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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 “Infra unknowns – key questions that need to be answered”

Infra unknowns – key questions that need to be answered

As someone who straddles both the academic and finance worlds I’m always interested in research that can help better inform asset managers. My main interest is in infrastructure finance, having been involved in the field in some way or another over the last 15 years. So, I’m always interested in reading new research on infrastructure finance, hoping it might provide

Featured image for “Measuring ESG to understand value in infrastructure investments”

Measuring ESG to understand value in infrastructure investments

There is growing recognition in the industry and academic field alike that an effective analysis of ESG is fundamental to understanding the value of an infrastructure company. But in order to understand why ESG matters for infrastructure, we first need to understand why infrastructure has value. The ambition of the research on ESG at EDHECinfra is to map a well-defined

Featured image for “Superannuation Fund and unlisted assets, why the fuss?”

Superannuation Fund and unlisted assets, why the fuss?

There has been a lot of commentary in the Australian financial press about superannuation funds exposure to unlisted assets and how this is putting retirement incomes at risk. Grant Wilson in the AFR ($) wrote that: “The failure by super funds to write down unlisted assets appropriately has created a dangerous instability(sic) that could cost ordinary Australians their life savings

Featured image for “Do unlisted infrastructure investors live dangerously?”

Do unlisted infrastructure investors live dangerously?

Infrastructure businesses are usually impacted by the tail end of recessions as demand for essential services flags or public counterparty risks increase. But from the onset of the Covid-19 crisis, it was clear that infrastructure was going to be impacted before every other business. The initial phase of this crisis was not an economic shock but a state of emergency

Featured image for “Q1 2020 Index Release: Covid-19 lockdown highlights the importance of understanding risk in unlisted infrastructure investments”

Q1 2020 Index Release: Covid-19 lockdown highlights the importance of understanding risk in unlisted infrastructure investments

Q1 2020 Release of the EDHECinfra Indices Infrastructure businesses are usually impacted by the tail end of recessions: demand for essential services flags, public counterparty risks increase and even long-term financing may become hard to come by. This crisis is different. Like a well-prepared military assault, it began by taking out all key transport infrastructure. The impact of the oncoming

Featured image for “Report: Q1 2020 estimates of Covid-19 impact in infrastructure companies future revenues”

Report: Q1 2020 estimates of Covid-19 impact in infrastructure companies future revenues

By Jack Lee – Deputy Head of Data In response to the coronavirus Covid-19, many governments have put their nations into “lockdown” measures and/or strict movement controls. These inevitably have a knock-on effect on various infrastructure business models and their relevant investments. The business models most impacted include merchant and regulated arrangements, as per the TICCS® Business-Risk Classification, where revenues