Unpredictable physical climate conditions, fast-changing regulations and shifting market dynamics are making transition planning increasingly important for infrastructure companies and investors alike. Getting it right can support long-term cashflows, capital needs and asset resilience.

With more than 30 years of experience investing in and managing infrastructure assets globally on behalf of its owners, IFM takes transition planning seriously. We understand that companies with effective governance and transition plans are better placed to succeed in a changing world. They are more likely to anticipate regulatory changes, target shifting consumer trends and identify durable investments.

“By assessing policy, technology, market, reputational and physical risks and linking them to assets, operations, customers and supply chains, organisations can better understand how climate change may affect long-term cash flows, business plans, capital requirements and portfolio resilience, and it can help them identify transition linked value creation and growth opportunities,” says Cameron Bain, Director for Asset Management & Sustainability, Global Infrastructure at IFM Investors.

IFM has worked with infrastructure companies for years to develop robust, credible transition plans, as part of our patient approach to infrastructure investing. We understand that these plans can strengthen the prospects of the companies we invest into across both the short- and long-term.

Read the full ‘Thought Leadership’ article at the link below