Infrastructure as an asset class: When green could be worth more than its weight in gold

Once an outlier in investment discussions, “infrastructure” has rapidly become a household term over the past 18 months. 

At the same time, “ESG” or “green” investing has become one of the most prevalent focal points of institutional allocators around the globe.  Targeting “green” investments and monitoring their impact can be a difficult challenge within many asset classes. 

Can investors navigate these two simultaneously, and if so, how? 

In this two-part paper, we first examine the aspects that support infrastructure as a compelling asset class for many institutional investors.  We detail what “infrastructure” means, what infrastructure as an asset class can offer investors, how and why ESG investing is front and center right now, and why infrastructure is an excellent means by which investors can access ESG investments.

Autors:

Joseph F. Falcone III, Chief Executive Officer & Chief Investment Officer, Chamonix Partners Capital Management LLC

Bhaswar (Joy) Chatterjee, Managing Director and Co-Head Americas Credit Syndicate for Natixis CIB Americas

Robert White, Executive Director and Head of Green & Sustainable Hub for Natixis CIB Americas