transactions, global rankings, but none has a meaningful M&A and sixth place for worldwide completed deals presence in the U.S.,” Mr. Nathan says. Slaughter Charles Nathan worth $364.051 million. & May, he notes, has no offices abroad. What is behind the rise of Latham & Watkins Similarly, in the U.S., Mr. Nathan says that his in the world of M&A? firm has a much larger footprint than its domestic “If you look back to the late nineties,” Mr. rivals. “Unlike all the other major M&A firms,” Nathan says, “Latham was not well-recognized he says, “we have true national representation. as an M&A firm. We had no persona in M&A.
    [Show full text]
  • Annual Report and Accounts 2017 HVPE Annual Report and Accounts 2017 Accounts and Report Annual HVPE
    Annual Report and Accounts 2017 HVPE Annual Report and Accounts 2017 US Building Long-term Wealth by Investing in Private Companies Why Private Markets? Globally, the opportunity set in private companies greatly exceeds that available in the listed markets. The private equity industry has grown steadily in recent years but is still viewed by many investors as an alternative asset class. Historically, private equity has delivered strong returns, outperforming listed equity over the long-term1. Why HVPE? HarbourVest Global Private Equity (“HVPE”) is a London listed, FTSE 250 private equity investment company with assets of nearly $1.5bn. HVPE is managed by HarbourVest, an independent global private markets investment specialist with 35 years of experience2. In the five years ending 31 January 2017, HVPE has achieved a return on opening net assets of 61.7%, implying a compound annual growth rate of 10.1% in US dollar terms (equivalent to 15.2% in GBP). Why Now? A growing number of mainstream investment managers are beginning to focus on the opportunities available in private companies. Meanwhile, established specialist funds such as HVPE have been delivering strong returns for many years while the shares have been trading at a discount to the value of their assets. 1 The median US private equity fund returned 13.9% annually over the 20 years to 30 September 2016, compared to 7.9% for the S&P 500 on a total return basis. Source: Cambridge Associates through ThomsonOne. Past performance is not necessarily indicative of future results. 2 HVPE (the “Company”) is Guernsey-incorporated and managed by HarbourVest Advisers L.P.
    [Show full text]
  • AIP Public Disclosure 06302012
    Public Disclosure Report San Francisco Employees Retirement System Alternative Investment Program as of 6/30/12 Cumulative Cumulative Reported Vintage SFERS Investment Net IRR as of Fund/Investment Contributions Distributions Value as of Year Commitment Multiple 6/30/12 1 through 6/30/12 through 6/30/12 6/30/12 ABRY Broadcast Partners II, LP 1995 $5.00 $5.00 $15.76 $0.76 3.31x 47.32% ABRY Broadcast Partners III, LP 1997 $20.00 $18.02 $17.77 $3.65 1.19x 3.28% ABRY Partners IV, LP 2001 $20.00 $14.42 $25.94 $9.46 2.46x 18.15% ABRY Partners V, LP 2005 $20.00 $18.32 $29.48 $8.40 2.07x 18.94% ABRY Partners VI, LP 2008 $30.00 $25.65 $6.41 $30.06 1.42x NM 2 ABRY Partners VII, LP 2011 $30.00 $6.45 $0.00 $7.00 1.08x NM 2 ABRY Senior Equity III, LP 2010 $20.00 $14.13 $0.00 $16.03 1.13x NM 2 ABS Capital Partners III, LP 1999 $21.02 $21.02 $13.24 $0.16 0.64x (9.15)% ABS Capital Partners IV Trust 2000 $17.63 $17.63 $35.21 $4.68 2.26x 20.90% Actis Emerging Markets 3, LP 2007 $30.00 $22.30 $0.12 $25.40 1.14x 7.05% Advanced Technology Ventures V, LP 1998 $11.00 $11.00 $6.80 $0.34 0.65x (6.20)% Advanced Technology Ventures VI, LP 2000 $20.00 $20.00 $6.95 $2.01 0.45x (8.47)% Advanced Technology Ventures VII, LP 2001 $18.00 $17.19 $8.20 $9.96 1.06x 1.06% Advent International GPE VI-A, L.P.
    [Show full text]