id_home_story

Schroders Capital: Juist nu ontstaan de beste kansen in private equity

Thu, 09 Apr 2026 09:15:05 +0200

Private equity kampt al vier jaar met een uitzonderlijk lange terugval. Terwijl beurskoersen records breken, blijven fondsenwerving, deals en exits achter. Oorlog, hogere energieprijzen en aanhoudende macro-economische onzekerheid hebben een pril herstel opnieuw doorkruist.

EDHEC: Do private equities track public markets (and when)?

Tue, 31 Mar 2026 08:02:15 +0200

By Evan Clark, Senior Private Market Analyst, EDHEC Infrastructure & Private Assets Research Institute

Higher frequency private equities data provides a dynamic view of the private equities market. With monthly pricing at the asset level, one has a current view on how market participants are pricing risk in the market. Alongside more reasonable volatility assumptions, this can be used to form longer-term expected return assumptions. For correlations, a longer-term perspective may be more appropriate given that there is an interaction among various asset classes.

Mashid Mojabi: Persistence pays off!

Wed, 04 Feb 2026 08:27:07 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Mashid Mojabi, Policy Lead, Dutch Association of Private Equity and Venture Capital Funds (NVP)

The European single market promises free movement of capital, but for private equity and venture capital fund managers, offering and managing funds across borders remains complex and costly in practice.

EDHEC: Picking winners in private equity

Tue, 27 Jan 2026 06:04:57 +0100

By Evan Clark, Senior Private Market Analyst, EDHEC Infrastructure & Private Assets Research Institute

Identifying future outperformers is the key value-add for allocators. SIPA’s ‘Picking Winners’ shows that managers with strong alpha persistence are more likely to outperform in subsequent vintages, while weak persistence predicts underperformance.

EDHEC: Listed benchmarks don’t reflect private equity returns

Tue, 25 Nov 2025 08:01:50 +0100

By Evan Clark, Senior Private Market Analyst, EDHEC Infrastructure & Private Assets Research Institute

In a recent Scientific Infra & Private Assets (SIPA) report entitled ‘Rethinking Benchmarks: Listed Equities Benchmarks Continue to Misrepresent Pension Fund Private Equities Performance,’ we evaluated the benchmarking choices for eight large Canadian pension plans (known as the ‘Maple 8’).

Top Tier Acces: Consolidatie private equity rond slimmere, duurzamere modellen

Thu, 20 Nov 2025 08:55:55 +0100

In de wereld van private markets gaat de ontwikkeling sneller dan ooit. Nu het Europese private-equity-ecosysteem steeds volwassener wordt, herdenken beleggers en fondsbeheerders hoe zij waarde creëren en behouden.

Ocorian: Record growth in private equity funds

Thu, 23 Oct 2025 09:12:32 +0200

New analysis from Ocorian shows that assets in private equity funds have surged to a record high of $9.917 trillion.

Harry Geels: What critics of private equity and private debt tend to overlook

Tue, 14 Oct 2025 15:29:55 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Harry Geels

Private investors are subject to considerable criticism from society. They are perceived as capitalist (vulture) investors who charge excessive fees and operate outside of supervision as much as possible. However, critics overlook seven major advantages of private markets.

EDHEC: How different are Private Equities from Public Equities?

Tue, 30 Sep 2025 08:02:55 +0200

By Evan Clark, Senior Private Market Analyst, EDHEC Infrastructure & Private Assets Research Institute

A recent Scientific Infra & Private Assets (SIPA) report entitled ‘What is the Private Equities Market? And how different is it from public equities?’ establishes that there are significant differences between the private and public equities space. Public markets have far fewer companies (48k vs ~1 million+) relative to the private equities market, while the median and mean size and profitability is greater than observed in private markets. This has implications when comparing returns and risk across the two markets.

Roundtable PE and VC Impact Investing: Impact investing is about actions, not definitions

Mon, 22 Sep 2025 10:05:01 +0200

^{This roundtable report was originally written in Dutch. This is an English translation.}

Private markets offer fertile ground for impact investors who want to drive change, whether it concerns access to healthcare or stimulating the energy transition. However, transparency in private equity and venture capital is often more limited than on the stock market, which opens the door to impact washing. The challenges are considerable, but so are the impacts and return opportunities.

