Following the Money: Tracking Institutional Capital Flows in European Renewables

Synopsis

• How are institutional investors rebalancing their renewable energy portfolios between operational assets, development platforms, and emerging technologies like storage?
• What risk-return profiles are limited partners currently seeking, and how has this evolved over the past 24 months?
• How are infrastructure funds adapting their investment criteria to accommodate higher costs of capital while maintaining target returns?
• Which European markets are attracting the most institutional capital, and what specific attributes are driving these allocation decisions?
• Are ESG mandates and return benchmarks influencing capital decisions, particularly regarding newer technologies with less operational track records?