Our approach to infrastructure investing
Our dedicated and experienced origination team source high-quality infrastructure projects spanning debt and equity, with a focus on stable, long-term income generation. Environmental, social and governance (ESG) considerations are integrated into our origination process and ongoing management of projects. Where relevant, ESG factors are binding objectives of certain strategies and client mandates.
Scale and reach
We are direct investors in infrastructure, utilising our extensive network to source opportunities. As one of the largest non-bank lenders in Europe , our reputation as a trusted counterparty in European infrastructure provides access to a wide range of opportunities. We utilise our in-house expertise together with specialist platforms to create long-term pipeline and scale.
Diversification and inflation hedging
We combine proprietary research with sector and industry expertise to originate and structure transactions. We focus on delivering appropriate risk-adjusted returns from infrastructure where favourable supply and demand dynamics support the role of private investment. Rigorous relative value analysis is an essential part of our portfolio construction process.
Supporting the climate transition
As a leader in sustainable real assets, infrastructure has a critical role to play in achieving our 2040 net-zero ambition, particularly through the avoidance of carbon emissions in green infrastructure. Our investment capabilities include solutions that support the climate transition. We actively measure and manage carbon emissions that are avoided, reduced or removed, as an integral part of our investment process.
Key risks of infrastructure investing
Where funds or mandates are invested in real assets such as infrastructure, investments may not be able to be sold, realised or liquidated when you want because the infrastructure assets may not always be readily saleable. If this is the case, we may defer your request or instruction regarding your investment. Investors should also bear in mind that the valuation of real assets such as infrastructure is generally a matter of valuers’ opinion rather than fact.
Strategies in focus
Senior debt invested in long-term, stable infrastructure assets across a wide range of sectors. Ideal for investors looking for stable cashflows with an attractive risk/return profile, and to capture the illiquidity premium.
Sustainable real assets in the spotlight
Just when we thought things were returning to normal after the social, economic and market upheaval caused by the pandemic, the events of 2022 presented new challenges for investors. It was in that context in late 2022 that we took the pulse of key investment decision makers at 500 institutional investors representing a combined $3.5 trillion of assets on their appetite for real assets, including those with a sustainable focus. Read the results in our Real Assets Study 2023.
Need more information?
For further information, please contact our investment sales team.
Explore our real assets range
Outcome-oriented solutions in real estate, across equity debt and long income, through strategies that span the risk spectrum, from lower-risk options generating long-term income to more opportunistic investments.
We finance bespoke structured finance and senior private corporate debt transactions, seeking to meet a range of client outcomes.