Unlock the value from infrastructure investing

IFM Investors has an established track record in infrastructure, built by a long-term approach to value creation. Today, our portfolios invest in assets that include toll roads, airports, seaports, energy, pipelines, renewables, terminals and digital technology, mainly across North America, Europe and Australia. We strive to buy well and manage assets intensively, aiming to deliver resilient returns.

Here are the 6 lessons we’ve learned as an expert infrastructure equity investor.

 We think in decades, not in years or quarters.

The essential infrastructure assets we invest in serve communities and underpin the smooth-running of economies over life spans stretching 50 to 70 years, or more.  

Our long-term, open-ended fund structure enables us to construct an all-weather portfolio – one which supports revenue stability through varying market and economic conditions.  

From our own global team and advisory network to the teams who run the assets, we look to cultivate a team with a diversity of skills and experience.

We recognise the value of specialist industry expertise and we have developed an extensive group of senior advisors to work with us exclusively.

Buying well is the most critical part of the infrastructure investing equation, as it’s very difficult to recover from a bad buying decision. When considering investment opportunities, we look for a series of distinct characteristics.   

As a long-term investor investing through open-ended funds, we aim for capital structures that are resilient to market cycles. We focus on our assets issuing long-dated, fixed-rate debt while maintaining investment grade credit ratings.

Infrastructure is not a set and forget asset class. So actively managing our assets is one of our most important tools for maximising long-term returns to our clients. Our asset management initiatives range from capex programs, financing, M&A, safety reviews, mitigating climate change risk, and cyber security.