Topic Tags: Infrastructure

Emerging Trends in Alternative Asset Classes

2013 Marquette Investment Symposium session

In this presentation from our 2013 Investment Symposium, we explore various emerging trends in the alternatives space, including low volatility equity, tail risk, managed futures, gold, MLPs, GTAA, risk parity, farmland, direct lending, and opportunistic credit.

Investment Symposium 2013
Recorded September 13, 2013

Please contact us for access to this video.

The Emergence of Infrastructure

A briefing on the infrastructure asset class and key points from our newly published position paper.

Join us for a live webinar to discuss the asset class with our infrastructure authority Elizabeth Francis and investment consultant Miguel Zarate.

We’ll brief participants on key points from our newly published infrastructure position paper [Ed: note 2018 update], including:

  • History of infrastructure – From its early beginnings in the 1980s to its current day role in an institutional portfolio
  • Benchmarking infrastructure investing – The challenges of investing in a less established asset class with a limited performance history
  • The case for infrastructure in institutional portfolios – From the growing opportunity set to diversification and hedging against inflation
  • Infrastructure related risks – Understanding the variety of risks that may adversely affect infrastructure investments
  • Infrastructure manager due diligence – With more than 270 firms and 450 funds, manager selection is critical to maximizing returns
  • Recommendation – Including open-end vs. closed-end funds and why this long-term investment is well matched for some pension funds

 

Live Webinar – Wednesday, November 30, 2011 – 10:00 AM CT 

Who should attend: Institutional investment stewards, investment managers

Please contact us for access to this video.

Infrastructure Position Paper

Examines the infrastructure asset class in great detail, from its early beginnings in the 1980s to its current day role in an institutional portfolio.

Infrastructure is a relatively new asset class to institutional investors and over the last five years has emerged as a sustainable addition to client portfolios. The following paper examines the asset class in great detail, from its early beginnings in the 1980s to its current day role in an institutional portfolio. In particular, the nuances of infrastructure, as well as its unique characteristics are discussed in an effort to cultivate a thorough understanding of the asset class. Recommendations as well as guidance towards making an allocation to the asset class are also included.

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Please see our 2018 Update to this Infrastructure position paper.