InvestEU

InvestEU

Investors for impact could access the financial and non-financial support under the InvestEU Programme, the main investment tool of Europe. With a dedicated budget for social investments and skills, InvestEU Fund holds many opportunities to improve access to finance for social economy actors and aims to mobilise more than €372 billion of public and private investment at the European level.


What is InvestEU?

InvestEU is one of the programmes of the EU budget (2021-2027) mobilising and channelling public-private capital to support strategic investments in various sectors across Europe, such as education, green energy, sustainable infrastructure, innovation and research.

The programme consists of three pillars:

  1. the InvestEU Fund – providing financial support and mobilising private resources,
  2. the InvestEU Advisory Hub – providing non-financial support and building capacity for investing in EU strategic priorities of both public and private stakeholders,
  3. the InvestEU Portal - providing an easily-accessible and user-friendly database of investment opportunities available within the EU.

InvestEU aims to implement the EU budget more efficiently, through a simplified and more coherent process than in the past, lowering the investment gap across various sectors. The programme gathers under the same roof all the investment rules and procedures at the EU level. This provides investors for impact with a clear chain of collaboration and co-investment with public institutions.

How can investors for impact access the InvestEU Fund?

EVPA The EU Budget for Investors for impact 2021 Page 3

Investors for impact could access the InvestEU Fund by engaging with the Implementing Partners that deploy an EU guarantee of €26.2 billion. This is provided by the European Commission and divided into four windows which define the policy areas that InvestEU supports:

  • Social Investment and Skills (€2.8 billion);
  • Small and Medium Businesses (€6.9 billion);
  • Sustainable Infrastructure (€9.8 billion);
  • Research, Innovation and Digitalization (€6.5 billion).

75% of the EU guarantee will be deployed through the EIB Group, the remaining 25% is open to other implementing partners, such as national promotional banks and institutions (NPBIs). This should ensure that also smaller projects will be eligible for funding and that the investments consider local and sectoral specificities.

What is the social investment and skills window and why does it matter?

The InvestEU scheme is one of the 3 pillars of the Just Transition Mechanism , which aims to mobilise private investment to contribute to a social, fair and just transition while reaching the EU goals for climate neutrality.

30% of the InvestEU operations contribute towards climate objectives, as well as 60% of the Sustainable Infrastructure Window operations contribute towards climate and environment targets.

InvestEU under the Just Transition Mechanism

The InvestEU scheme is one of the 3 pillars of the Just Transition Mechanism , which aims to mobilise private investment to contribute to a social, fair and just transition while reaching the EU goals for climate neutrality.

30% of the InvestEU operations contribute towards climate objectives, as well as 60% of the Sustainable Infrastructure Window operations contribute towards climate and environment targets.

Just transition

The InvestEU Advisory Hub

The InvestEU Advisory Hub ensures that funds are used most efficiently and that financial instruments are adapted to local and regional needs. The advisory support will be delivered along the four policy windows of the InvestEU Fund.

The advisory services will be available to public and private project promoters, as well as financial and other intermediaries that take care of the implementation of financing and investment operations. They will cover three lines of support:

  1. Project advisory: project identification, preparation, financial structuring, establishment of investment platforms and blending facilities.
  2. Capacity building: strengthening investment readiness and capacity of organisations, environmental and social sustainability impact assessments, procurement and compatibility with State Aid rules.
  3. Market development: preparatory activities in the form of studies, market assessment for policy development, communication and awareness raising.

75% of the EU advisory envelope will be allocated to the EIB. The remaining 25% will be divided among:

  • other International Financial Institutions (IFIs) and National Promotional Banks who need to apply through a call for proposals by the Commission, or who sign an advisory agreement with the EIB; and
  • external service providers who will be granted a service contract by the Commission through a call for tenders (e.g. consultancy companies, sectoral associations).

In 2021 EVPA has strengthened its relationship with the European investment Bank (EIB) thanks to a one-year partnership under the Advisory Platform for Social Outcomes Contracting (SOC ). This initiative is part of the activities performed by the EIB Advisory Hub. Read more about it here.

EVPA Publications about InvestEU

EVPA helps to facilitate the dialogue between the implementing partners and social finance providers to ensure financing tools that are fit to the social investment sector. EVPA created the following material to guide investor for impact through the principles, pillars and implementation chain of InvestEU:

Contact for more info

Bianca Polidoro , Senior Policy and EU Partnerships Manager, EVPA

Cătălina Papari , Policy and EU Partnerships Associate, EVPA

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