Institutional LPs Perspective on European Renewables Investment

Synopsis

This session takes a closer look at the perspectives of institutional limited partners (LPs) – pension funds, insurance funds, family offices and sovereign wealth funds with billions allocated in European renewables. How has their appetite for investment in European renewables evolved?

Hear directly from institutional limited partners on their changing risk appetite, return expectations and strategic goals.

• What geopolitical, ecological and social trends are currently driving the capital allocation of limited partners?
• Comparing investment products available for limited partners, how competitive is renewables infrastructure in comparison to other infrastructure, private credit, private equity, bond and stocks?
• Given the numerous M&A transactions completed in 2023-2024, how is M&A activity reshaping the market and the role of financial investors?
• What benchmark returns are LPs requiring from renewable infrastructure funds before considering allocating capital?
• What are LPs seeking from GPs and others downstream in the value chain?
• How do LPs perceive the investment opportunities in European renewables compared to other markets in the world?