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As private credit has ballooned and its economic underpinnings have become shakier, LPs are scrutinizing managers.
In: differentiated strategies and conservative underwriting. Out: low-margin loans in crowded sectors that encourage looser underwriting.
impactalpha.com/in-jittery-p...
In: differentiated strategies and conservative underwriting. Out: low-margin loans in crowded sectors that encourage looser underwriting.
impactalpha.com/in-jittery-p...
In jittery private credit market, LPs look for differentiation, co-investment and sustainability
LPs and GPs at the private credit conference discussed their strategies for private credit, co-investment and secondaries in a fast-evolving private credit market.
impactalpha.com
November 26, 2025 at 3:05 PM
As private credit has ballooned and its economic underpinnings have become shakier, LPs are scrutinizing managers.
In: differentiated strategies and conservative underwriting. Out: low-margin loans in crowded sectors that encourage looser underwriting.
impactalpha.com/in-jittery-p...
In: differentiated strategies and conservative underwriting. Out: low-margin loans in crowded sectors that encourage looser underwriting.
impactalpha.com/in-jittery-p...
Seattle-based @loanterra.bsky.social launched last month to help credit unions and other lenders originate renewable energy loans, without dealer fees.
Why LoanTERRA's Bill Paulen thinks that eliminating dealer fees could save the solar industry.
impactalpha.com/with-tax-cre...
Why LoanTERRA's Bill Paulen thinks that eliminating dealer fees could save the solar industry.
impactalpha.com/with-tax-cre...
With tax credits expiring, cutting ‘dealer fees’ could keep solar affordable
The holiday season could be a busy one for contractors and other installers of solar panels, battery storage and heat pumps. Home and ...
impactalpha.com
November 25, 2025 at 1:55 PM
Seattle-based @loanterra.bsky.social launched last month to help credit unions and other lenders originate renewable energy loans, without dealer fees.
Why LoanTERRA's Bill Paulen thinks that eliminating dealer fees could save the solar industry.
impactalpha.com/with-tax-cre...
Why LoanTERRA's Bill Paulen thinks that eliminating dealer fees could save the solar industry.
impactalpha.com/with-tax-cre...
As @cop30brazil.bsky.social comes to an end, many wonder if there will be a last-minute surprise on fossil fuel phase-out to the COP30 draft agreement. What we're watching.
impactalpha.com/global-clima...
impactalpha.com/global-clima...
Global climate summit confronts a key question: Whether to call for the phase-out of fossil fuels
Many arrived in Brazil hoping COP30 would break from years of sweeping declarations and modest follow-through.
impactalpha.com
November 20, 2025 at 9:46 PM
As @cop30brazil.bsky.social comes to an end, many wonder if there will be a last-minute surprise on fossil fuel phase-out to the COP30 draft agreement. What we're watching.
impactalpha.com/global-clima...
impactalpha.com/global-clima...
🎧 Did you catch "This Week in Impact"? On our latest episode, @davidbank.bsky.social joined host
@brianjwalsh.bsky.social to discuss plugging the financing gap for growth businesses in Africa.
New episodes drop every Friday.
impactalpha.com/alternatives...
@brianjwalsh.bsky.social to discuss plugging the financing gap for growth businesses in Africa.
New episodes drop every Friday.
impactalpha.com/alternatives...
November 19, 2025 at 10:40 PM
🎧 Did you catch "This Week in Impact"? On our latest episode, @davidbank.bsky.social joined host
@brianjwalsh.bsky.social to discuss plugging the financing gap for growth businesses in Africa.
New episodes drop every Friday.
impactalpha.com/alternatives...
@brianjwalsh.bsky.social to discuss plugging the financing gap for growth businesses in Africa.
New episodes drop every Friday.
impactalpha.com/alternatives...
🇪🇺 Institutional investors in Europe are adapting.
Scandinavian pension funds, including @tyoelakeyhtiovarma.bsky.social, KPA Pension in Sweden, and Denmark’s PFA, Danica and AkademikerPension are leading the way by ditching long-term bans on defense stocks.
impactalpha.com/european-pen...
Scandinavian pension funds, including @tyoelakeyhtiovarma.bsky.social, KPA Pension in Sweden, and Denmark’s PFA, Danica and AkademikerPension are leading the way by ditching long-term bans on defense stocks.
impactalpha.com/european-pen...
