ESG effort has noticeably gathered momentum in the last 12 months and will impact how LPs view their existing and future portfolio companies, as will the dramatic effect COVID-19 has had on core assets that have always been fundamental to infrastructure investors’ portfolios. Inevitably, LPs need to keep committing to the asset class despite the travel restrictions and understand the information priorities when one is unable to visit a GP in person. Hence, effective alternatives for performing on-site due diligence and tapping into existing networks has been key. In this session, a group of seasoned LPs will discuss how they are rethinking, refocusing, and redefining their priorities as they plan their new commitments in today’s uncertain environment.
- How are the future needs of LPs in terms of team size, location, and skills being addressed?
- How is ESG playing a more important role in allocation decisions?
- How have due diligence requirements been adapted?
- How have investment strategies changed in terms of geography and sectors?