Infrastructure

FIS Toronto 2024

Investors must (creatively) make room for sustainable assets in portfolios

The investment path to net zero may not always be clear. With no dedicated asset class and shifting risk profiles for energy transition-critical assets, the Fiduciary Investors Symposium heard that asset owners need to be flexible and ready to creatively make room in their portfolios when the right opportunities arise.

Darcy SongMay 30, 2024

Sustainability Oxford 2023

Board control critical to ESG stewardship in unlisted infrastructure

Ben HurleyNovember 22, 2023

Featured Story

India’s NIIF: A poster child for development finance

Sarah RundellAugust 29, 2023

Thames Water: A lesson in infrastructure valuations

Noel AmencAugust 17, 2023

Asset Allocation

How Railpen keeps illiquid asset allocation on track

Amanda WhiteJuly 13, 2023

Investor Profile

Real assets a haven in likely stagflationary environment

An overweight position in real assets and private equity, and an underweight to equities and bonds positioned the Ohio School Employees Retirement System for success in the last year but CIO Farouki Majeed is now even more convinced a stagflationary environment is likely and is positioning the fund accordingly.

Amanda WhiteAugust 16, 2022

Featured Story

CDPQ’s infrastructure portfolio forges ahead with bet on Middle East growth

CDPQ’s large and growing infrastructure portfolio deliberately hunts large, direct investments in new geographies where returns come from generating growth in the underlying companies. Top1000funds.com talks to Emmanuel Jaclot, executive vice-president, and head of infrastructure in an interview from CDPQ’s Montreal headquarters.

Sarah RundellJuly 19, 2022

Sustainability Cambridge - April 2022

Infrastructure investors hunt decarbonisation pathways

Investors discuss the importance of being able to decarbonise infrastructure assets over the long-term. It's leading to lacklustre appetite for investments that can't - like airports.

Sarah RundellApril 21, 2022

Infrastructure

Performance variation impacts treatment of infrastructure: PGIM

Historical performance and cash flow characteristics differ enormously among infrastructure asset sectors, and even between assets of the same sector, says the vice president of PGIM IAS’ private assets research program. But scarcity of data makes infrastructure performance notoriously hard to study.

Ben HurleyMarch 16, 2022