This paper examines how infrastructure companies differ from the rest of the economy and in particular whether or not they tend to pay larger and more frequent dividends i.e. whether infrastructure really is a ‘cash cow.’
We find that infrastructure companies exhibit key systematic differences with a sample of ‘matched’ firms that are otherwise comparable in size, leverage, revenue growth or profits.
You can now read the full whitepaper at the link below
As the TCFD deadlines loom, many an infrastructure asset manager is still looking for the data they need to report the carbon intensity of their investments.
In a recent EDHECinfra survey, we asked a large sample of investors in infrastructure why they need to have access to ESG data, i.e., non-financial data, for the assets they hold or want to hold.
EDHECinfra and BCG benchmark infrastructure investor peer groups
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