Institutional Investing in Infrastructure

November 1, 2018: Vol. 11, Number 10

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From the Current Issue

Infrastructure

ESG benchmark hits critical mass: Investors are adopting standards at increasing rates

It is never easy to be the first. Pioneering a new idea or service is a risk and usually comes with more failure than success. But eventually, if the idea or service is in demand, and the effort is persistent, results follow. That is where GRESB, a real assets data provider for environmental, social and governance benchmarks, finds itself with the release of its latest annual global results for the 2018 GRESB Infrastructure Assessment.

Infrastructure

Global listed infrastructure: Key movers during September

Global listed infrastructure companies, on average, were up slightly — 0.10 percent in September — according to the Global Listed Infrastructure Organization benchmarks. Below is a summary of how the sectors performed.

Infrastructure

Investing in the new infrastructure: From railways to airports, thermal power plants to wind farms, the assets classed as infrastructure have always changed with technological trends

Imagine a future where pension funds are no longer run by fund managers, but by algorithms that seek out assets that match the funds’ investment criteria. When seeking new investments, owners of infrastructure assets covered in Internet of Things–enabled sensors could release performance data that would be quickly found by investors’ algorithms. Meanwhile those looking to build new assets could release related user-generated data, such as traffic flows, demonstrating demand for the new asset.

Infrastructure

Food for thought: The i3 Editorial Advisory Board meets to discuss infrastructure investing

This month in Chicago we will meet for two days with a select group of investors, consultants and managers/advisers for our annual Editorial Advisory Board meeting to discuss the most pressing topics to the investor community regarding their infrastructure allocations.

Infrastructure

Government works: A review of the efforts by governments to invite private investment into infrastructure

The current scale of global infrastructure investment demand is simply enormous and is only growing. Country leaders and governments are seeking infrastructure upgrades. However, nearly a fifth of the $94 trillion in global infrastructure investment needed by 2040 risks being unfunded if current spending trends continue, according to the G20-backed Global Infrastructure Hub 2017 report, Global Infrastructure Outlook.

Infrastructure

A review of North American midstream energy: with Jeff Jorgensen and Hinds Howard

What is the current state of the midstream energy market in North America? Howard: Midstream fundamentals right now are very positive. Production is at record levels for oil, NGLs, natural gas, and activity is not only happening in West Texas.

Infrastructure

Get up and go: Private markets are outpacing public markets in several key metrics

The following article is an excerpt from Partners Group’s white paper The rise of “Governance Correctness”: How public markets have lost entrepreneurial ground to private equity. Academics and other industry observers typically attribute the outperformance of private equity over public equity to a combination of capital structure, illiquidity and operational effectiveness. However, this analysis misses the most pertinent point of all, which is superior corporate governance.