A global alternative investment manager operating integrated businesses across Credit, Private Equity, Real Estate Strategic Initiatives and Secondaries.
Equity Flare's Impact Fund (“Global Impact”) builds on EF’s track record of investing in solutions and our history of thoughtful management of ESG issues. Through this strategy, we are seeking to generate private equity risk-adjusted returns alongside social good as the world faces unparalleled challenges, which are even clearer today. Global Impact invests in leading companies where financial performance and positive societal impact are intrinsically aligned.
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Successful commercial real estate investing depends on thorough analysis, not whimsical prediction. Equity Flare believes good fortune in investing is the product of good thinking. The firm’s goal is to apply disciplined bottom-up analytical procedures, sophisticated legal and financial structures, and proactive asset management to transactions that possess a value-oriented investment thesis.
For nearly 6 years, Equity Flare has been a leader in the commercial real estate private equity industry. The firm combines a vast origination platform, a disciplined investment strategy, and highly experienced professionals to generate risk-adjusted investment returns that rank Equity Flare among the top performers within its field.
In addition to aligning with the processes and expectations of our private equity investment process, all EQUITY FLARE’s impact investments will seek to meet the four criteria highlighted below.
Achieve attractive, risk-adjusted returns
Contribute Solutions to SDGs
Generate impacts that are measurable
Seek measurable improvements to ESG performance during EQUITY FLARE ownership
These four investment imperatives are complex and multidimensional, relating closely to several important SDGs. The below figure illustrates some of the connections between these four impact themes and the SDGs associated with the investments Global Impact made in 2021.
If the investment does not perform in line with your expectations, require the manager or operator to work with you to identify and implement strategies to improve future performance.
Our investment groups collaborate to seek to deliver innovative investment solutions designed to achieve attractive investment returns for investors across market cycles. We believe our global footprint throughout North America, Europe, Asia Pacific and the Middle East is a key advantage in providing us with deep knowledge and extensive networks and resources in the markets we invest in. .
As the responsibility for funding retirement continues to shift to individuals, plan sponsors and financial professionals are increasingly challenged to help investors understand and measure the impacts of their allocation decisions on their portfolios.
Our Portfolio Clarity® team of independent and highly qualified portfolio analysts can provide you with a comprehensive risk audit of your client’s portfolio to identify gaps, deficiencies, redundancies, and hidden risks.
Our comprehensive portfolio solutions can be used to evaluate risk and plan menu design with services including:
Equity Flare provides research and education, and facilitates collaboration, to help investors align their responsible investment practices with the broader sustainable objectives of society – as currently best defined by the SDGs.
Climate change is the highest priority ESG issue facing investors. Equity flare is working to help investors protect portfolios from risks and to expose them to opportunities in the shift to a low-carbon global economy.
Equity flare works with signatories to identify key environmental, social and governance issues in the market, and coordinates engagements, publications, webinars, podcasts and events to address them.
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Responsible investment considers how environmental, social, and governance (“ESG”) issues impact the firm, the companies in which Equity Flare-managed funds invest, the communities in which they operate, and the world at large. At Equity Flare, we have a long-term practice of using ESG factors in our investment management strategy and believe that careful attention to such factors makes good business sense. As applicable and appropriate, Equity Flare:
Investors today understand and are increasingly demanding, that their investments be sustainable – that managers consider the Environmental, Social and Governance risks inherent in every company. They want to invest in the same manner that they buy goods as consumers – without sacrificing investment performance. Many investors further aspire to make a positive impact with their investments, directly or even indirectly through experienced ESG investment managers.
Equity Flare has adopted the metric called Weighted Average Carbon Intensity (WACI) to report some funds’ carbon emissions. WACI measures the carbon intensity of businesses rather than total carbon emissions, enabling customers and clients to compare the weighted average carbon efficiency or intensity of a fund with that of its benchmark.
