Infrastructure investing solutions

Private infrastructure is more than just bridges and roads. It's a growing and maturing asset class that includes a broad range of assets from traditional power generators and utility providers to cutting-edge technology companies. The defensive nature of this asset class means investors have the potential to access more secure, asset-backed income. Many opportunities are also closely linked to positive social change.

The rise in remote working has pushed internet connectivity and logistics to the core of infrastructure portfolios. Data centres and warehouses have become essential assets, alongside utilities and transport. Renewable power, energy storage, energy transmission, utilities, transport and social infrastructure assets (such as schools and hospitals) are all investable as part of a diversified and sustainable portfolio.

Sustainability and infrastructure go hand in hand. Quality investments in this asset class typically consider environmental, social and governance (ESG) factors. Wind and solar farms, hydroelectric power generation and other sustainable energy sources will be essential to meeting the emission-reduction goals set by the Paris Climate Agreement. We believe high-quality assets should also be sustainable and resilient for the long-term. They should be able to withstand environmental pressures, such as extreme and unpredictable weather changes.

Allocating to these assets gives you access to a rapidly growing subsector of infrastructure while helping you meet your sustainability goals and comply with regulatory requirements.

ESG considerations are fully integrated into our manager research process, making it easy to see the extent to which asset managers take these factors into account. Our infrastructure specialists work closely with our impact investing and broader sustainable investing teams, sharing knowledge, offering insights and identifying appropriate opportunities.

Infrastructure is a unique asset class that requires specialist knowledge and a wide investment horizon. Assets could provide steady, reliable return potential across a wide variety of economic conditions, but structuring a portfolio to reap the benefits is not straightforward. We seek to develop a strategy that meets your investment goals based on the following considerations:

• You can select open-ended or closed-ended vehicles – or a mix of both through a ‘programme approach’ or fund-of-funds structure.
  
  
• As with other areas of private markets, it is advisable to diversify your portfolio across asset types, geographies, risk profiles and vintages that could help you capture the highest quality opportunities as they come to market.
  
  
• Structuring a capital deployment schedule is also important in infrastructure investing, ensuring you have money ready to invest when the managers call upon it. We can help you plan a strategy for investing appropriately and efficiently.