Infrastructure

Global Infrastructure Investment Opportunities and Integrated Solutions
blog-1

Introduction

Since 2004, our role as a leading global investor in the infrastructure asset class has allowed us to provide unique and diverse investment opportunities. This comprehensive overview will delve into our approach, highlighting the direct and indirect investment options we offer in both equity and debt infrastructure assets. Moreover, we will discuss our emphasis on operational infrastructure assets within OECD countries and how our integrated solutions cater to a broad spectrum of institutional clients.

Direct Investment Opportunities

Our commitment to the infrastructure asset class extends to offering investors the opportunity for direct investment in both equity and debt infrastructure assets. Direct investment provides investors with a tangible and direct stake in infrastructure projects, offering benefits such as portfolio diversification, stable returns, and a potential hedge against inflation

single-img-eleven

Equity Infrastructure Investments

  • Equity Infrastructure Investments: Equity investments involve acquiring ownership stakes in infrastructure projects. This can range from transportation and energy projects to social infrastructure such as schools and hospitals.
  • Investors in equity infrastructure projects become shareholders, allowing them to participate in the project's success through capital appreciation and dividends.


Debt Infrastructure Investments

  • Debt investments involve lending capital to fund infrastructure projects. In return, investors receive regular interest payments and the return of principal at the end of the investment period.
  • Debt investments are often considered lower risk compared to equity, providing a steady income stream for investors.


Indirect Investment Options: Fund-of-Fund Solutions:

  • Fund-of-fund solutions involve investing in a portfolio of funds that, in turn, invest in a diverse range of infrastructure projects. This approach spreads risk across multiple projects and sectors.
  • Investors benefit from professional fund managers' expertise in selecting and managing a diversified portfolio of infrastructure investments.


Individually Managed Accounts:

  • Individually managed accounts offer a personalized approach, allowing investors to tailor their infrastructure investment strategy to meet specific goals and risk tolerances.
  • This approach is particularly attractive to institutional clients seeking a more customized and direct involvement in the selection and management of infrastructure assets.
Emphasis on Operational Infrastructure Assets within OECD Countries
Our strategic focus on operational infrastructure assets within OECD countries reflects our commitment to stability, predictability, and long-term value creation.
  • Stability and Predictability: Operational assets, such as established toll roads, airports, and utilities, offer stable and predictable cash flows. This stability is attractive to investors seeking consistent returns over an extended period.
  • Long-Term Value Creation: By emphasizing operational assets, we align our investment strategy with long-term value creation. These assets often have a proven track record and contribute positively to economic development.

Integrated Solutions for Institutional Clients:

Our integrated solutions are tailored to meet the diverse needs of institutional clients, including pension funds, insurance companies, family offices, and foundations.
  • Pension Funds For pension funds seeking long-term, stable returns to meet future obligations, infrastructure investments provide an ideal match. The predictable cash flows from operational assets align with the needs of pension fund investors.
  • Insurance Companies Infrastructure assets can serve as a reliable source of income for insurance companies, allowing them to match their long-term liabilities with stable cash flows. The low correlation with traditional asset classes further enhances the risk-return profile for insurers.
  • Family Offices Family offices benefit from the diversification and wealth preservation aspects of infrastructure investments. The ability to customize portfolios based on the family's specific goals and risk tolerance aligns with the unique needs of family offices.
  • Foundations:Foundations, driven by a commitment to social impact, find value in investing in operational infrastructure assets. Investments in projects such as renewable energy and social infrastructure contribute positively to societal well-being

Expert Team

We have a team of dedicated infrastructure investment and research specialists with complimentary experience located in major markets across Europe, the US and APAC. Our combined expertise works to generate innovative ideas to help meet your investment goals.

Established platform

We are a leading global investor in the infrastructure asset class which has proven resilience through various economic cycles to provide effective duration for liability-driven investors, who seek stable, predictable long-term cash flows.

Targeted approach

We target infrastructure assets that provide essential services, possess strong cash flow and retain inflation protection attributes across key sectors including transport, utilities, energy, telecommunications, social infrastructure, renewables, eco-transport and energy storage.

ESG aspects

We pride ourselves on our commitment to sustainable investing. Our investment process can involve rigorous vetting of the ESG aspects of an asset, and throughout the investment's life, we continue to monitor its environmental and social impact

Equity

Innovative offering focused on global high-yielding traditional (core/core+) infrastructure investments in the small-to middle-market and operating assets with strong, stable cash flows.

Debt

Wide array of offerings focused on the global high-yielding and experienced team with the ability to source, structure and monitor positions, specializing in mid-market.

Multi-Manager

We offer institutional investors a one stop solution to access a global diversified infrastructure portfolio focusing on brownfield infrastructure assets generating long-term stable, cash flows.