Our Operations Team is comprised of strategic leaders, our focused team of expert project leaders and associates, and an eco-system of partners with expertise in key supplemental functions (e.g. digital, market research, IT). Together, these resources work closely both with our investment teams in due diligence to assess growth and improvement opportunities and with our portfolio company executives to act on and capture value across a range of strategic and operational value creation levers. Their work ranges from revenue and growth opportunities such as pricing, product development, and e-commerce, to cost and capital reduction initiatives such as lean manufacturing, procurement, and IT spend management.
Our deep and dedicated team of strategic and functional experts as well as our embedded resources, provide real skill transfer to drive rapid operational improvements. We improve purchasing and supply-chains, manufacturing efficiencies, business analytics, pricing and margin enhancement, operating costs and inventory, and working capital optimization. These highly differentiated resources underscores our commitment to be added-value partners.
Our portfolio companies benefit from our wide network of strategic industry contacts, active lending institutions, consultants, recruiters, and management talent. These sources provide market and product expertise, multinational distribution capabilities, access to new customers, and valuable investment and commercial banking capabilities.
We generally invest in companies with strong and proven management teams. Additionally, we may recruit and augment management to support the growth of a company. We utilize our significant industry contacts. In addition, we take an active role in ensuring that the appropriate incentives are in place for the management team.
We believe that long-term value can be created through a variety of strategic initiatives, including brand building, new product development, strategic alliances, entry into new channels, and marketing, including specific digital capabilities. We partner with each management team to implement clear strategic and operating plans in order to foster future growth.
Building on our core values, we are weaving sustainability further into the fabric of our business. We believe a clear and compelling sustainability vision — one that unites our team across geographies, functions and roles — is a prerequisite to delivering our maximum positive impact.
While ESG programs often start as a response to outside forces — investors, shareholders, competitive dynamics — we take an inside-out approach. Our program flows seamlessly from our culture, animating our employees’ day-to-day work, and ultimately enabling us to act swiftly with a single Ares voice.
“ In the years ahead, the differentiated ESG program will be the one that embeds itself in the heart and mind of every employee, informing their daily work. Our aspiration is when someone asks ‘who is responsible for ESG?’ we will all raise our hands.”
By understanding and acting on our numerous levers of influence, we aim to capture the full potential of sustainability and deliver an impact equal to our global platform. Our aim, in turn, is to catalyze a similar level of ambition and urgency among our full range of stakeholders.
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Your advisor can help you choose an investment strategy based on your preferences and feelings about risk, which our investment team will proactively monitor so that it continues to meet your changing needs.
Equity Flare is dedicated to integrating environmental, social, and governance (“ESG”) practices at both the firm and investment levels of the organization. While investing intelligently to meet the financial objectives of our institutional investors, we also seek to be a responsible community citizen that promotes resource efficiency, enhanced sustainability, ethical values, equal opportunity, and high standards for transparency and integrity LEARN MORE ➔
The unprecedented COVID-19 pandemic called for extraordinary action, Equity Flare and reporting companies stepped up to meet the challenge. This global public health crisis has reshaped all aspects of daily life — and prompted remarkable acts of courage and generosity in support of our communities and those on the front lines. Equity Flare employees, our leaders, and dozens of companies addressed a variety of needs with total contributions amounting to more than $50 million.
Equity Flare investments combines information and insights, investment analytics and data solutions.
Global financing services When asset management firms need front-to-back prime brokerage and financing services, they can turn to us.
We don’t just offer our clients a wide range of sales, trading, execution and clearing services; we try to make such services simple, intuitive and flexible for our clients to use.
Equity Flare provide access to specialised research, trading, securities lending and innovative portfolio strategies with the goal of enhancing and preserving the value of your portfolio.
Environmental, Social and Governance (ESG) investing means different things to different people. As investors look to diversify their portfolios with responsible and sustainable investments, they require.
Group Functions is comprised of Services, Group Asset and Liability Management (Group ALM) and Non-core and Legacy Portfolio. Services includes the Group’s control functions such as finance.
