Infrastructure

Infrastructure, an asset class for all seasons

Luba Nikulina,
Chief Strategy Officer

The role of infrastructure in institutional portfolios will continue to be a prominent theme for asset allocators in 2023, along with the increasing importance of managing the 'S' in ESG.

Infrastructure

Infrastructure remains resilient despite macro challenges

Michael Landman,
Executive Director

The macro landscape has shifted to the point where a global recession is possible in 2023. While the infrastructure asset class is not immune to these challenges, we expect it to remain resilient.

Infrastructure

Advancing inclusion and diversity in infrastructure

Nicole Zhang,
Senior Associate

Nicholas Rivera,
Associate, Asset Management

With growing awareness of social factor-related risks and opportunities, there are potential benefits to embedding I&D considerations in asset management activities.

Infrastructure

Managing infrastructure safety requires long-term focus

Shannon O’Keeffe,
Director, Social Responsibility

William Phillips,
Senior Associate, Asset Management

Nicholas Rivera,
Associate, Asset Management

Providing a safe workplace is a primary focus for infrastructure assets and for IFM as an asset owner.

Infrastructure

Uncertainty, transition and social factors: Infrastructure Outlook

Kyle Mangini,
Global Head of Infrastructure

The transformational and interconnected themes set to shape the infrastructure market in 2023. Resilience will be tested, but there are reasons to be optimistic.

Infrastructure

Transition as a means to energy security

Albena Vassileva,
Executive Director

Mandeep Mundae,
Investment Director

Strengthening energy security is a key focus of governments’ energy transition policies amid sharply higher energy prices. We expect this to create compelling investment opportunities across the global infrastructure landscape.

Infrastructure

Infrastructure – rising rates and the "natural hedge"

Michael Landman,
Executive Director

The positive linkages that some infrastructure assets have to inflation and economic growth can provide a natural hedge that may be sufficient to offset the negative valuation impacts of higher global interest rates.

Infrastructure

Harnessing technological trends within infrastructure

IFM Investors

Rapid technological changes are challenging historical assumptions about how infrastructure assets are operated and designed, and shifting the way consumers interact with infrastructure companies.

Infrastructure

The role of infrastructure investment in climate risk management

Zachary May,
Executive Director, Strategy and Policy

Investors should consider positioning their infrastructure exposure for the pathway to Net Zero, with both transition and clean economy infrastructure portfolios having a climate change mitigation role to play.

Infrastructure

Resilience and Transition: Infrastructure Outlook

Kyle Mangini,
Global Head of Infrastructure

Macro-themes and disruptions that are shaping the infrastructure sector and creating investment opportunities include renewables and digital infrastructure, and closer partnerships with governments.

Infrastructure

IFM Investors Australian Infrastructure FY20 Carbon Footprint

Kyle Mangini,
Global Head of Infrastructure

The Australian Infrastructure Portfolio FY20 Carbon Footprint Summary Report forms part of our ongoing effort and multi-year strategy to manage climate risk in the interests of our investors and their members and beneficiaries.

Infrastructure

IFM Investors Global Infrastructure 2019 Carbon Footprint

Kyle Mangini,
Global Head of Infrastructure

The Global ex-Australia Infrastructure Portfolio Carbon Footprint Summary Report 2019 forms part of our ongoing effort and multi-year strategy to manage climate risk in the interests of our investors and their members and beneficiaries.

Infrastructure

InFRAME - An enduring methodology for building infrastructure portfolios

Michael Landman,
Executive Director

Our proprietary risk management system – InFRAME – helps guide the decision-making process in constructing balanced, core infrastructure portfolios. Almost a decade on, our investment philosophy and framework have remained fundamentally sound.

Infrastructure

Building Australia Model

David Neal,
Chief Executive

Australia’s pool of superannuation savings are ready to be deployed for major infrastructure projects. To this end, IFM Investors is proposing a new infrastructure investment model to better meet the needs of governments and the public.

Infrastructure

Australian Infrastructure FY 2019 Carbon Footprint Summary

Kyle Mangini,
Global Head of Infrastructure

The FY 2019 Australian Infrastructure Carbon Footprint Summary reports a 7.9% reduction in emissions, reflecting ongoing efforts to reduce carbon emissions and increase energy efficiencies across the portfolio.

Infrastructure

IFM Investors Australian Infrastructure FY18 Carbon Footprint

Kyle Mangini,
Global Head of Infrastructure

The Australian Infrastructure Carbon Footprint Report 2018 forms part of an ongoing effort and multi-year strategy by IFM Investors to manage climate risk.

Infrastructure

IFM Investors Global Infrastructure 2018 Carbon Footprint

Kyle Mangini,
Global Head of Infrastructure

The Global Infrastructure Carbon Footprint Report 2018 forms part of an ongoing effort and multi-year strategy by IFM Investors to manage climate risk.

Infrastructure

Taking the lead on infrastructure carbon reduction in Australia

Chris Newton,
Executive Director, Responsible Investment

IFM Investors recently announced an ambitious and unprecedented initiative to cut carbon emissions across critical Australian infrastructure assets.

Infrastructure

Ausgrid, major Australian infrastructure asset, sets emissions reduction target

Ashley Barker,
Executive Director

With a commitment to meeting shareholder expectations and delivering on its social licence strategy, Ausgrid has set an emissions reduction target and developed a range of programs to achieve it.

Infrastructure

Infrastructure and the Global Financial Crisis: Ten Years On

Michael Landman,
Executive Director, Portfolio Management

Alex Joiner,
Chief Economist

A decade on from the 2007-08 financial crisis, this paper examines how infrastructure fared during the crisis and its aftermath, and how a subsequent financial downturn might affect infrastructure investments.

Infrastructure

Renewables paving a pathway to emissions reduction

Deepa Bharadwaj,
Executive Director

Brisbane Airport has installed 22,000 solar panels, creating the largest commercial rooftop solar installation in the Southern Hemisphere. The result is lower energy costs, reduced emissions and greater shareholder value.

Infrastructure

A strong safety culture embracing technology

May Soh,
Investment Director

Leveraging technology for improved road safety. Find out more on how a diligent approach to transforming the safety culture and leveraging technology at the Indiana Toll Road has resulted in measurable safety improvements.

Infrastructure

Innovative cadetship program promoting gender diversity

Jill Rossouw,
Investment Director

The Port of Brisbane has launched a forward-thinking Australian cadetship program to encourage and support talented women to embark on a maritime career.