The importance of the right benchmark

A new paper by EDHECInfra argues that selecting th
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Why UniSuper CIO thinks the data centre party is over

Why UniSuper CIO thinks the data centre party is over

The demand for AI driving data centre construction might be “insatiable”, but the chief investment officer of the $115 billion UniSuper thinks that investors could be taking on technology debt and misreading the regulatory tea leaves as they rush to buy digital infrastructure.

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POBA performance reflected in funding level

The $15 billion fund for Korean public officials, POBA, has reached new heights including a diversified, resilient portfolio, full funding and a stellar return due to a global alternatives program. Amanda White spoke to CIO Dong Hun Jang.

ADIA infrastructure focuses on renewables, digital

ADIA is increasing its focus on renewables and digital infrastructure as its infrastructure investments mature and a more sector-led strategy is introduced into the planning process according to Karim Mourad, global head of infrastructure at ADIA.

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This session examined how the digitalization of economies and the shift to renewable energy offer potential long-term growth opportunities in infrastructure; and how it can play a role in long-term investor portfolios.

Infra models under the spotlight

A nuanced environment for modelling cash flows and discount rates in infrastructure comes at a time when pension funds globally are looking to invest more heavily in the asset class. So what should investors be looking out for?

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Two of the world’s largest pension funds, the $626 billion Dutch APG and the $660 billion National Pension Service of South Korea (NPS), have joined forces in a partnership to invest in private assets including infrastructure and private real estate.

Investing in infra: living dangerously?

COVID-19 lockdowns have highlighted the risks in infrastructure, that have been there all along. The realisation that infrastructure assets represent significant risk exposures, that should be understood and managed, will determine the coming of age of the infrastructure asset class.

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