The NAB has launched the second edition of its Dutch Pension Funds Impact Investments report for 2023-24.
According to our latest report, ‘On the way to 10% impact’, one of the most significant barriers to scaling impact investments, as identified by Dutch pension funds, is the apparent lack of investment opportunities that align with their thematic focus, have the appropriate size and sufficient track record. This barrier is followed by the lack of information and data sharing on market activities and trends.
Our 2022 report, ‘State of the Dutch Impact Investing Sector,’ estimated the market size for impact investments in the Netherlands to be between €150 -180 billion. Despite these promising figures, investors often encounter a mismatch between the supply and demand for capital. In response to this, we present our updated research on the landmark pension funds' impact investments, intending to provide a market update and inspire pension funds that are exploring impact investing opportunities.
This document serves as a follow-up to the 2021-2023 inventory released by the NAB in March 2023. The timeline for the investments considered for this report spans from March 2023 to October 2024.
During this period, the size of impact investments displayed great diversity, showing adjustment from traditional investment strategies. This trend demonstrates the ability of various pension funds to invest with smaller ticket sizes, which historically has been perceived as a barrier. Notably, some of the largest pension funds in the Netherlands are participating in these smaller-sized investments.
Overall, we see that the most targeted sectors are energy transition and climate change. Often, investing in the energy transition has spillover effects in other critical sectors, such as innovation, infrastructure, decent work and economic growth, which play a vital role in the overall success of these types of impact projects. Finally, we also offer a short reflection on what we find particularly noteworthy about each investment.
We hope you find this report inspiring!
To access the full report, please click below.
In case you wish to get in touch with us if we have overlooked something or for additional information, please contact us at contact@nabimpactinvesting.nl.
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