2018 EDHECinfra Research Insights

Contents:

1. Establishing an industry standard for the infrastructure asset class
2. A survey of investor preferences for the segmentation of private infrastructure
3. Infrastructure investment in emerging markets: Closing the “data gap”
4. The Rise of “Fake Infra”
5. Credit risk in private infrastructure debt
6. Investor Perceptions of Infrastructure: Willingness to Invest
7. Take the next exit: A case study of road investments gone wrong, Spain 1998-2018
8. Three routes to maximising infrastructure finance for development

2018 EDHEC Research Insights: Infrastructure Investment Special

Contents

1. Establishing an industry standard for the infrastructure asset class
2. A survey of investor preferences for the segmentation of private infrastructure
3. Infrastructure investment in emerging markets: Closing the “data gap”
4. The Rise of “Fake Infra”
5. Credit risk in private infrastructure debt
6. Investor Perceptions of Infrastructure: Willingness to Invest
7. Take the next exit: A case study of road investments gone wrong, Spain 1998-2018
8. Three routes to maximizing infrastructure finance for development

Benchmarking Long-Term Investment in Infrastructure

Solid evidence supporting the infrastructure investment narrative is still missing, and full-fledged investment solutions demonstrating the benefits of infrastructure investment for institutional investors remain elusive.

In this paper, we discuss the need, and propose an approach to benchmark long-term investments in infrastructure, where long-term investment simply refers to any unlisted and illiquid asset. We first highlight the reasons why benchmarking long-term infrastructure investments has become essential to match the supply and demand of long-term capital, improve asset allocation outcomes for investors and support the development of the economy. We then propose a roadmap detailing the steps to create benchmarks of long-term infrastructure investments.