[08Oct12] [Commodity, Real Estate, Infrastructure] Real asset-based equities
Analyzing the performance of commodity-based equities, REITs and listed infrastructure-based equities

[30Jan12] [Infrastructure] Listed and unlisted infrastructure funds
The fundraising climate and empirical returns

[12May11] [Infrastructure] A SQUARE 13 May 2011
Direct vs. third-party investment in illiquid assets

[30Mar11] [Infrastructure] A SQUARE 31 Mar 2011
Infrastructure investing opportunities – Analysis by Altius Associates

[17Aug10] [Infrastructure] A SQUARE 18 Aug 2010
Unlisted infrastructure vehicles

[15Apr09] [Infrastructure /PPP] "...long duration infrastructure assets at prices well below fundamental value."
Capital is currently being allocated where returns are more certain, for example in regulated utility networks in developed markets

[06Dec08] [Infrastructure] Where within an institutional portfolio does an allocation to infrastructure fit in?
For most institutional investors, infrastructure investing remains in a state of flux as it shifts from being a niche sector to become a full-blown, independent asset class

[12Nov08] [Infrastructure] Infrastructure Special
We think a globally and sector diversified portfolio of green-field and brown-field assets can achieve a blended return that ranges from 9% to 13% p.a. over a period of 5 to 8 years.

[13Oct08] [Infrastructure] Fund that invests in listed utilities, infrastructure, renewables
Strategy is based on fundamentals - Opportunistic and thematic concentrated exposure

[24Jul08] [Clean energy, Water, Infrastructure, Natural resources] Theme Investing
How can you relate and integrate concepts from other disciplines (randomly occurring phenomenon) to create filters, that condition the outcomes of a model to run a fund?

[21Apr08] [Infrastructure] Infrastructure Special
The key attraction of infrastructure as an asset class is its sustainable growth profile which is relatively immune to economic cycles.

[16Oct07] [Infrastructure] Findings from an academic study that focused on investing in listed infrastucture entities
If you are looking to identify infrastructure investment opportunities: consider a country’s macro economic stability, its legal and political environment and its demographic profile.

[04Sep07] [Infrastructure] First State Global Listed Infrastructure Fund
A long only fund that will invest in listed infrastructure securities from around the globe:

[16Jul07] [Infrastructure] Partners Group Listed Infrastructure Fund
Actively managed fund that offers access to “listed core infrastructure” companies

[05Feb07] [Infrastructure] INFRAX INFRASTRUCTURE TRACKER CERTIFICATE
Access to the high potential infrastructure sector