PitchBook News - Do you care about ESG?

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The Research Pitch

June 22, 2024

Presented by Juniper Square

US VC outlook, revisited: How has 2024 compared to expectations? Our venture analysts assessed how their December predictions have fared across IPOs, unicorns, insider-led rounds, and more. Read it here.

Pharma frenzy: Pharma services has emerged as the hottest area of healthcare for PE. We're excited to announce new full-time coverage of the sector; to read our debut Pharma Services Report, click here.

Tech talk: What are the benefits of a large, diverse venture portfolio compared to a concentrated focus? We'll discuss portfolio construction on Wednesday. Register here.

Event insights: Our key takeaways from healthcare conference HCMIS and the Smart Kitchen Summit.

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What are your feelings about the term ESG?

This and other provocative questions are found in our 2024 Sustainable Investment Survey, which is going out to a global audience of investors.

We have revamped the survey extensively this year, trying to capture what people are doing and why. And not just those who are practitioners of sustainable investing.

In our last four iterations of this survey, we have tracked an increase in those passionately against sustainable investment practices; this year, the survey will attempt to tease out why this is—trying to get a better understanding of both sides of this weirdly politicized practice.

Having followed ESG and Impact investing trends over the past several years, other questions came up this year that fed the survey revamp.

Is PRI still relevant?

How many people in the private markets are aware there is a burgeoning effort to create benchmarks for environmental, social, and governance data points?

How are investors reacting to regulatory requirements around sustainable investing?

In light of court cases knocking down diversity initiatives, where do investors stand on this topic?

We are aiming to receive responses from investors of all sorts and their advisors—from all parts of the globe and on all sides of sustainable investing issues.

To show our gratitude, we will make a contribution to World Central Kitchen for each completed survey. We also invite respondents to opt in to a prize drawing.

We look forward to rolling the results out in a late Q3 report, which respondents can receive when it is hot off the presses.

Thank you so much for your support!

Click here to take the survey.

Best,

Hilary Wiek, CFA, CAIA
Senior Strategist, Fund Strategies & Sustainable Investing

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Market Updates

Global Real Assets Report

Real assets fundraising was light in Q1—but by no means stagnant—reaching $26.8 billion following a massive Q4.

Capital was overwhelmingly allocated to infrastructure due to steady cash flows in a high-rate environment. Meanwhile, oil & gas has experienced a decline.

Our report explores our latest funds and performance data, including divergent trends within the asset class:

read the free report

Thematic Research

EMEA Healthcare Market Snapshot

Healthcare VC investment in the EMEA region is highly concentrated—with about 50% of deal value coming from three locations: London, Paris, and Cambridge.

See a larger version of this heatmap in the research note.

New research from our healthcare team diagnoses the key VC, PE, and public market trends—highlighting fundraising data, top deals, most active investors, and more.

We also dig into opportunities in areas like healthcare IT and digital treatments:

read the free research

Industry & Tech Research

Enterprise SaaS startups had mixed fortunes in Q1, with deal value down 15% on a quarterly basis while deal count rose 3%.

Our new Enterprise SaaS Report digs into the data and highlights the opportunity in the analytics collaboration segment, as companies look to bolster their BI efforts:

read a free preview

VC investment in insurtech companies dropped across the board in the first quarter, but we've identified some factors that could drive a rebound.

One growing area of interest, according to our new Insurtech Report: startups leveraging AI to streamline insurance underwriting and personalize policies:

read a free preview

VC e-commerce dealmaking in Q1 fell to the lowest level in over five years.

Our E-Commerce Report unpacks our data and explores the rise of AI-powered applications, as certain markets are shifting toward visual channels of product discovery over keyword searches:

read a free preview

In the News

Our insights and data featured in the press:

Dividend recapitalizations have soared in the first half of 2024. [Bloomberg]

Middle-market deals made up a record 74% of private-equity buyouts by count in 2023. [WSJ]

"Clinical trial sites are undoubtedly the hottest category of pharma services." [Fierce Biotech]

The foodtech stage is set for consolidation. Are the next group of market leaders ready to emerge? [Axios Pro]

There's been an increase in fraudulent activity in the digital asset space. Some projects are blatant scams. [Bloomberg]

If you're a journalist interested in interviewing our analysts or requesting data, contact our PR team.

ICYMI

More of our recent research (* - report preview):

Market updates

Thematic research

Industry & tech research

Credit research

Coming next week (subject to change)

Allocator Solutions: Private Market Opportunities Midyear Update
European Private Capital Outlook: H1 Update
UK Market Snapshot
Pharmatech Report Launch* (new!)
Digital Health Report*
The Foundational Model Horse Race
M&A can rebound, with or without an IPO revival

Thanks for reading! Feel free to email us any time with feedback, questions, or tips!

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PitchBook News - Do you care about ESG?

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