European pension funds said ‘no’ to defense investments. Then came Ukraine… and Trump
As drones buzz Europe, pension funds are revising their investment policies to lift long-standing bans on financing defense companies and position security as a “responsible” investment.
impactalpha.com
November 19, 2025 at 3:36 PM
🇪🇺 Institutional investors in Europe are adapting.
Scandinavian pension funds, including @tyoelakeyhtiovarma.bsky.social, KPA Pension in Sweden, and Denmark’s PFA, Danica and AkademikerPension are leading the way by ditching long-term bans on defense stocks.
impactalpha.com/european-pen...
Scandinavian pension funds, including @tyoelakeyhtiovarma.bsky.social, KPA Pension in Sweden, and Denmark’s PFA, Danica and AkademikerPension are leading the way by ditching long-term bans on defense stocks.
impactalpha.com/european-pen...
How cross-sector collaborations are helping communities address overlapping vulnerabilities in health outcomes, educational achievement, economic opportunity and climate risk.
impactalpha.com/making-missi...
impactalpha.com/making-missi...
Making missing markets for local builders (and buyers) of health, wealth and vibrant communities
One of the best indicators of the health of a child in elementary school: whether they are reading at grade level. For adults, ...
impactalpha.com
November 18, 2025 at 7:13 PM
How cross-sector collaborations are helping communities address overlapping vulnerabilities in health outcomes, educational achievement, economic opportunity and climate risk.
impactalpha.com/making-missi...
impactalpha.com/making-missi...
🌊 Oceans generate $2.5 trillion in economic activity and absorb 90% of the earth’s excess heat, yet ocean-based climate solutions receive less than 1% of global climate finance.
AltaSea’s Terry Tamminen explains how blended finance can unlock untapped markets.
impactalpha.com/how-blended-...
AltaSea’s Terry Tamminen explains how blended finance can unlock untapped markets.
impactalpha.com/how-blended-...
How blended capital is powering the blue economy’s next wave
Understand the urgent need for financing ocean climate tech to transform our approach to climate change and ocean preservation.
impactalpha.com
November 18, 2025 at 3:33 PM
🌊 Oceans generate $2.5 trillion in economic activity and absorb 90% of the earth’s excess heat, yet ocean-based climate solutions receive less than 1% of global climate finance.
AltaSea’s Terry Tamminen explains how blended finance can unlock untapped markets.
impactalpha.com/how-blended-...
AltaSea’s Terry Tamminen explains how blended finance can unlock untapped markets.
impactalpha.com/how-blended-...
David Erickson and @otho.bsky.social are bringing together community foundations, CDFIs, green banks and local government agencies at the Federal Reserve Bank of NY.
Join ImpactAlpha’s @davidbank.bsky.social for the Making Missing Markets livestream this Wednesday.
web.cvent.com/event/59ed3e...
Join ImpactAlpha’s @davidbank.bsky.social for the Making Missing Markets livestream this Wednesday.
web.cvent.com/event/59ed3e...
November 17, 2025 at 9:03 PM
David Erickson and @otho.bsky.social are bringing together community foundations, CDFIs, green banks and local government agencies at the Federal Reserve Bank of NY.
Join ImpactAlpha’s @davidbank.bsky.social for the Making Missing Markets livestream this Wednesday.
web.cvent.com/event/59ed3e...
Join ImpactAlpha’s @davidbank.bsky.social for the Making Missing Markets livestream this Wednesday.
web.cvent.com/event/59ed3e...
How New York-based Encourage Capital unlocked rooftop-solar financing for India’s small enterprises.
Harvey Koh of the Catalytic Capital Consortium outlines the key design principles.
impactalpha.com/a-case-study...
Harvey Koh of the Catalytic Capital Consortium outlines the key design principles.
impactalpha.com/a-case-study...
A case study in unlocking lending to small businesses to accelerate solar in India
The global clean energy transition includes businesses across the emerging markets of Africa, India and elsewhere that are installing their own small-scale, local ...
impactalpha.com
November 17, 2025 at 6:09 PM
How New York-based Encourage Capital unlocked rooftop-solar financing for India’s small enterprises.
Harvey Koh of the Catalytic Capital Consortium outlines the key design principles.
impactalpha.com/a-case-study...
