This paper presents an assessment of transition and physical risks in the privately invested infrastructure sector. Leveraging the NGFS scenarios, we quantified the costs associated with delayed or uncoordinated transition and evaluated the potential portfolio value loss resulting from physical risks in the absence of climate action.

This special issue first examines the use of data to produce a benchmark or comparable (‘comp’) of the climate risks of infrastructure companies, discussing EDHECinfra & Private Assets’ data that is both granular and robust.

We show that the physical risks created by climate change are not limited to a distant future for investors in infrastructure, some of whom could well lose more than 50% of the value of their portfolio to physical climate risk before 2050 in the event of runaway climate change.

This infrastructure investment special issue first looks at the use of data to produce a benchmark or comparable (‘comp’) of the climate risks of infrastructure companies.

In the first EDHEC Climate and Finance special issue of the supplement, we contribute an article analysing the outperformance of low-carbon energy infrastructure investments over the past decade.

In the first EDHEC Climate + Finance special issue of the supplement, we contribute an article analysing the outperformance of low-carbon energy infrastructure investments over the past decade.