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Palladio Partners launches the second generation of its infrastructure coinvestment fund
06.12.2023 - New fund for direct investments through co-investments kicks off
Palladio Partners, the investment boutique specialized in investments in tangible assets, is launching the second generation of its co-investment fund. The SFDR Article 8 fund (according to EU disclosure regulation) will provide access for institutional investors to infrastructure sectors such as communications, utilities, renewable energy sources, and transportation. It will be managed by Palladio (Luxembourg) S. à r.l. as AIFM. In cooperation with select fund managers, it seeks to establish a portfolio broadly diversified by sectors, regions, market segments, and risk profiles. The AIFM takes into account any negative impact of investment decisions on sustainability factors (Principal Adverse Impact Indicators - PAIs).
Investors choose co-investment funds to round out their existing portfolios
“All the investors who participated in the seed-closing are existing investors from the first generation of the fund. They are highly interested in pressing ahead with the strategy,” comments Michael Rieder, Managing Partner. “What we are also seeing is that an evergreater number of institutional investors are wanting to onboard co-investments in order to advance their investment strategies and supplement their portfolios.”
“Our strong and wide-ranging track record and the resulting network of infrastructure fund managers put us in a position to generate a pronounced deal flow and thus offer our investors access to international infrastructure projects,” adds Dennis Schnutenhaus, Director in charge of Palladio Partner’s co-investment strategy. Palladio Partners has been investing in co-investments since 2014. The “Rotonda CoInvest 1” predecessor fund was launched in 2020 and successfully closed in 2022 with a volume of some EUR 320 million.
Article 8 SFDR / Voluntary commitment to supply PAI indicators with EET
The fund aims to co-invest in assets that are financially successful while seeking to avoid environmental and social impacts and comply with the principles of good governance. With its first co-investment fund, Palladio Partners already voluntarily committed to providing its investors with ESG data in the format laid out in the new European ESG Reporting-Standards (EET). This commitment will be upheld for the second generation of this fund, too. Investors require adequate and standardized ESG reporting particularly to comply with their own SFDR reporting requirements.