Downing

A big thank you to our Downing community! We’re excited to share the first look of ‘Downington’—a unique storybook experience that shows where your money goes. We’ve always believed a great investment opportunity isn’t just financial, it’s a chance to invest in things that matter to our customers – our environment, our health, our society, our local communities and our economy. Have a watch and let us know what you think! #investmentsthatmatter

What does ESG integration look like when investing in healthcare businesses? How do you define an ESG strategy? How do you measure a company's ESG performance? In this episode of the Mills & Reeve podcast, Torsten Mack, Investment Director at Downing, Jill Mason, and Joanne Balmer (BEM), CEO at Oakland Care, share invaluable advice for providers beginning their ESG journey, reveal investor expectations, and offer other helpful tips on integrating ESG into your business. Listen to the podcast here: https://lnkd.in/gfkUE4fR #ESG #HealthSector #Investment

Downing is pleased to announce the appointment of Luke Stevenson as Associate Director in the Development Capital team. Luke joins us from G Square, where he focused on sourcing new deals and executing transactions alongside ongoing portfolio management roles to support a variety of UK and global healthcare businesses. Mark Gross, Partner and Head of Development Capital at Downing, said: “We are excited to welcome Luke as we continue to expand our team and investment activities. We feel Luke’s investment experience, sector focus and approach to collaborative working are well matched with Downing’s investment strategy and style.” Welcome to the team, Luke! Find out more about the appointment here: https://lnkd.in/e2PeiNj2 #Investment #DevCap

How advisers can beat Artificial Intelligence 🤖 There is a dual threat to financial advisers when it comes to AI; the risk of being replaced, and the risk of poor investment decisions being made in an AI bubble. In his latest investment letter, Simon Evan-Cook, Manager of the VT Downing Fox Funds, explores the opportunities and risks advisers face in the ever-changing world of AI advice. Find out more: https://lnkd.in/eKHBGBVt #FoxFunds #Investment #AI

Most investors recognise that diversifying across technologies and geographical regions leads to more consistent energy generation (as you can see in the chart). Less commonly noted are the benefits of actively managing and diversifying revenue streams within the renewable energy sector. Read our latest article to find out how the Downing Estate Planning Service balances the potential benefit from merchant power prices with securing a substantial portion of fixed revenue streams. Find out more: https://lnkd.in/eBAXZDGi Don't invest unless you are prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more: https://lnkd.in/emZza3P8 #diversfication #renewableenergy #estateplanning

Downing Renewables & Infrastructure Trust (DORE) has committed to acquire three Swedish hydropower plants and their associated storage reservoirs. The three hydropower plants, with an expected annual average production of c.7 GWh, sit along the Norasjön River in Örebro County. This extends the current portfolio into a new geographical area in Sweden. Tom Williams, Partner, Head of Energy & Infrastructure at Downing, commented: “We are excited to expand our hydropower portfolio across the SE3 region in Sweden with the addition of these three new hydropower plants on the Norasjön River. Hydropower continues to be a key element of our investment strategy in Sweden and, by bringing these plants into DORE's portfolio, we can benefit from cost efficiencies and our digitalisation and revenue optimisation programmes." Find out about this acquisition here: https://lnkd.in/e6-twMts #Renewables #Acquisition #Sweden

We are proud to announce our membership of the Solar Stewardship Initiative (SSI). SSI’s mission is to work collaboratively with manufacturers, developers, installers and purchasers across the global solar value chain to foster responsible production, sourcing and stewardship of materials. These values align with our active management and investment in solar energy, where we want to continue a progressive environment for solar energy investment. Roger Lewis, Downing’s Head of Sustainability and Responsible Investment: We are excited to become active members of the Initiative, pairing SSI’s awareness with the transparency the membership brings - especially as solar capacity in decarbonisation strategies is only going to go one way: up.” #SolarEnergy #Solar #Investment #Renewables

We are delighted to announce that Downing Development Capital has been shortlisted for ‘Investor of the Year’ at the LaingBuisson Awards 2024 for the fifth consecutive time. 🎉 The nomination recognises the outstanding work the team has accomplished across UK healthcare and specialist education. We look forward to the awards in November! Good luck to all the nominees. Find out more about our Development Capital team: https://lnkd.in/e7UfaCVk #Heathcare #Education #InvestorAwards

We are happy to announce the planned digitalisation of 31 hydropower plants across Sweden with help from HYDROGRID’s technology. Building on the success of our proof-of-concept collaboration at the Norsälven hydropower plant, we are excited to begin the digitalisation of a further 31 plants in our Swedish fleet. HYDROGRID’s technology will enable us to optimise the efficiency of our hydropower energy production in the region. Thanks to Downing’s Ulf Wennilsjö and HYDROGRID for steering this collaboration to a successful conclusion. Read the full press release here: https://lnkd.in/g_8PSYTT #RenewableEnergy #Hydropower #Hydro

Financial advisers 📢 Year on year, more families are facing Inheritance Tax liability (IHT), exacerbated by static Nil-Rate Bands despite rising asset values. Alongside Trusts and Gifts, Business Relief (BR) can be an important and often overlooked solution to consider when discussing estate planning with your clients. If you are writing a BR case for the first time, have not done a case in a while, or would just like to get a better understanding of how BR works, our online ‘CPD course: Business Relief Fundamentals’ could be for you. View the course here: https://lnkd.in/ewnKgmxA #IHT #EstatePlanning #FinancialPlanning #BusinessRelief