[31Jan12] [Infrastructure] Listed and unlisted infrastructure funds
The fundraising climate and empirical returns

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

[15Apr11] [Water] A SQUARE 15 Apr 2011
Water-related investment risk

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

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

[04Aug10] [Energy] A SQUARE 04 Aug 2010
A financial product: Alternative energy and oil

[07Sep09] [Water] A SQUARE: The state of the water industry 2009
How has the water industry developed recently and what are the opportunities and risks for investors?

[30Jul09] [Renewable Energy] High yielding, stable, investment grade payment streams
The USD3bn comprise about 600MW of solar projects, most of which are located in Europe ...

[11Jun09] [Renewable Energy] A Renewable Energy Fund
Sector and theme, renewable energy, fund - systematic with a discretionary overlay

[14May09] [Energy] Energy futures trading fund
Expertise, know how, insights on how weather sensitivity affects energy supply and demand

[07May09] [Water] An opportunity to invest in water
Invests in global water opportunities, across the water value chain

[16Apr09] [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

[09Apr09] [Natural Resources] Investing in diamonds as an asset
The similarities shared by gold and diamonds, as an asset class ...

[19Mar09] [Alternative Energy] Renewable Technologies
Most renewable technologies, in particular solar energy, today, are unable to compete on a cost basis with traditional forms of power generation.

[16Jan09] [Water] Supplies are finite
In 1995 - 400 million lived in countries with water stress - by 2025, the number is expected to rise to 4 billion - over half the world’s population

[07Dec08] [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

[13Nov08] [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.

[14Oct08] [Infrastructure] Fund that invests in listed utilities, infrastructure, renewables
Strategy is based on fundamentals - Opportunistic and thematic concentrated exposure

[20Aug08] [Natural Resources] A Natural Resources Fund
Invests predominantly in Eastern Europe, Africa, Latin America

[22Apr08] [Infrastructure] Infrastructure Special
The key attraction of infrastructure as an asset class is its sustainable growth profile which is relatively immune to economic cycles.

[08Apr08] [Commodity /Natural Resources] Fund of funds - Invests with managers that have commodity and natural resource “specific” exposure only
Fund of funds seeks to identify and invest with the „best of breed“ manager in the respective commodity, natural resource sector

[20Feb08] [Renewable Natural Resources] : Investment opportunities in harnessing hydro, tidal and geothermal energy
Electricity can't be transported over long distances and storage is limited. Every region should assess their potential in renewables.

[24Jan08] [Renewable Natural Resources] FoF - underlying funds specialise in actively trading commodities, natural resources and their related markets
Market environment supports active trading strategies due to fast growth and changing nature of commodity markets, high levels of volatility and strong trends

[10Jan08] [Water] Investing in water as an asset class
We have neither an infrastructure nor a utility bias toward our water led allocation - rather we focus on “water as a core investment”

[21Nov07] [Alternative Energy] A portfolio of renewable energy producing assets
The dependence on land makes renewable energy an unconventional real estate play.

[24Oct07] [Energy/Commodities] Inefficiency specialist
Inefficiencies can take various forms but investors usually uncover them by thoroughly investigating...

[17Oct07] [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.

[12Sep07] [Water] The Water Fund
Expertise and in-depth know how in water-led investing that spans all the sub-sectors

[05Sep07] [Infrastructure] First State Global Listed Infrastructure Fund
A long only fund that will invest in listed infrastructure securities from around the globe:

[17Jul07] [Infrastructure] Partners Group Listed Infrastructure Fund
Actively managed fund that offers access to “listed core infrastructure” companies

[27Jun07] [Natural Resources] Front Street Resource Hedge Fund
Natural resources sector industry related experience, expertise and investment history

[13Jun07] [Renewable Natural Resources] ABN AMRO Wind Total Return Index (Equity) – Open End Certificate
The index is a total return index , designed to reflect the performance of the securities of companies involved in the production of energy from wind or distribution of wind generators or services to the wind industry as determined by S&P.

[30May07] [Infrastructure] Infrastructure Investing in Europe
Private investment in infrastructure has become increasingly accepted by Western democracies as they grapple with the demands of ageing infrastructure and increased fiscal constraints. At the same time, pension funds and other large institutional investor

[23May07] [Electricity, Water, Weather Related Investing] Expertise on electricity, water and weather related investing
Investments in these markets are still considered "exotic" for the great majority of investors. It is not, of course, that the underlying physical manifestation of any of these markets is exotic - in fact, they are all quite ordinary. It is that

[16May07] [Natural Resources] Ermitage Resources Fund
the fund invests principally in natural resource and other commodity related funds pursuing primarily relative value and/or arbitrage strategies. The active management approach adopted allows the fund to capture short-term investment opportunities

[03Apr07] [Renewable Natural Resources] Smart Materials Fund
Based on his experience at the SAM Smart Materials Fund, Rodrigo Amandi unveils what he believes is in store for investors interested in the space

[13Feb07] [Alternative Energy] Biofuel Commodity Basket
An opportunity to invest in commodities that are used in the production of bio fuels

[06Feb07] [Infrastructure] INFRAX INFRASTRUCTURE TRACKER CERTIFICATE
Access to the high potential infrastructure sector

[16Jan07] [Renewable Natural Resources] Pictet Water Fund