Equity | Investment Insight
May 30, 2023
Impact in Focus: Apollo’s 2022 Annual Impact Report
Apollo Impact Mission is our dedicated strategy that seeks to leverage our decades of experience in private equity to create impact at scale through its investments.
Our 2022 Impact Report highlights Apollo’s approach to driving impact at scale through our dedicated Apollo Impact Mission platform (“AIM”, “we”, or “the platform”).
AIM seeks to achieve meaningful impact by pursuing private equity-like opportunities with the intention of generating positive, measurable social and/or environmental impact while generating attractive risk-adjusted returns.
We adhere to a rigorous impact investment philosophy that targets investments centered around two critical objectives — helping people and healing the planet. Apollo is driving an evolution in the impact investing landscape by making later-stage impact investments. We employ the “classic Apollo” value-oriented lens and harness the full power of the firm to drive both financial and impact success at AIM portfolio companies.
Through the platform, Apollo has made four investments in companies that align with AIM’s objectives and exhibit collinearity, meaning the impact they have is intrinsic to their business model, and thus profit and purpose are mutually reinforcing and intertwined. For these businesses, impact is not a concession, but rather a driver of financial performance.
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Private-equity secondaries have developed into a core alternatives allocation for many investors. Led by the expanding opportunity in GP-led secondaries and heightened liquidity needs, we believe the secondaries market for PE will double or triple in size in the next five years.
Real Assets | Investment Insight
Mind the (Funding) Gap: Finding Opportunities in Real Estate Debt Amid Dislocation
Higher interest rates have pressured real estate prices, but fundamentals remain stable across most property types. In this class, Scott Weiner, Global Head of RE Credit, examines the state of the real estate market and discusses the opportunity in RE debt in light of wider spreads, more lender-friendly terms, and significant refinancing needs.
Apollo Chief Economist Torsten Sløk and co-head of Sponsor and Secondary Solutions (S3) Steve Lessar discuss how private equity secondary markets can create opportunities for investors seeking diversification in an environment where rates are seen higher for longer and public equity valuations remain lofty.
