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Where within an institutional portfolio does an allocation to infrastructure fit in?

Sunday, December 07, 2008
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.

A SQUARE :: 07Dec08 Where within an institutional portfolio does an allocation to infrastructure fit in?
Category Infrastructure
Faculty Francois Joly
Expertise Infrastructure
Author Sona Blessing
Faculty Name
Among alternative assets, the risk/return profile of infrastructure investments falls between core real estate, fixed income, and private equity investments, and is not directly correlated with any of them
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[09Oct12] [Commodity, Real Estate, Infrastructure] Real asset-based equities
Analyzing the performance of commodity-based equities, REITs and listed infrastructure-based equities

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

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

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

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

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[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

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[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.

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

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[25Jul08] [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?

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[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.

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[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.

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

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

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[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

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

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