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Infrastructure

Overview

This strategy is a well-diversified portfolio of private infrastructure investments, including renewable energy, utilities, telecommunications, and transportation executed through fund commitments, co-investments as well as direct investments.

Benchmark

Not applicable (targeted absolute return of 7%)

Philosophy and process

  • The strategy aims to optimize its risk-adjusted return by leveraging secular trends and investing alongside top-tier partners in resilient infrastructure projects underpinned by strong fundamentals.
  • The investment process is based on fundamental analysis and combines a bottom-up approach, researching partners and companies across all sectors of the market, with a top-down approach, analyzing macroeconomic trends. This is complemented by a robust risk-management oversight framework.
  • The investment analysis is based on extensive cash-flow analysis and a qualitative framework that emphasizes strong business models, quality of management, and ESG strengths.
  • The strategy strives to provide exposure to a portfolio of private investments, diversified by sectors, with a focus on North America and Europe.

Why invest in these strategies?

  • A complete diversified infrastructure-exposure solution.
  • Stable and skilful management team with a long track-record working alongside global top-tier infrastructure firms.
  • Proven investment DNA process, which has been the core defensive approach to all iAGAM infrastructure mandates.

How to invest?

Portfolio Manager(s)

Maxime Durivage

Senior Vice President, Head of Private Equity and Infrastructure

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