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Insights

Opinion pieces from the team, and uses cases covering private markets, infrastructure investment, climate change, social risk, and more.

Featured image for “Towards a Scientific Approach to ESG for Infrastructure Investors. A Publication of the EDHEC Infrastructure Institute”

Towards a Scientific Approach to ESG for Infrastructure Investors. A Publication of the EDHEC Infrastructure Institute

New research finds that ESG reporting schemes for infrastructure investors are not focused on measuring risks despite upcoming SFDR requirements to do so. A new publication of the EDHEC/Natixis Research Chair on ESG and infrastructure investment, “Towards a Scientific Approach to ESG for Infrastructure” reviews and maps major existing ESG schemes used by investors and finds that they are primarily

Featured image for “Strategic Asset Allocation with Unlisted Infrastructure. EDHECinfra Use Case Series”

Strategic Asset Allocation with Unlisted Infrastructure. EDHECinfra Use Case Series

New Data Highlights the Role of Infrastructure in Multi-Asset Portfolios Latest benchmark data shows that unlisted infrastructure equity and debt could play a significant role in institutional portfolios with as much as 10% of the global portfolio. A new EDHECinfra paper entitled “Strategic Asset Allocation with Unlisted Infrastructure – Better Data for Sensible Results” shows the importance of benchmark selection

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Q4 2020 Index Release – Infrastructure and Covid: Was 2020 a bad year or the worst year?

A first look at the performance of unlisted equity and private debt after a year of Covid-19. 2020 was a reminder that economic shocks can impact the bottom line of many infrastructure companies, which may also lead to solvency issues in some sectors. It was also a test of the resilience of the asset class. Above all, it was a

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Report: Q4 2020 Covid-19 Revenue Forecast Updates

The Q4 2020 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q3 2020 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 650 companies that are currently living in the EDHECinfra universe, based on the

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Strategic Asset Allocation and Unlisted infrastructure: first results

Abhishek Gupta, Senior Research Engineer and Product Specialist at EDHECinfra, answers 4 frequent questions following our latest webinar on Strategic Asset Allocation. In the October 27th webinar, you emphasised the importance of taking unlisted infrastructure into account in an investors’ strategic asset allocation (SAA). What was the primary motivation behind this choice of topic? AG: Investors have a number of

Featured image for “A G20 Reference: EDHECinfra helps to fill the data gap”

A G20 Reference: EDHECinfra helps to fill the data gap

EDHECinfra help fill the data gap and is now included in the GIH Infra Monitor 2020. Several years ago, the G20 identified the lack of adequate data on the financial performance of infrastructure investments, the majority of which is unlisted, as an important hurdle for the development of a full-fledged infrastructure asset class. The adequate understanding and benchmarking of infrastructure