Client story: SWEN Capital Partners

The context:

Created in 2015 through the merger of OFI PEM and Crédit Mutuel Arkéa, SWEN Capital Partners (SWEN CP) has grown to become a key player in private markets, providing its clients with innovative and sustainable investment services. Headquartered in Paris, SWEN CP is a global firm underpinned by a strong commitment to ESG, helping its clients to make responsible investments. It currently manages assets across the private equity, infrastructure, private debt, and venture capital sectors.

“Nowadays, we manage €8 billion for more than 100 clients, throughout 50 funds,” explained Maxime Dumas, SWEN CP’s Reporting and Data Governance Manager. SWEN CP offers a diverse range of investment services for private and institutional clients. Driven by a mission to help build a sustainable economy, SWEN CP has employed a rigorous climate strategy since 2017.

The challenge:

Collating, verifying, and comparing relevant market data is a daily challenge for SWEN CP. As Maxime says, “Even if this data exists in our systems, it’s always difficult to get it in a timely manner. Gaining access to the data and ensuring its quality is the main challenge for us.”

For SWEN CP’s investment teams, the timeliness and accuracy of the data are critical when it comes to sourcing the right opportunities and conducting efficient due diligence on them. Not only can the data be hard to find, but it can also be difficult to interpret effectively.

As Romain Pesme, SWEN CP’s Senior Associate, tells us, “When we invest during the raising of the fund, we look at the team to see if it’s stable and experienced. When looking at their track record, we use Preqin Pro to be sure that the information they give us is consistent with the documents they provide.”

The result:

For the past eight years, SWEN CP has used Preqin to stay up to date with key developments in alternatives and to access reliable performance data. From granular fund manager information to broad market overviews, SWEN CP is equipped with the resources it needs to help its clients make informed investments.

“Collecting and processing data takes a lot of time – time which could be spent on other important tasks. So having access to Preqin Pro is really helpful in streamlining the workflows of our team,” Maxime explained.

Why SWEN Capital Partners chose Preqin

• SWEN CP chose Preqin in 2016 for the timeliness and accuracy of our alternative assets coverage. The firm's trust in Preqin's data has only grown through time, and our data has become an integral part of its workflows. As Romain says, "Preqin is the main provider we use to make our market update each quarter."

• SWEN CP subscribes to Preqin's institutional research, Insights+, with Maxime commenting, "We base our market review on your quarterly updates - we value the volume and variety of the information we find there."

• SWEN CP praised the high quality of customer service provided by Preqin, with Maxime saying, "I was always given a quick, satisfying answer to any query. The customer service is efficient, especially the speed of the response and always finding a solution."

About SWEN Capital Partners

SWEN Capital Partners is a key player in the field of responsible investment in unlisted assets in Europe. With more than €8 billion under management, SWEN CP offer a wide range of investment programs for institutional and private clients. The management company integrates ESG criteria into all its asset management activities and has been implementing a corporate climate policy since 2017.

In 2019, it strengthened its initiatives for fairer and more sustainable growth by launching a direct equity impact strategy in infrastructure. In 2021, SWEN CP initiated its dynamic SWEN Blue Ocean strategy, which aims to bolster ocean regeneration through the funding of start-ups with proven technology and market traction. SWEN Capital Partners is owned by Ofi Invest (whose main shareholders are entities of the Aéma group: Macif, Abeille Assurances holding, Aésio Mutuelle) and Crédit Mutuel Arkéa, as well as a part of its team.