Our approach as private debt investors

A  tailored approach allows us to closely match investors’ objectives – from infrastructure and real estate, to bespoke structured finance deals and bilateral or club deals for corporate debt.

We have a clear focus on risk management, with strong controls through the use of assets as collateral, financial covenants and, where appropriate, seniority within the capital structure. Our independent credit research team ensures robust governance and our investment process is disciplined and rigorous.

Potential benefits

Conviction in scale

Our scale gives us a commercially competitive advantage and access to a wide range of transactions. The ability to source bespoke deals across investment-grade and sub-investment-grade investments allows us to deliver against a range of client investment objectives.

Multi-asset mindset

We collaborate and think as one real assets business, allowing us to capture optimal relative value for our clients throughout market cycles. We believe the ability to leverage skills and insights across capabilities drives superior investment decisions.

Responsibility built-in

Our ESG framework and in-house team are fully embedded into the investment process, helping us manage risk and identify exciting opportunities, providing access to sustainable assets such as renewables and sustainable real estate loans.*

*ESG integration means the integration of ESG factors and consideration of sustainability risk as part of the investment decision making process. This process is applied beyond any specific binding constraints (in the objective or strategy of the fund as detailed in the prospectus or investment management agreement and in accordance with our Baseline Exclusions Policy). The investment manager retains discretion on decision making taking all risks into account, beyond any binding criteria.

Key risks of private debt

Investment risk

The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.

Real Estate Risk

Where funds are invested in real estate/infrastructure, investors may not be able to switch or cash in an investment when they want to because real estate/infrastructure may not always be readily saleable. If this is the case we may defer a request to switch or cash in shares or units. Investors should also bear in mind that the valuation of real estate is generally a matter of valuers’ opinion rather than fact.

Need more information?

For further information, please contact our investment sales team.

Private debt team

Real Assets Study 2024

Demand remains strong, but the investment drivers are changing. At a time of macroeconomic uncertainty, real assets continue to play a significant role in the investment strategies of global institutions. The sixth edition of the Aviva Investors Real Assets Study is our biggest yet and seeks to answer some key questions. 

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