Call for Asset Owner Perspectives: Stewardship in Private Equity Research Project

Call for Asset Owner Perspectives: Stewardship in Private Equity Research Project

Private equity’s shift from a niche activity to a critical component of the financial system is evident from investors’ financial commitment. As of June 30, 2022, total private markets assets under management (AuM) reached $11.7 trillion* and has grown at an annual rate of nearly 20 percent since 2017. Private equity investments now represent an increasing proportion of most institutional investor portfolios.

With the increase in AuM in private equity, there are also undoubtedly emerging investor stewardship challenges and ESG risks. 
 

The project: what are the aims?

This project aims to understand the current private equity landscape via interviews with asset owners to learn from their stewardship experience in private equity and get a keen understanding of how they think about responsible investment practices and challenges in this asset class. 

The research project consists of a short survey and a 60-minute follow-up interview. 

By participating in this research, institutional investors will have the opportunity to: 

• Contribute to the definition of a stretching standard of responsible investment for the private equity industry and advance sustainable, responsible investment practices within the private equity landscape;
• Help to identify the tools that are needed to start a dialogue on sustainable finance in private equity, and support the direction and priorities of our organisation's sustainability-responsible investment initiatives; 
• Access exclusive insights and analysis from the survey results.

The individuals and organisations participating in the interviews will not be identified within the research study. Instead, the research will focus more on capturing patterns, themes, and trends based on the data collected. 

Your assistance in conducting this research study would be greatly appreciated. 
 

How can Asset Owners participate in the research?

To participate in the research, please contact:

Karel Krticka

Investor Engagement Senior Manager – Private Equity
ShareAction
Runway East, 2 Whitechapel Road, London, E1 1EW, UK
E: [email protected]

 

We aim to organise our interview calls between September and December 2023. We will send an invitation for the interview call in advance so participants can choose a convenient time slot.

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* McKinsey Global Private Markets Review 2023