Pictet Group’s Post

𝐆𝐞𝐧𝐓𝐰𝐨 𝐒𝐰𝐢𝐬𝐬-𝐋𝐚𝐭𝐚𝐦 𝐄𝐯𝐞𝐧𝐢𝐧𝐠 𝐑𝐞𝐜𝐚𝐩: 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐨𝐟 𝐀𝐬𝐬𝐞𝐭𝐢𝐳𝐚𝐭𝐢𝐨𝐧 Our first Swiss-Latam event brought together the brightest minds in the private markets sector for an evening of deep discussions and insightful presentations. Here are three key takeaways that are just the tip of the iceberg of what was shared: 🌪️ 𝐀𝐝𝐯𝐞𝐫𝐬𝐢𝐭𝐲 𝐚𝐬 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲: The panel explored how geopolitical and economic turmoil has historically benefited private market investments. This counterintuitive perspective highlights the resilience and potential of private markets during challenging times. 🔒 𝐓𝐡𝐞 𝐏𝐨𝐰𝐞𝐫 𝐨𝐟 𝐈𝐥𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲: Far from being a disadvantage, the illiquidity inherent in private markets was discussed as a strategic benefit, encouraging long-term commitments from investors and providing what one panelist termed "behavioral alpha." 🌍 𝐃𝐞𝐦𝐨𝐜𝐫𝐚𝐭𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬: The evening also shed light on the increasing accessibility of private market investments, thanks to innovative platforms like GenTwo's, which are reducing minimum investment thresholds and opening up opportunities to a broader investor base. Read the full recap here: https://hubs.ly/Q02kXst20 #assetization #alternativeassets #privatemarkets #assetmanagement Juan de Dios Sanchez-Roselly, CFA, Esteban Polidura, Fabio Farillo de Souza Abdo, CFP, Toreigh Stuart, CFA, CAIA, Brian Johnson, Lucas Hernandez, Pablo Jodar Seores, Steven Loepfe

In our latest report we share key takeaways from the 45+ investor-led roundtable discussions amongst more than 700 of the industry’s leading dealmakers when they gathered in Paris late last year for Europe GRI 2023, the biggest event so far in GRI Club’s 25 years of operation. 🔹 Sponsored by Greenman and JLL, the event gave top real estate players from around the world the opportunity to peer test pricing and benchmark strategies across areas such as approaches to investment and fundraising, recession preparedness, credit and debt, rental growth in commercial real estate, life science and data centre resilience, ESG considerations, the future trajectory of the market, and much more. The report also includes the highlights from the GRI Women Leading Real Estate Committee and Chairmen’s Reunion sessions that were held ahead of Europe GRI 2023, as well as an extensive gallery of photos from the two days of industry-shaping discussions. 🔗 Read the full report via the GRI Hub here: https://lnkd.in/eKEVcXnk #griclub #europe #realestate #report #insights

⭐ Don't miss this Research Call from CSP at the University of Zurich! ⭐ Emilio Marti (Erasmus University Rotterdam), in a joint research project with Tanja Ohlson (University of New South Wales) and Falko Paetzold (University of Zurich), shadowed the Federated Hermes SDG engagement fund for 2.5 years to understand when shareholder engagement works and when not. During this one hour call, Emilio will share about their research insights, drawn from numerous meeting observations with companies and over 115 interviews with engagement specialists. Their research: (1) identifies a new impact mechanism of shareholder dialogue,  (2) explains the division of labor between engaged shareholders and other stakeholders, and  (3) highlights a fundamental problem for attributing impact in sustainable investing. Sing up here: https://lnkd.in/ejBRkjxZ #ShareholderEngagement #SustainableFinance #EngagementFund #ImpactInvesting

⭐ Don't miss this Research Call from CSP at the University of Zurich! ⭐ Emilio Marti (Erasmus University Rotterdam), in a joint research project with Tanja Ohlson (University of New South Wales) and Falko Paetzold (University of Zurich), shadowed the Federated Hermes SDG engagement fund for 2.5 years to understand when shareholder engagement works and when not. During this one hour call, Emilio will share about their research insights, drawn from numerous meeting observations with companies and over 115 interviews with engagement specialists. Their research: (1) identifies a new impact mechanism of shareholder dialogue,  (2) explains the division of labor between engaged shareholders and other stakeholders, and  (3) highlights a fundamental problem for attributing impact in sustainable investing. Sing up here: https://lnkd.in/ejBRkjxZ #ShareholderEngagement #SustainableFinance #EngagementFund #ImpactInvesting

