Investec partners with Holtara to boost sustainable direct lending
Investec’s alternative asset management business has teamed up with ESG reporting platform Holtara to accelerate its sustainability progress, with an initial focus on its direct lending activities.
Investec’s direct lending strategy manages more than €3bn (£2.5bn) of assets for institutional investors and family offices.
The partnership with Holtara – which is part of Apex Group – aims to deliver positive outcomes for investors, borrowers and private equity sponsors through enhanced data analysis and sustainability-linked financing options.
Read more: Investec completes its first direct lending transaction in the Netherlands
Additionally, it will look to improve Investec’s progress on sustainable lending and investing, with a view to aligning Investec’s portfolio with net zero by 2050, by incorporating new data and insights within its direct lending activities.
“Clients rightly demand sustainable investment solutions, and we must continually enhance our understanding of the opportunities and risks inherent in our portfolios, through a strong understanding of the data,” said Callum Bell, director at Investec’s Alternative Investment Management business and head of direct lending.
Read more: Investec hires head of private credit management to expand direct lending platform
“We believe partnering with Holtara, a leading market private market specialist, provides us a competitive edge as we leverage their expertise in an area that is continuously expanding and evolving. We look forward to working with them.”
Alicia Forry, who leads ESG for alternative investments at Investec, will work closely with Holtara to maximise value from the partnership. She was appointed earlier this year to develop responsible investing frameworks and processes across private market credit strategies.
Andrew Pitts-Tucker, managing director of Holtara, said: “Holtara is looking forward to working with Investec and expanding its reach across the financial sector. Our mission is to impact business today for a better, more sustainable tomorrow. Working with Investec will significantly enhance our ability to drive positive change for people and the planet.”
