Insights

The sensitivity of the value of unlisted infrastructure equity investments to changes in the discount rate is about 10% on average. This article was originally published in the Financial Times in April 2021. A Partial Inflation Hedge A return of inflation could unveil a significant risk exposure for investors in infrastructure. This asset class is often presented as an inflation

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

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