Tikehau Capital
Private debt, private equity and real-assets insights from Tikehau Capital.
France5 articlesLast published 1 Jun 2025
AlternativesPrivate MarketsFixed Income
Research
Tikehau CapitalPrivate Markets
Advancing Towards More Sustainable Real Estate Assets - Tikehau Capital
Tikehau Capital presents its unified sustainability strategy for its €12.8bn real estate portfolio (across Tikehau IM, Sofidy, and IREIT), covering decarbonisation targets aligned with NZAM and CRREM 1.5°C pathways, biodiversity, climate risk resilience, and social integration as of end-2024. The report details commitments, KPIs, and case studies across environmental certifications (BREEAM, LEED, HQE), energy reduction, governance integration, and stakeholder engagement, with a 2030 roadmap targeting 50% of AUM net-zero or net-zero aligned.
1 Jun 2025
Tikehau CapitalPrivate Markets
Tikehau Capital 2023 Integrated Report
Tikehau Capital's 2023 Integrated Report covers the firm's full-year performance and strategy across its four asset management pillars - private debt, real assets, private equity, and capital markets strategies - reporting €43.2bn in group AUM (13% YoY growth), €6.5bn in net inflows, and a 39.4% core FRE margin. The report also details the firm's sustainability commitments, including 66% of AUM in SFDR Article 8/9 funds, net-zero targets under the NZAM initiative, and thematic impact platforms covering decarbonisation, cybersecurity, regenerative agriculture, and resilient cities.
1 Jun 2023
Tikehau CapitalPrivate Markets
Private Debt Sustainable Barometer - June 2025
NewVest and Tikehau Capital present an annual barometer of ESG integration across 42 large private debt funds in the NewVest PD50 2023 Index, covering policies, carbon monitoring, climate objectives, sustainability-linked loans, and impact strategies. The report finds that while over 90% of funds have ESG policies in place, practical application varies significantly by geography, with ESG integration remaining largely policy-driven rather than operationally embedded.
Tikehau CapitalPrivate Markets
Powering Climate Resilience: The Role of Private Equity
A keynote interview with Lindee Wong, director of climate and biodiversity at Tikehau Capital, outlining the firm's dual strategy of decarbonisation and regenerative agriculture within its private equity portfolios. The piece argues that private equity is uniquely positioned to scale climate solutions - from renewable energy and energy efficiency to biodiversity-enhancing farming - while delivering competitive financial returns alongside measurable environmental impact.
Tikehau CapitalPrivate Markets
Four Lessons Learnt from the Pioneering Investment Thesis of Tikehau Capital's Regenerative Agriculture Strategy
Tikehau Capital, alongside anchor partners Unilever and AXA, reflects on the first vintage of its €500M+ private equity regenerative agriculture impact strategy, distilling four operational lessons covering impact/financial screening, impact committee governance, portfolio company engagement, and biodiversity KPI selection. The piece uses the inaugural investment in BioFirst Group - a biocontrol and bumblebee pollination specialist - as a detailed case study to illustrate the practical challenges and solutions encountered in measuring and managing impact.