Harvey Koh of the Catalytic Capital Consortium outlines the key design principles.
impactalpha.com/a-case-study...
Transparency and behavior change were big themes of this week’s ImpactAlpha coverage.
impactalpha.com/the-week-in-...
impactalpha.com/the-week-in-...
The Week in impact investing: Incompletely transparent
TGIF, Agents of Impact! 💃🏽 Step up, step out. If you’re in the Bay Area this weekend, join ImpactAlpha at San Francisco’s lively ...
impactalpha.com
November 15, 2025 at 5:21 PM
Transparency and behavior change were big themes of this week’s ImpactAlpha coverage.
impactalpha.com/the-week-in-...
impactalpha.com/the-week-in-...
Fund managers from Lagos, Ghana, Senegal and Nairobi joined this week’s Agents of Impact call to make the case for backing relatively small, local investment funds in Africa.
Check out the recap.
impactalpha.com/agents-of-im...
Check out the recap.
impactalpha.com/agents-of-im...
Agents of Impact Call: More of the right kind of capital for growth firms in Africa (video)
More capital is needed to support Africa’s growth firms, but in forms that go beyond what large venture capital or private equity funds can offer.
impactalpha.com
November 15, 2025 at 5:21 AM
Fund managers from Lagos, Ghana, Senegal and Nairobi joined this week’s Agents of Impact call to make the case for backing relatively small, local investment funds in Africa.
Check out the recap.
impactalpha.com/agents-of-im...
Check out the recap.
impactalpha.com/agents-of-im...
🔌 What does it take to transition breakthrough climate technologies from universities and national labs into venture-ready startups?
Troy Daley of @labstart.bsky.social joins Sherrell Dorsey on the next PluggedIn to discuss on Tuesday, November 18.
us02web.zoom.us/webinar/regi...
Troy Daley of @labstart.bsky.social joins Sherrell Dorsey on the next PluggedIn to discuss on Tuesday, November 18.
us02web.zoom.us/webinar/regi...
November 13, 2025 at 11:27 PM
🔌 What does it take to transition breakthrough climate technologies from universities and national labs into venture-ready startups?
Troy Daley of @labstart.bsky.social joins Sherrell Dorsey on the next PluggedIn to discuss on Tuesday, November 18.
us02web.zoom.us/webinar/regi...
Troy Daley of @labstart.bsky.social joins Sherrell Dorsey on the next PluggedIn to discuss on Tuesday, November 18.
us02web.zoom.us/webinar/regi...
Affordable home ownership: “A shared-equity model is actually the better path into ownership for young people, for first-time buyers, especially for folks in the middle of the income pyramid,” Ownify’s Frank Rohde told ImpactAlpha.
impactalpha.com/from-afforda...
impactalpha.com/from-afforda...
From affordable home ownership to 'fair-share appreciation' and generational wealth
President Trump's trial balloon, a response to last week’s voter uprising over “affordability,” opened a broader conversation about better ways to not only help families get into their first house, bu...
impactalpha.com
November 13, 2025 at 4:32 PM
Affordable home ownership: “A shared-equity model is actually the better path into ownership for young people, for first-time buyers, especially for folks in the middle of the income pyramid,” Ownify’s Frank Rohde told ImpactAlpha.
impactalpha.com/from-afforda...
impactalpha.com/from-afforda...
S2G Investments, which has reached $2.5 billion in committed capital across a half-dozen funds, has become one of the most active climate investors backing companies positioned to lead the transitions required in food, agriculture, energy and ocean-based resources.
impactalpha.com/adaptation-a...
impactalpha.com/adaptation-a...
Adaptation Alpha: S2G Investments looks for outperformance as climate change drives ‘system-level shifts’
The flip side of the rising risks and escalating damage from a changing climate is the huge opportunity to help industries and ecosystems ...
impactalpha.com
November 12, 2025 at 8:23 PM
S2G Investments, which has reached $2.5 billion in committed capital across a half-dozen funds, has become one of the most active climate investors backing companies positioned to lead the transitions required in food, agriculture, energy and ocean-based resources.
impactalpha.com/adaptation-a...
impactalpha.com/adaptation-a...
☎️ Pathways to unlock domestic and institutional capital for small business finance.
