The NAB, in cooperation with the Impact Institute, Impact for Breakfast and EVPA, organised another Breakfast Inspiration Workshop on Private Equity on the 14th of September 2023.

 

After a methodological introduction from the Impact Institute, Van Lanschot Kempen, Rubio Impact Ventures and Triple Jump each presented their impact frameworks in private equity and their application through case studies. We discussed how impact investors seeking positive contributions and financial returns, integrate impact considerations in each phase of their investments. 

 

Key take-aways:  

• Current impact data is not always fit for decision making and there is often incomparability between metrics. Private Equity is a fast-paced sector, and impact management frameworks can take time to be understood and applied. 

• The integration of impact-weighted accounts, the use of technology, the steering of companies through quantified data, creating consistent and progressive feedback loops are useful tools to overcome the monitoring and reporting challenges. 

• Reaching all targets with each investment is almost impossible and active impact balancing needs to be part of ongoing portfolio construction and management.  

• Adopting impact-linked incentives for fund managers as having carried interest fully tied to dual hurdle on both impact and finance. 

• Ensuring responsible exit processes, aimed to optimise value while continuing to scale impact. 

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Download the presentations HERE.