Infra Strategies 2022: Which strategies have paid off and where to go next?

As they ramp up their exposure to the infrastructure asset class, investors face important strategic choices and portfolio construction questions: Has the direct ‘Canadian’ model delivered compared to investors who chose to access infrastructure via fund managers? What happened to investors heavily exposed to airports after Covid-19 and does it still pay to invest in conventional merchant power? How should they select their exposures to different segments of the infrastructure universe? What risks and performance can they expect and what strategic choices do they need to make to improve their portfolios? In this webcast, we will present the performance of 16 peer groups of infrastructure investors, from Global Asset Managers and Asset Owners to US Pension Funds or Superannuation funds. Looking at the allocations of 359 investors, we will provide the details of each peer group’s exposure to different types of infrastructure assets and the return contributions of each segment to these peer groups. Tune in to find answers to the above questions and see how different peer groups rank against each other.