📣 Short List of the strongest brands Southern Europe   Europe's largest scientific real estate brand value study has been completed.   +1.500 brands - 21 sub-sectors - 45 European markets   ➡ Results display a significant various picture   ❗More than 94% of the analyzed brands register substantial losses in brand potential!   ❗Challenges of the EU taxonomy and influences of the capital markets impacting the resilience   ❗The Transformation ability for several business concepts is affected.   📣 The brands on the TOP 3 Short List maintain their leading position in their sub-sector and represent.   ✅ Trustwothiness ✅ Resilience ✅ Loyalty ✅ Innovation ✅ E-S-G Competence ✅ Social Responsibility   https://lnkd.in/erb7hP3t   #shortlist #strongestbrands2024 #investors #investoren #SouthernEurope #rebvs24 #rebaward24 #nominated #trustworthiness #resilience #loyalty #innovation #esg #socialresponsibility CBRE Investment Management PIMCO Prime Real Estate Blackstone Leslie Motiwalla Claire Fraser EUROPEAN REAL ESTATE BRAND INSTITUTE

📣Tomorrow at 11.15 am in the conference room of IPEM, I will give the results of the first ARMEN HEC Value Sharing Index ! The discussion will be around Carried Interest And Ownership Of Management Companies. https://lnkd.in/emZZTwkn   We sent a questionnaire to 800 European GPS and received more that 200 answers. The topic of this survey is: what Value sharing mechanism do you put in place in your company ?   I will have the chance to discuss these results with: 👉Isabelle Combarel - Deputy Chief Executive Officer, Head of Business Development and ESG | SWEN CAPITAL PARTNERS 👉 Christophe Deldycke - CEO | TURENNE GROUPE - INNOVACOM   Join us, I count on you! The industry has no choice but to be exemplary. We strongly believe that GPs that combine performance with well-being and value sharing will be the most successful over time. As Armen’s mission is defined by three objectives, one of which is sharing economic value creation internally and amongst our portfolio GPs, we wanted to develop a study that looks at the progression of this theme across Europe. Renaud Tourmente Laurent Benard Benjamin Lamothe HEC Junior Conseil #GPStakes#SustainableFinance#ESG#PrivateEquity#Survey

📣 Short List of the strongest brands Southern Europe   Europe's largest scientific real estate brand value study has been completed.   +1.500 brands - 21 sub-sectors - 45 European markets   ➡ Results display a significant various picture   ❗More than 94% of the analyzed brands register substantial losses in brand potential!   ❗Challenges of the EU taxonomy and influences of the capital markets impacting the resilience   ❗The Transformation ability for several business concepts is affected.   📣 The brands on the TOP 3 Short List maintain their leading position in their sub-sector and represent.   ✅ Trustwothiness ✅ Resilience ✅ Loyalty ✅ Innovation ✅ E-S-G Competence ✅ Social Responsibility   https://lnkd.in/erb7hP3t   #shortlist #strongestbrands2024 #broker #SouthernEurope #rebvs24 #rebaward24 #nominated #trustworthiness #resilience #loyalty #innovation #esg #socialresponsibility Dils Estrada & Partners @rpe EUROPEAN REAL ESTATE BRAND INSTITUTE

#ESG remains front of mind for #investors in the development of #sustainable hubs for the #logistics sector.    Download our report to find out more or connect with our #experts this week at #MIPIM24 where Edward Plumley MRICS– Director, #EMEA #CapitalMarkets | Co-Head, #industrial & Logistics Practice Group EMEA - will be joining the panel to discuss the #environmental impact and evolution of the sector.    Wednesday 13 March, 15:40 – 18:10  THE LOGISTICS WORKSHOP: From the grey, white to green swan  Asset Class Stage (Palais 3)    https://lnkd.in/eCNKkZQR   COLLIERS  Visit us at Riviera 7, Stand E51  12-15 March    Luke Dawson, Damian Harrington, Christian Kadel FRICS, Faustino Musicco, Edward Plumley MRICS, Matthew Ardron.     #ColliersEMEA #emea #MIPIM #Cannes #emea #capitalmarkets #realestate #realestateinvestment #realestateinvestments #realestateinvestors #realestateinvesting #realassets #sustainableinvesting #sustainableinvesting #esg #netzero #netzerocarbon #renovationwave #roadtozero #sustainability 

Interesting discussions from the panelists this morning at the ALFI - Association of the Luxembourg Fund Industry conference in New-York. Among the topics that were debated, the retailisation of private assets proved particularly interesting, demonstrating both the evolution of the investor landscape and the will of the authorities to provide sustainable fund structures such as ELTIF 2.0 as a response to that evolution. As asset managers are expected to increasingly seek to attract private investors, this development definitely represents opportunities for the Luxembourg fund industry! Claire Prospert | Dr. Stefan Staedter | Cyril Schopfer | Jarrett Mellman | Steven Greenspan #DeloitteLU #DeloitteUS #ALFIRoadshow #AlternativeInvestments #Retailisation #Token #Luxembourg #LetsMakeItHappen