The European Investment Fund is one of the most important allocators to the continent's climate funds. More than half of the €6.3 billion it invested in sustainability and green transformation last year was deployed into private markets, according to its 2025 annual report. It was the second-most frequent allocator to impact funds in 2025 and Q1 2026, New Private Markets analysis shows.
In this episode, Matteo Squilloni, head of climate transition equity investments at EIF, discusses:
How the number of climate-related proposals EIF received fell in 2025, and what this says about the state of the market;
How EIF is balancing its private equity climate portfolio between re-ups and new managers;
How banking on certain narratives and policy support over industrial fundamentals has driven the clearest failures in EIF's climate portfolio;
Why AI-driven demand for energy and water is a genuine investment opportunity.
Squilloni was a recent speaker at the Impact Investor Global Summit in London, where he participated in a discussion on the global outlook for climate investing. Find more information on next year's event here.
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