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 risk controls through the use of assets as collateral and senior-debt exclusivity on private corporate debt. Our independent credit research team ensures robust governance and our investment process is disciplined and rigorous.
Strategies in focus
Bespoke deals including CLOs, aviation, trade finance, swap repacks and other structured assets with strong risk controls . These can help investors structure cash flows for needs such as matching-adjustment eligibility.
Private corporate debt
Exclusively senior private placements and bilateral loans, with strong covenants across a variety of profiles and maturities help improve overall risk-adjusted returns.
Real estate debt
Senior secured debt of varying maturities, fixed or floating rate, on commercial property such as offices, retail, or logistics. Clients benefit from regular cash flows and the added security of high-quality collateral.
Need more information?
For further information, please contact our investment sales team.
Real assets in focus
The case for private debt
8 Oct 2020
Private debt proved its worth to institutional investors during a sustained period of benign market conditions. But what does the outlook look like in an altogether more challenging environment?
Fibre broadband: The need for speed
9 Sep 2020
Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.
Defined Benefit pensions de-risking: A covenant and investment view
23 Jun 2020
In the midst of the COVID-19 shock, Felix Mantz from Lincoln Pensions and Joachim Sudre from Aviva Investors explore how defined benefit pension schemes should plan their journey towards an end game and adopt a more holistic approach to risk.
'Mastering the real estate cycle'
17 Apr 2020
The cyclicality of real estate creates opportunities for well-informed investors. However, determining where a market is in the cycle can be difficult, so we have developed a tool that can help investors overcome this challenge.
Think like an insurer, invest like a pension scheme
10 Feb 2021
Cashflow-driven investing (CDI) is about meeting the outcome that matters most to pension schemes – being able to pay out liabilities as they fall due.
Unlevered Infrastructure Equity: Delivering in CDI
6 Feb 2021
Cashflow-driven investing (CDI) generates predictable, attractive cash flows to meet liabilities when they fall due.
Urban regeneration: How a secure income strategy can help revive city centres
6 Jan 2020
Like other major cities, London scores highly across a range of economic metrics. But while London’s continued capacity for renewal and attracting investment is undeniably impressive, it is often in stark contrast to other UK cities. Chris Urwin, Luke Layfield and Stanley Kwong explain what can be done to make those cities more attractive, and the respective roles investors and the public sector should play in that process.
Explore our real assets range
Outcome-oriented solutions in real estate, through strategies that span the risk spectrum, from lower-risk options generating long-term income to more opportunistic investments.
Our deep market access allows us to source high-quality projects, delivered through a range of senior debt opportunities or via the acquisition of assets. We focus on stable, long-term income generation and efficient execution.
We finance bespoke structured finance and senior private corporate debt transactions, providing our investors with outcomes that meet their investment objectives.
Real assets views
How to build an office: Post-pandemic
13 Aug 2021
Watch our video to find out how offices can provide a powerful tool in boosting productivity, and attracting and retaining the best talent.
COVID and beyond: Why the greenfield data infrastructure boom is set to continue
28 Jul 2021
The global pandemic may have accelerated demand for data infrastructure, but the underlying drivers behind the growth of data centre markets go far beyond short-term factors, explains Laurence Monnier.
Measuring the mythical: Quantifying the green premium in real estate
21 Jul 2021
The green premium is an elusive concept. Laurence Monnier reviews the academic literature and crunches some numbers to try and quantify the extra pricing power afforded by more sustainable commercial properties.
How to assess social value: Guidance from Hatch
29 Jun 2021
Asset managers of many different hues claim they are thinking harder about their social role: the ‘S’ in ESG. But evaluating social value generated from investment decisions is not straightforward, as consultant Dr Kelly Watson from Hatch explains.
From social wash to social value
29 Jun 2021
The inequalities highlighted by COVID-19 have led to much soul searching, including among investors on whether they are doing enough to address the issues of the day. Ed Dixon, Aviva Investors’ head of ESG - real assets, contemplates how investors in tangible assets can put capital to work to drive change.
The Blitz, agglomeration economies, and a giant supply-side real estate experiment
21 Jun 2021
The tragedy and destruction caused by the Blitz created an unintended natural experiment in urban redevelopment. Chris Urwin reflects on what this can teach us anything about agglomeration economies and the resilience of cities.
Rating game: Getting the measure of infrastructure equity risk
17 Jun 2021
Unlike liquid markets and real estate, a lack of publicly available data has made assessing risk more challenging for infrastructure equity assets. Laurence Monnier considers the options for investors looking to complement qualitative assessments with quantitative rigour.
Systems rationality: Post-lockdown commuting, herding and real estate debt lessons
15 Jun 2021
Herd-like lending behaviour is counter-productive and exacerbates real estate risks. Gregor Bamert argues a wider range of capital sources and investment approaches may help combat this in future.
Pressure points: The investment challenges facing insurers
5 May 2021
Low interest rates, regulation and ESG risks are not new considerations for insurers’ investment strategies. However, the long-term fallout from COVID-19 is adding a layer of complexity they will need to adjust to.
What does the data say? Bitcoin, offices and emissions
30 Apr 2021
In our monthly visual series on topical data themes, we look at whether Bitcoin could be the new gold, if COVID-19 has put pressure on London office rents, and the extent to which transport affects the carbon footprint of foods.
Paris offices: How the knowledge economy illuminates the City of Lights
29 Apr 2021
Talent, clusters and scale are three key reasons why Paris is one of the world’s most attractive office markets, explain Souad Cherfouh and Chris Urwin.
Concentrate! How to benefit from specialisation and diversification in real estate
14 Apr 2021
Too much emphasis on geographic and sector diversification within real estate portfolios can hinder alpha generation. More focus on lease length, asset quality and other factors is a preferred means of reducing specific risks whilst allowing specialisation, argues Tim Perry.
Five charts that show Copenhagen is a city of the future
7 Apr 2021
We take a visual approach to highlight why Copenhagen is such a rich, vibrant and economically prosperous city.
What does the data say? Vaccines, illiquidity and managers called Dave
26 Mar 2021
In the first of a new monthly series, we take a visual approach to illustrate topical data themes in economies, markets and beyond. This month we look at the correlation between stock market performance and vaccinations, the illiquidity premium in real assets, and whether there are still more men called Dave running funds than female managers.
Podcast: A clear green premium
18 Mar 2021
Our Head of ESG, Ed Dixon, recently joined Blackstock Consulting on a PropCast episode to launch their new series of ESG insights with industry leaders. Together, they discussed how the government needs to be partnering with businesses to reach their climate pledges, how the “green premium” is yielding higher rents for eco-friendly offices, and much more.
Cut it out! The complex quest to decarbonise heating
16 Mar 2021
More countries are contemplating their visions for a lower carbon world. Norway has excluded fossil fuels entirely for heating buildings, while others are taking a more nuanced approach. So, what are the options for those with environment at the heart of their agenda?