Publications

- March 2012: Vol. 5, Number 3

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The Money Talks, Part IV: Big and Small Investors Look at Asset Allocation and Portfolio Construction

by Drew Campbell

1   The I3 Editorial Advisory Board meeting is a forum for investors, consultants, investment managers and guests to communicate their expectations, challenges and concerns with respect to infrastructure investing. The process helps these groups communicate and work together to achieve their goals and objectives, providing a platform to share experience as well as help drive the editorial content for the I3 publication. The board meeting includes eight hours of discussions, quick tally votes on topics of interest and opportunities to build stronger relationships. This is the fourth part of a review of the board meeting discussions that took place Nov. 9–10, 2011, in Chicago. A truth about infrastructure investing, and perhaps institutional investing across all asset classes, is that in general larger investors — for the purpose of this article, those with assets under management of $10 billion or more — ha

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