Institutional LPs Perspective on European Renewables Investment

Synopsis

This session takes a closer look at the perspectives of pension funds with billions allocated in European renewables. How has their appetite for investment in European renewables evolved?

• Comparing investment products available for limited partners, how competitive is renewables infrastructure investments in comparison to other infrastructure investments, private credit, private equity, bond and stocks?
• What level of returns are LPs requiring from renewable infrastructure funds before considering allocating capital?
• From the perspective of institutional limited partners will Europe remain a prime destination for investment compared to other regions? In what ways has the investment case shifted in 2025?
• How are factors like ESG mandates, decarbonisation targets, and regulatory frameworks shaping asset manages’ focus areas in 2025?
• How are recent geopolitical shifts in the US, Europe and Asia affecting investor confidence and risk assessment for renewable energy projects across Europe?