What’s working, what’s not, and how catalytic capital can do more in Africa. Register for our November 12th call in partnership with Collaborative for Frontier Finance.
us02web.zoom.us/webinar/regi...
What’s working, what’s not, and how catalytic capital can do more in Africa. Register for our November 12th call in partnership with Collaborative for Frontier Finance.
us02web.zoom.us/webinar/regi...
November 11, 2025 at 5:52 PM
☎️ Pathways to unlock domestic and institutional capital for small business finance.
What’s working, what’s not, and how catalytic capital can do more in Africa. Register for our November 12th call in partnership with Collaborative for Frontier Finance.
us02web.zoom.us/webinar/regi...
What’s working, what’s not, and how catalytic capital can do more in Africa. Register for our November 12th call in partnership with Collaborative for Frontier Finance.
us02web.zoom.us/webinar/regi...
The case of the missing $54 billion in development banks' climate finance.
“You should be able to click on a number and see what's behind it,” says Gary Forster of
publishwhatyoufund.bsky.social.
impactalpha.com/the-case-of-...
“You should be able to click on a number and see what's behind it,” says Gary Forster of
publishwhatyoufund.bsky.social.
impactalpha.com/the-case-of-...
The case of the missing $54 billion in development banks' climate financing
In Thailand, there was a $50 million debt commitment for rooftop solar. In Turkiye, a $155 million loan for public facilities’ earthquake resilience. ...
impactalpha.com
November 10, 2025 at 3:38 PM
The case of the missing $54 billion in development banks' climate finance.
“You should be able to click on a number and see what's behind it,” says Gary Forster of
publishwhatyoufund.bsky.social.
impactalpha.com/the-case-of-...
“You should be able to click on a number and see what's behind it,” says Gary Forster of
publishwhatyoufund.bsky.social.
impactalpha.com/the-case-of-...
In today’s Brief:
✏️ Expanding the solution set.
✏️ The future of work in the US and growth firms in Africa and Asia.
✏️ Veterans find service through investing.
✏️ Ranking funds on social justice.
impactalpha.com/the-week-in-...
✏️ Expanding the solution set.
✏️ The future of work in the US and growth firms in Africa and Asia.
✏️ Veterans find service through investing.
✏️ Ranking funds on social justice.
impactalpha.com/the-week-in-...
The Week in impact investing: Better day
TGIF, Agents of Impact! 🗣 Expanding the Overton window. I was a teenage socialist. Back when Bernie Sanders was the new mayor of ...
impactalpha.com
November 7, 2025 at 10:24 PM
In today’s Brief:
✏️ Expanding the solution set.
✏️ The future of work in the US and growth firms in Africa and Asia.
✏️ Veterans find service through investing.
✏️ Ranking funds on social justice.
impactalpha.com/the-week-in-...
✏️ Expanding the solution set.
✏️ The future of work in the US and growth firms in Africa and Asia.
✏️ Veterans find service through investing.
✏️ Ranking funds on social justice.
impactalpha.com/the-week-in-...
Apollo Global Management will purchase a 50% stake in Hornsea 3, the largest offshore wind development in the world, located on the UK’s east coast.
impactalpha.com/apollo-buys-...
impactalpha.com/apollo-buys-...
Apollo buys $6.5 billion stake in Ørsted’s offshore wind project in the UK
The transaction comes amid political headwinds and capital-raising challenges for Ørsted, especially in the US, where President Donald Trump has declared war on offshore wind.
impactalpha.com
November 6, 2025 at 6:57 PM
Apollo Global Management will purchase a 50% stake in Hornsea 3, the largest offshore wind development in the world, located on the UK’s east coast.
impactalpha.com/apollo-buys-...
impactalpha.com/apollo-buys-...
Brazil, host to @cop30brazil.bsky.social, is championing a fund to slow deforestation. It is looking to raise $125 billion via a blended-finance structure combining public, philanthropic and private capital.
impactalpha.com/with-tropica...
impactalpha.com/with-tropica...
With Tropical Forests Forever fund, Brazil tries a new approach to slowing deforestation
Every COP host puts its stamp on the proceedings. For Brazil, which kicked off the 30th “Conference of Parties” global climate talks this ...
impactalpha.com
November 6, 2025 at 3:14 PM
Brazil, host to @cop30brazil.bsky.social, is championing a fund to slow deforestation. It is looking to raise $125 billion via a blended-finance structure combining public, philanthropic and private capital.
impactalpha.com/with-tropica...
impactalpha.com/with-tropica...
