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Insights

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

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Part 2: Infra performance benchmarks wanting

A version of this blog was first published on top1000funds.com The EDHECinfra/G20 survey of infrastructure benchmarking practices included representatives of 130 asset owners accounting for $10 trillion AUM. It revealed that that existing performance monitoring benchmarks are self-defeating for asset owners and managers. But we have made great progress on tacking this problem at EDHECInfra. We have been creating more representative,

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Part 1: infra risks misunderstood

The 2019 EDHECinfra/G20 survey of infrastructure investors is a detailed study of benchmarking practices amongst asset owners and managers and brought to light a significant issue with regard to the investment process in infrastructure: investors do know how much risk they are taking and they are not happy about it.

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An uncomfortable truth: infrastructure investors do not know their risks

We carried out the largest survey of infrastructure investors ever made. Here’s what we found: The largest survey of infrastructure investors ever undertaken shows that most investors cannot benchmark the risks they find themselves exposed to when investing in unlisted infrastructure. EDHECinfra releases a new survey sponsored by the Global Infrastructure Hub (GIH, a G20 Initiative). More than 300 respondents

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New research shows that infrastructure credit spreads are fair

A new paper drawn from the Natixis/EDHECinfra research chair sheds new light on the drivers of returns in private infrastructure debt. Infrastructure credit spreads remain twice as high today as in 2008, but this new research shows that only 30bps of this increase cannot be explained by changes in systematic risk factor prices.

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No financial pain or gain for ESG management and reporting

New EDHECinfra research finds there is no financial penalty or gain (based on Return on Assets) for infrastructure firms to implement ESG management and reporting.A new paper drawn from the EDHECinfra/LTIIA Research Chair shows that Environmental, Social and Governance (ESG) scores are not negatively or positively correlated with the financial performance of unlisted infrastructure firms.

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Infrastructure prices don’t show a bubble

This blog was initially published in top1000funds.com. No asset is an island… Infrastructure equity prices do not exist in a vacuum. Analysing hundreds of transactions over the last 15 years, we found that they are driven by systematic risk factors, which can be found across asset classes. In other words, markets did process information rationally and average prices did reflect