By Manno van den Berg

Achmea IM: Impact investing with private equity under the Wtp

Mon, 22 Sep 2025 06:04:16 +0200

^{This article was originally written in Dutch. This is an English translation.}

Impact investing is increasingly on the agenda of Dutch pension funds. Private equity is regularly mentioned as an instrument for combining social impact with attractive financial returns. Active ownership in companies also offers opportunities to focus on this even more specifically. Financial Investigator spoke with Ralph Engelchor, Coen van de Laar and Mark Leeijen of Achmea Investment Management about this development and the expected effects of the Future Pensions Act (Wtp).

By Esther Waal

Neuberger Berman: A case for diversified private equity impact strategies

Thu, 11 Sep 2025 07:01:51 +0200

Diversification is key to successful investing, and private equity impact portfolios are no exception. By diversifying across asset classes, strategies, geographies, as well as managers, investors can mitigate risk, improve return potential, and enhance the overall resilience of their portfolios.

By Jennifer Signori, Head of Private Markets Sustainable Investments, Neuberger Berman

Schroders: Waarderingen in private equity aantrekkelijk

Tue, 19 Aug 2025 08:20:53 +0200

Volgens Nils Rode, Chief Investment Officer bij Schroders Capital, kenmerken onzekerheid en volatiliteit momenteel de wereldeconomie en financiële markten. In dat klimaat ziet hij aantrekkelijke waarderingen binnen private equity en benadrukt hij het belang van selectieve strategieën.

Mashid Mojabi: Europe must break free from its regulatory straitjacket

Tue, 29 Jul 2025 10:42:22 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Mashid Mojabi, Policy Lead, Dutch Association of Private Equity and Venture Capital Funds (NVP)

The private equity and venture capital sector continues to grow steadily. In 2024, Dutch venture capital funds raised no less than €3.2 billion, of which €1 billion came from (foreign) pension funds. This is slightly less than in 2023 (€3.3 billion), but still well above the €1.5–2.5 billion raised in previous years. Dutch buyout funds raised €5.1 billion, mainly from institutional investors. This is also historically high.

EDHEC: Market risk in private equities

Wed, 16 Jul 2025 08:10:40 +0200

By Frederic Blanc-Brude, Director at Scientific Infra & Private Assets (SIPA), Evan Clark, Senior Private Market Analyst at EDHEC Infra & Private Assets (EIPA), and Srinivasan Selvam, Senior Researcher at EDHEC Infra & Private Assets (EIPA)

In a recent report entitled ‘Market Risk in Private Equities,’ we conclude that the prices of most private equities can be explained by systematic risk factors and bid-ask spreads.

Schroders Capital: Markt continuatiefondsen is volwassen geworden

Tue, 08 Jul 2025 09:06:17 +0200

Een van de hoofdthema’s binnen de private markten van de afgelopen jaren – mede gedreven door inflatiedruk en stijgende rente – is de vertraging van deals en exits. Tegelijkertijd is er veel aandacht voor de opkomst van secondaries of secondary transactions: de aan- en verkopen van bestaande belangen in private equity-fondsen of portefeuilles van private activa als beleggingscategorie. In 2024 bedroeg het wereldwijde transactievolume op de secondaries-markt $160 miljard – een nieuw jaarlijks record – en de vooruitzichten voor 2025 blijven sterk.

Tikehau Capital: Powering climate resilience: the role of private equity

Mon, 16 Jun 2025 08:03:59 +0200

Decarbonisation and regenerative agriculture strategies are about more than tackling climate change, they are about creating long-term sustainable value, says Lindee Wong, Director of Climate & Biodiversity at Tikehau Capital.

By Lindee Wong, Director of Climate & Biodiversity, Tikehau Capital

EDHEC: A closer look at alpha across private equity fund size

Tue, 27 May 2025 08:04:44 +0200

By Evan Clark, Senior Private Market Analyst at, EDHEC Infra & Private Assets (EIPA)

Bigger isn’t always better — at least not in private equity. That’s one of the striking takeaways from a recent report by Scientific Infra & Private Assets.

Schroders Capital: Impact investing in private equity

Wed, 21 May 2025 12:06:01 +0200

Impact investing in private equity wint snel aan terrein – en met reden. Jarenlang werd aangenomen dat investeren met maatschappelijke impact onvermijdelijk ten koste gaat van rendement. Maar uit recent onderzoek blijkt: dat is een mythe.