Institutional Investing in Infrastructure

March 1, 2019: Vol. 12, Number 3

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From the Current Issue


i3 investor survey: Insights into the “defensive” view of infrastructure

Each year at IREI’s VIP Infrastructure conference and i3 Editorial Advisory Board meeting, we survey attendees with “quick tally” questions to gauge sentiment on pressing topics. This time, after our events, we decided to extend the quick tally surveys to a wider audience to check on the perspectives of investors such as pension plans, insurance companies and sovereign wealth funds and gauge perspectives throughout the year.


Real assets’ role in public pension portfolios: How infrastructure and real estate can enhance returns and reduce volatility

Many institutional portfolios have made the structural shift toward higher allocations to real assets. In this paper, we address how public pension plans specifically can build or enhance their real asset portfolios. We define the asset class and, using model portfolio analytics, consider the right size and the role of real assets for various investment objectives.


Global listed infrastructure: Key movers during January

Global listed infrastructure companies, on average, were up 8.6 percent in January, according to the Global Listed Infrastructure Organization coverage of the market. In comparison, global equities increased 8 percent in January. During the past 12 months, global infrastructure has added 6.6 percent compared to a decline of 6.7 percent by global equities.


Increasingly mobile: Telecom infrastructure is essential to a connected future

The evolution of independent telecom infrastructure companies has facilitated the sharing of tower assets among multiple tenants. The logic — more value can be created from the efficient use of these assets. This also means that the independent tower companies have the flexibility to deploy capital expenditure to further improve efficiency, plus push operational excellence and standardization programs. In addition, they have increased asset rollouts, or supply, which will be increasingly vital to meet increased data consumption.


Data surge: Asia Pacific to power the largest expansion of data centers globally

Data center investments will continue to grow in Asia Pacific, with investor interest rising in the emerging markets of China, India and Indonesia, according to JLL. With a growing demand for data storage, many companies are looking to rent a share of facilities, rather than own a center. This demand means that Asia Pacific revenue for shared or colocation data centers is expected to overtake the United States, rising to 40 percent of global share by 2020.


Duration dilemma: Aligning interests for the long term

Institutional investors have gone off the deep end for infrastructure investment during the past 25 years. Allocations and money have poured in steadily during that time. But it is hard to say the love has been returned in exactly the same measure by the general partner community.

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