Infrastructure Investment: Combining Listed with Unlisted

Abstract

In this paper we discuss…

The term ‘infrastructure assets’ and the key investment characteristics investors look for.

How the listed and unlisted sectors differ and how allocations to listed infrastructure are determined.

The benefits of combining listed and unlisted infrastructure and the benchmarks that can be used for unlisted infrastructure.

The most appropriate methodology for determining the impact of combining listed and unlisted infrastructure.

The impact of combining listed and unlisted infrastructure and the practical applications for adding listed infrastructure to a portfolio of unlisted infrastructure assets.

Keywords: Asset Management, Portfolio Management, Infrastructure

JEL Classification: G11