Institutional Investing in Infrastructure

May 1, 2023: Vol. 16, Number 5

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From the Current Issue

Infrastructure

When size is not an advantage: High tech, high touch revisited

It has become a truism of the age of networks that the larger the network, the more powerful it is. First, of course, you need to define what a network is. A network, technically, is a series of nodes connected to one another in a variety of one-to-one, one-to-many, many-to-one or many-to-many relationships.

Infrastructure

Physical climate and transition risk coverage in infrastructure: Where do we stand?

It is no doubt true that infrastructure investments are exceedingly exposed to extreme weather events, such as flooding and storms. They are vulnerable, not only to potential damage to the infrastructure assets themselves, but also to operational disruptions from a wide range of networked systems to which the asset is interlinked. Similarly

Infrastructure

Infrastructure 101: A guide to white papers and reports focused on infrastructure investing

Investors are considering listed infrastructure as a core holding within their portfolios. In this guide, we review institutional flows to the asset class and the implications for retail ownership. We consider the portfolio benefits of listed infrastructure, the potential to enhance risk-adjusted returns and potential allocations depending on investor risk tolerance. We

Infrastructure

A renewable hydrogen market is coming, or is it here already? Many countries see renewable clean hydrogen as the best option for decarbonization

Nearly all the hydrogen being produced is from fossil fuels. If we make that hydrogen, which is producing blue and green hydrogen clean, we can eliminate the 1.6 percent of global emissions that it is responsible for.

Infrastructure

Bouncing back: Owners step up climate resiliency strategies

Tune in to the news these days, and there is no shortage of headlines on extreme weather events, ranging from earthquakes and hurricanes to wildfires and droughts, which are having devastating effects on both people and property.

Infrastructure

An electricity grid long enough to reach the sun is key to the climate fight

Imagine it’s 2050 and the world has managed to reach net-zero emissions. If you deconstruct the electricity grid and lay it out in a single line, those cables will stretch all the way to the sun. A 94 million-mile supersized grid is what’s needed to power a greener future and avert climate disaster, according to BloombergNEF.

Infrastructure

What investors should know about ESG ratings

Institutional investors increasingly consider third-party environmental, social, and governance (ESG) ratings as part of their credit and risk assessment process for potential investments. Too often, these ESG ratings are misunderstood, oversimplified or misapplied as part of a check-the-box compliance exercise divorced from their real utility in assessing one or both of these key questions.