Insights

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

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

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

Back in positive territory thanks to a strong cash yield. Roads are back in the black but airports struggle on. Contracted infrastructure continues to be a safe bet The unlisted infrastructure asset class is back to positive returns at the aggregate level, but only thanks to the strong cash yield of infrastructure companies. The infra300 index which tracks a representative global sample

The Q3 2020 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. by Jack Lee and the team 1.     Overview: Q3 Update – EDHECinfra updates to cash flow projections due to the impact of the Covid-19 pandemic on infrastructure investments At the beginning of the third quarter of 2020, some countries

18 September 2020 – The high level of tolls on privatised highways is a sensitive matter in French politics. The last renegotiation in 2015 involved now-President Macron when he was Minister of the Finance. A new EDHECinfra research paper on the adequate level of tolls on French roads is prominently featured in a report released today by the Senate Investigative