Infrastructure strategy 2022: A pivot to the digital frontier

by EDHEC and Boston Consulting Group

The complete report, which was published in March 2022, is available at:

https://www.bcg.com/press/23march2022-bcg-edhecinfra-global-study-infrastructure-investment-strategies

Excerpt

In 2022, global assets under management for infrastructure investments will reach a record high of $950 billion.

And as the number of infrastructure investors increases, strategic questions grow in importance. How should investors select their exposures to different segments of the infrastructure universe? What risks and returns can they expect, and what strategic choices can they make to develop their portfolios? What has been the experience of different investment peer groups so far? For investors, has the direct investment model delivered as well as accessing infrastructure investments via fund managers has?

This report is the first in a