Following the Money: Tracking Institutional Capital Flows in European Renewables

Time: 11:30 - 12:15
Date: Tuesday 3rd February 2026

Theatre: Stream One

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?

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