What the European Investment Fund wants from climate GPs
Failed to add items
Add to basket failed.
Add to wishlist failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
-
Narrated by:
-
By:
The European Investment Fund is one of the most important allocators to the continent's climate funds. More than half of the €6.3 billion it invested in sustainability and green transformation last year was deployed into private markets, according to its 2025 annual report. It was the second-most frequent allocator to impact funds in 2025 and Q1 2026, New Private Markets analysis shows.
In this episode, Matteo Squilloni, head of climate transition equity investments at EIF, discusses:
- How the number of climate-related proposals EIF received fell in 2025, and what this says about the state of the market;
- How EIF is balancing its private equity climate portfolio between re-ups and new managers;
- How banking on certain narratives and policy support over industrial fundamentals has driven the clearest failures in EIF's climate portfolio;
- Why AI-driven demand for energy and water is a genuine investment opportunity.
Squilloni was a recent speaker at the Impact Investor Global Summit in London, where he participated in a discussion on the global outlook for climate investing. Find more information on next year's event here.