Insights

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

Featured image for “Archaïsme et injustice de la gestion des péages autoroutiers en France [in French]”

Archaïsme et injustice de la gestion des péages autoroutiers en France [in French]

Sep. 18, 2020
18 Septembre 2020- Une nouvelle publication de recherche de l’EDHEC Infrastructure Institute dont les conclusions sont reprises dans leur intégralité par le rapport de Commission d’enquête du Sénat sur « le contrôle, la régulation et l’évolution des concessions autoroutières » publié le ce jour, met en lumière l’archaïsme de la réglementation des péages dans les concessions d’autoroutes en France, et appelle à
Featured image for “Infra unknowns – key questions that need to be answered”

Infra unknowns – key questions that need to be answered

May. 30, 2020
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

May. 30, 2020
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?

Apr. 30, 2020
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?

Apr. 25, 2020
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 “Know your TICCS®, understand your risks”

Know your TICCS®, understand your risks

Mar. 04, 2020
Infrastructure index provider EDHECinfra releases 2020 version of its industry-backed infrastructure investment taxonomy, which enables investors to build customised benchmarks reflecting the true risk exposures of their infrastructure portfolios. Since its launch in 2018, The Infrastructure Companies Classification Standard or TICCS® has become an industry standard and is widely used by infrastructure investors to categorise their assets and better understand