Green Industry Act - White Paper: A new approach to sustainable investment

The Green Industry Act enables investors to play an active role in the development of local SMEs and the European economic fabric. By supporting growth companies, it helps to boost key sectors such as energy transition, sustainable technologies and industrial innovation.

The Green Industry Act also aims to redirect retail savings towards unlisted assets, which are often recognised for their ability to :

• Reduce the volatility of portfolios thanks to their lower exposure to fluctuations in public markets.
• Offer solid long-term returns, based on the performance and resilience of unquoted companies, which are engines of growth.
• Contribute to the strategic diversification of investments, by complementing traditional portfolios with investments that have a strong economic and social impact.

Download our white paper to explore how these investment opportunities can bring you tax benefits while supporting sustainable growth.

The Green Industry Act does more than just redefine the rules for savings: it aims to bring retail investors closer to the companies that are shaping the economy of tomorrow.

This is one of the major ambitions of the Green Industry Act. This legislation encourages life insurers, retirement savings providers and distributors to make unit-linked offerings of unlisted assets (private equity and private debt) more widespread.

From 24 October 2024, life insurance policies and RSPs will have to include non-listed assets in their managed portfolios. These new obligations mark a key stage in the democratisation of access to private equity and private debt for retail investors.

The advantages of unlisted assets, including solid long-term returns, controlled volatility and access to the huge market of European SMEs and SMIs, are well recognised. However, there are still obstacles to its development, such as a lack of familiarity with these assets and the associated reduced liquidity.

Our white paper analyses these challenges and proposes solutions to maximise the benefits of these opportunities.

Eurazeo, with its 25 years' experience of working with asset management professionals, has conducted a survey and gathered a large number of testimonials, which we would like to share through a publication dedicated to this topic. We would like to thank a number of leading figures in the sector for agreeing to share their convictions and express their concerns in a completely transparent manner:

- Alexis Dupont, Managing Director of France Invest, shares his views on the democratisation of unlisted assets.

- Anaïd Chahinian, Managing Director of Spirica, stresses the importance of educating investors about these new asset classes.

- Benoît Grisoni, Managing Director of BoursoBank, focuses on the key role of distribution networks.

- Mathieu Chauvin, Chairman of ERES, stresses the need to support investors in their decisions.

Alongside them, Christophe Bavière, Co-Chief Executive Officer of Eurazeo, deciphers the reasons behind the democratisation of access to unlisted assets, while Luc Maruenda, Partner, Head of Wealth Solutions, looks back at the history of Eurazeo, which since 1999 has built up a private equity and private debt offering for individual investors.

 

These analyses shed valuable light on the impact of the Green Industry Act and how it is redefining the private investment landscape.

Our exclusive white paper offers :

• An in-depth analysis of the new provisions of the Green Industry Act.
• The outlook for unlisted assets from industry leaders.
• Investment solutions tailored to your financial objectives, developed by Eurazeo Wealth Solutions.

These new provisions aim to offer simplified and structured access to private markets, enabling individual investors to diversify their savings while supporting projects with high economic and social added value.