Long term investing and infrastructure

There has been some ambiguity about what being a long-term investor means. For Australia’s Future Fund it means focusing on a few key aspects of our investments: understanding value, the ability to make and implement portfolio decisions and manager alignment.

In this speech at the ASFA Global Investment Forum on infrastructure and long-term investment, Raphael Arndt, head of infrastructure and timberland at the Future Fund discusses how the fund designed a new way of engaging with the infrastructure manager community including a new way of looking at performance fees.

To read the speech click here

Long term investing

Sponsored Content
Asset Owner:Future Fund

Leave a Comment

Sort content by

Debunking distressed debt

The sharp market falls triggered by the pandemic brought the longest recovery ever in modern finance to an abrupt end. But despite the turmoil unleashed by COVID, it has not wrung out the market excesses of the last 13-year cycle. It means another wave of corporate failures could appear on the horizon in a shorter timeframe than expected, and offer more opportunities for distressed debt investors, according to Victor Khosla founder of SVP Global.

FIS event tackles debt, inflation, China

Investors all over the world are pondering the inflationary environment. Is inflation coming? Will it stick? What does it mean for investments? Is stagflation possible and how should portfolios be hedged? The Fiduciary Investors Symposium will take a deep dive into the inflationary expectations of investors and look to history as a guide on asset class performance during different inflationary regimes.

2021 CIO Sentiment Survey

mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

FIS Digital 2021 Live Stream

[vc_raw_html]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[/vc_raw_html][vc_raw_js]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[/vc_raw_js]mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Sustainability Digital 2021 Live Stream

[vc_raw_html]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[/vc_raw_html][vc_raw_js]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[/vc_raw_js] mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Sustainability Digital 2020 Live Stream

[vc_raw_html]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[/vc_raw_html][vc_raw_js]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[/vc_raw_js]mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Previous