Insights

Recently APRA, Australia’s pension regulator called for comment on the update of “SPG 530 Investment Governance” – a Prudential Practice Guide. This, combined with the update to SPS 530 – the Investment Governance prudential standard is interesting for infrastructure investors. Key questions are what is happening, why, and what this means for infrastructure investments? Firstly, what is happening? APRA is

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.

The BCG-EDHECinfra study of the risks facing infrastructure investors and the returns that their investments generated found that asset owners did better than asset managers in 2022. The study also found that success in the current environment requires fresh approaches to investing and value creation.

Why suffer at the hands of the denominator effect when the true market value of private assets is available? When one asset class in a portfolio underperforms (or outperforms) markedly, the resulting change in the total portfolio value (the denominator) can make allocations to other asset classes significantly overweight (or underweight). Indeed, strong reported performance in 2021 pushed several asset

This year has been a very interesting one for infrastructure investors, especially energy infrastructure investors. The war in Ukraine led to massive dislocation in energy markets, this combined with outages in France nuclear power plants and Norwegian hydro has resulted in the price for electricity increasing significantly. In response, consumers have reduced their demand for electricity, governments in Europe have