“It’s already hard to sell an impact-focused thesis to typically skeptical institutional investors; it certainly won’t be easier if their reference point for the overall asset class is negative,” impact investment advisor @Antony Bugg-Levine told ImpactAlpha.
impactalpha.com/debt-bubble-...
impactalpha.com/debt-bubble-...
Debt bubble? Private credit jitters put even impact investors on edge
Private credit has ballooned over the last several years. The worry is that the fierce competition for deals and the mountains of dry powder may tempt lenders to relax their standards.
impactalpha.com
November 5, 2025 at 6:26 AM
“It’s already hard to sell an impact-focused thesis to typically skeptical institutional investors; it certainly won’t be easier if their reference point for the overall asset class is negative,” impact investment advisor @Antony Bugg-Levine told ImpactAlpha.
impactalpha.com/debt-bubble-...
impactalpha.com/debt-bubble-...
Instead of one or two companies with 10x returns that can subsidize losses on the rest of the portfolio – the classic profile of many VC funds – Eva Yazhari is looking for 3-8x returns across the portfolio which translates into positive impact on millions of lives.
impactalpha.com/at-beyond-ca...
impactalpha.com/at-beyond-ca...
November 4, 2025 at 8:02 PM
Instead of one or two companies with 10x returns that can subsidize losses on the rest of the portfolio – the classic profile of many VC funds – Eva Yazhari is looking for 3-8x returns across the portfolio which translates into positive impact on millions of lives.
impactalpha.com/at-beyond-ca...
impactalpha.com/at-beyond-ca...
@jedbv.bsky.social has a question for Agents of Impact. “If small, emerging managers such as @adasina.bsky.social can find their voice in this moment, why can’t the rest of us?”
impactalpha.com/letter-from-...
impactalpha.com/letter-from-...
Letter from Jed: Standing up to the new American authoritarianism
(Editor’s note: Jed Emerson is an “OG” of impact investing, having coined the concept of blended value more than three decades ago. He ...
impactalpha.com
November 4, 2025 at 2:40 AM
@jedbv.bsky.social has a question for Agents of Impact. “If small, emerging managers such as @adasina.bsky.social can find their voice in this moment, why can’t the rest of us?”
impactalpha.com/letter-from-...
impactalpha.com/letter-from-...
“Each of us has a role to play as investors, entrepreneurs, policy makers, philanthropists or storytellers, in shaping a capitalism that serves humanity more than the other way around,” said Jim Sorenson at #SOCAP25.
Read our recap.
socapglobal.bsky.social
impactalpha.com/in-a-time-of...
Read our recap.
socapglobal.bsky.social
impactalpha.com/in-a-time-of...
In a time of peril, strategies for community power, local impact and climate resilience
For a few days, it appeared that the annual SOCAP gathering of impact investors and entrepreneurs would find itself in the middle of ...
impactalpha.com
November 3, 2025 at 10:08 PM
“Each of us has a role to play as investors, entrepreneurs, policy makers, philanthropists or storytellers, in shaping a capitalism that serves humanity more than the other way around,” said Jim Sorenson at #SOCAP25.
Read our recap.
socapglobal.bsky.social
impactalpha.com/in-a-time-of...
Read our recap.
socapglobal.bsky.social
impactalpha.com/in-a-time-of...
Pathways to Growth: “Being able to get to 100 investments is a huge milestone, showing that our model works and is needed especially considering that within the wider ecosystem, there’s actually less happening,” says Roeland Donckers of Iungo Capital.
impactalpha.com/after-100-in...
impactalpha.com/after-100-in...
With 100 investments, Iungo Capital is trying to prove out the viability of small business lending in Africa (video)
Learn about Iungo Capital's approach to supporting small businesses in East Africa through innovative financing solutions.
impactalpha.com
October 30, 2025 at 3:00 PM
Pathways to Growth: “Being able to get to 100 investments is a huge milestone, showing that our model works and is needed especially considering that within the wider ecosystem, there’s actually less happening,” says Roeland Donckers of Iungo Capital.
impactalpha.com/after-100-in...
impactalpha.com/after-100-in...
