infrastructure

Sustainability Cambridge - April 2022

Infrastructure investors hunt decarbonisation pathways

Investors discuss the importance of being able to decarbonise infrastructure assets over the long-term. It's leading to lacklustre appetite for investments that can't - like airports.

Sarah RundellApril 21, 2022

Performance variation impacts treatment of infrastructure: PGIM

Historical performance and cash flow characteristics differ enormously among infrastructure asset sectors, and even between assets of the same sector, says the vice president of PGIM IAS’ private assets research program. But scarcity of data makes infrastructure performance notoriously hard to study.

Ben HurleyMarch 16, 2022

Sustainability Digital – Sept 2021

Asset owners talk sustainability in infrastructure

Asset owners’ seeking to achieve net zero in their infrastructure allocations should embark on detailed strategic planning, set interim targets and ensure transparent insight and regular reporting. Strong leadership and clear governance frameworks are also essential - all the while fulfilling fiduciary responsibility to seek superior long-term returns.

Sarah RundellSeptember 16, 2021

Investor Profile

AP2 continues sustainability journey with stellar returns and costs

Swedish buffer fund, AP2, has incorporated Paris-aligned rules into its benchmark construction for global and emerging market equities. This year it turns its attention to Swedish and Chinese equities. The moves come on the back of the best-ever half year return for the SEK421.2 billion fund and its lowest ever costs.

Amanda WhiteSeptember 7, 2021

Featured Story

Changing priorities for infrastructure investors

Investors discuss how technological change and the new green economy is re-pricing assets in infrastructure, as well as the trend to substitute fixed income with infrastructure debt. But investors should not to lose sight of traditional infrastructure characteristics in their quest to tap new trends. Predictable cashflows and downside protection remain central.

Sarah RundellJune 1, 2021

FIS Digital – May 2021

Debt levels point to subpar growth in years ahead

The unprecedented level of government debt signals sub-par economic growth ahead, warned Farouki Majeed, chief investment officer, Ohio School Employees Retirement System speaking at FIS Digital alongside Rich Randall, head of global debt at IFM Investors.

Sarah RundellMay 28, 2021