Insights

Has the direct `Canadian’ model delivered compared to investors who chose to access infrastructure via fund managers? What happened to investors heavily exposed to airports after Covid-19 and does it still pay to invest in conventional merchant power? As they ramp up their exposure to the infrastructure asset class, investors face important strategic choices and portfolio construction questions: How should

We consider whether or not natural gas should be included in the EU Green Taxonomy because of the latter’s distorting effect on the cost of capital of energy projects. We argue that excluding gas from the taxonomy would not increase the cost of capital of gas generation.

The infraMetrics fund strategy analyser allows benchmarking the gross and net performance of unlisted infrastructure funds using robust IRR and multiple quartiles that are not biased or skewed by the limitation of manager contributed data.

This post is the editorial of the June 2021 EDHECinfra Newsletter (Volume 5 issue 1)  Infrastructure investment is evolving from a niche alternative asset class into a fully-fledged investment sector and value chain. As this evolution takes place, the need for data and analytics is also growing rapidly for investors, managers, consultants and financial service providers. Access to the best

With the support of LTIIA, EDHECinfra recently published a new paper exploring the nature and drivers of the issue of Volatility of Unlisted Infrastructure Equity Investments. We spoke with Thierry Déau, Chairman of LTIIA and CEO of Meridiam, about the paper’s findings and its industry relevance. 1. What was the main reason to sponsor the research paper “The volatility of

In this paper, we examine the drivers of the volatility of unlisted infrastructure equity investments. Our analysis uses the EDHECinfra database of unlisted infrastructure equity investment data, which covers hundreds of firms over 20 years and a new approach to measure the market value of these investments over time.