Infrastructure Strategies 2022.

Which peer group outperformed the market in 2021?

On March 22^nd in Berlin, BCG and EDHECinfra will launch a ground-breaking report describing the performance of 16 peer groups of infrastructure investors, from Global Asset Managers and Asset Owners to US Pension Funds or Superannuation funds. Has the direct ‘Canadian’ model delivered compared to investors who chose to access infrastructure via fund managers? What happened to investors heavily exposed to airports after Covid-19 and does it still pay to invest in conventional merchant power?

Find out who tops the rankings of peer groups in 4 different categories (Global, Home base, Asset Owners, Asset Managers).

The report will be launched in Berlin at the Global Infrastructure Summit on March 22^nd.

This report is based on the detailed infrastructure allocation by TICCS® segments of 359 investors in unlisted infrastructure equity. It not only gives a global picture of the performance of key peer groups but also provides the details of each peer group’s exposure to different types of infrastructure assets and the return contributions of each segment to these peer groups.

As they ramp up their exposure to the infrastructure asset class, investors face important strategic choices and portfolio construction questions: How should they select their exposures to different segments of the infrastructure universe? What risks and performance can they expect and what strategic choices do they need to make to improve their portfolios?

Infrastructure Strategies 2022 will provide invaluable insights to answer such questions and more.