Content (18)
-
White papersTCFD: Where are your “Climate Comps”!?
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.
-
White papersIf ESG risks are already priced, why report non-financial data?
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.
-
White papersInfrastructure Strategy 2022
EDHECinfra and BCG benchmark infrastructure investor peer groups
-
White papersRobust benchmarks needed for infra investors
Performance monitoring is key to achieving top-quartile results, say Frédéric Blanc-Brude, director, and Abhishek Gupta, head of product development, at EDHECinfra
-
White papersGas is in the black, not green
Would excluding natural gas from the green taxonomy prevent the financing of transition fuels?
-
White papersNo more quartile lottery!
Robust Benchmarks for investors in private infrastructure funds
-
White papersA new era of data analytics for infrastructure investors
Access to the best available data will be a key success factor in a sector where investment decisions will increasingly be driven by data, benchmarks and analytics, reflecting both financial and ESG considerations.
-
White papersThe Volatility of Unlisted Infrastructure Investments
In this paper, we examine the drivers of the volatility of unlisted infrastructure equity investments, that is, the reasons why the market prices of such investment can and do vary over time.
-
White papersAnatomy of a Cash Cow
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.’
-
White papersThe Global Infrastructure Company Classification Standard
Private infrastructure investment is developing rapidly as a global asset class. This evolution requires a clear and robust classification of the individual infrastructure companies that equity investors can acquire or debt investors can lend to.
-
White papersDo you know the fair value of your infrastructure investments?
New asset valuation technology and data opens an era of transparency and better risk management for investors in infrastructure.
-
White papersTowards a Scientific Approach to ESG for Infrastructure Investors. A Publication of the EDHEC Infrastructure Institute
This paper explores the role of environmental, social and governance (ESG) issues in an investment context, namely how institutional investors should incorporate ESG elements into the financial management of their portfolios.
