Inside Impact Investing: Big Names and Big Numbers
In their latest video, Bridgespan partners Stephanie Kater and Michael Etzel discuss how private credit impact is moving mainstream. Nearly 400 funds are active, with institutional heavyweights like APG (€375M to Arcmont), Allianz, and AXA signaling conviction.
As traditional credit strategies surge in a high-rate environment, impact is following suit, bringing both yield and purpose. What sets top performers apart? Strong sponsor alignment, disciplined diligence, and embedded incentives. For LPs seeking scalable, defensible returns with impact upside, now is the moment to lean in.