Insights

From energy transition to digital infrastructure: how private infrastructure is reshaping the playing field of risk, appreciation and opportunities for institutional investors. Infrastructure is developing faster than ever. The boundaries between traditional and new infrastructure assets are shifting due to the energy transition, digital connectivity and changing regulation. What once seemed like a relatively stable, contract-driven asset class today requires

A credible valuation regime, grounded in procedural clarity and technological capability, is indispensable to investor fairness, systemic resilience, and the legitimacy of private markets. A new paper from EDHEC Infra & Private Assets highlights why expanding private markets require more timely, transparent, and disciplined valuation. Since the global financial crisis, institutional investors have undertaken a structural reallocation toward private markets,

A credible valuation regime, grounded in procedural clarity and technological capability, is indispensable to investor fairness, systemic resilience, and the legitimacy of private markets.

We focus on the growth of private equity evergreen products, their increasing role in the market, and identify some concerns related to valuation disclosures, fee levels, performance and risk data, governance, and discuss liquidity risk in the structure.

This supplement highlights shortcomings in the valuation of infrastructure assets and suggests improvements, presents an innovative model based on real transaction data for private company valuation, explores underlying risk factors in private equity, and assesses the impact of fund scale on performance.

In this supplement, we identify governance gaps in infrastructure asset pricing and propose reforms, introduce a dynamic, transaction-based valuation model, examine systematic risks in private equity, and analyse how fund size influences performance.