Appraising valuations

In July the FT reported ($) that Calpers suffered losses on both its fixed income and public equity portfolios of almost 15% for the year ending June. Meanwhile, its private asset portfolio provided returns of 20%. Now, as the FT noted, …

Wanted: data on pricing climate risks

Private markets function on data – but the data to accurately price climate risks in investment decisions is sorely lacking. We must urgently fill this information void or private finance will fail to contribute to climate action. Since COP26 and …

Did Alteria overpay for the Chicago Skyway?

On September 14, Atlas Arteria announced it acquired a 67% majority stake in the Chicago Skyway Toll Bridge for US$2 billion. This was in sharp opposition to the views of IFM, one of its shareholders, which claimed it was “value …

A new era of data & analytics for infrastructure investors

This post is the editorial of the June 2021 EDHECinfra Newsletter (Volume 5 issue 1)  Infrastructure investment is evolving from a niche alternative asset class into a fully-fledged investment sector and value chain. As this evolution takes place, the need …