We invest patiently and strategically, with a focus on creating and building long-term value. Well-managed infrastructure assets can provide long-term institutional investors with benefits, including portfolio diversification, earnings stability, participation in economic growth, protection from inflation and portfolio risk management.* Learn more about our asset portfolio
* Diversification cannot ensure a profit or protect against loss in a declining market. It is a strategy used to help mitigate risk.
We target core infrastructure assets that typically have strong market positions, conservative leverage, predictable regulatory environments and high barriers to entry.
Our infrastructure asset management strategies target a total return outcome that comprizes capital growth and cash yield using conservative levels of leverage. We aim to assist assets to deliver capacity enhancing capital investments that meet the long-term needs of customers and the community.
Our team of infrastructure specialists are able to implement appropriate governance structures and proactively work with experienced and capable management teams .
Our team can facilitate large, complex transactions, as well as smaller, accretive opportunities. We are also able to position individual operating companies and platform investments to allow for bilateral transactions.
Our infrastructure portfolio methodology (InFRAME) analyzes the underlying revenue streams and value drivers of infrastructure assets.
We take an integrated approach to responsible investment considerations. We believe this enhances the productive capacity and net performance of our portfolio companies over the long term.
We are a pioneer of infrastructure investing. At IFM Investors, our clients benefit from 30 years of infrastructure experience. Over decades, our investment strategy and processes have been tried and tested. Discover our learnings and latest thinking.
We invest in essential infrastructure assets spanning a diverse range of sectors and asset types. Characteristics that tend to underpin our investments include monopolistic positioning, long concession life, predictable revenues, inflation protection, exposure to economic growth and a stable regulatory environment.
| Sector | Transportation | Utilities | Energy | Digital | Social infrastructure |
|---|---|---|---|---|---|
| Asset types | Toll roads | Gas & Electric | Renewables | Telecommunications | Education |
| Airports | Waste & Wastewater | Gas processing | Data storage | Aged care | |
| Seaports | District heating/ cooling | Pipelines | Government | ||
| Rail | Energy storage | Public transport | |||
| Diversified |
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How we manage our infrastructure investments has been shaped by decades of experience. We take a long-term approach and choose assets that typically have strong market positions, a predictable regulatory environment, high barriers to entry, limited demand-elasticity and long lives. Primarily, we invest in OECD countries, with a focus on North America, UK/Europe and Australia, across a range of sectors. Once acquired, we adopt a hold, manage and reinvest strategy, with opportunistic exits.
employees across our portfolio companies in 20+ countries
infrastructure equity AUM (assets under management)
years of experience investing in private markets
team of infrastructure equity specialists
portfolio assets in communities across 20+ countries
airports
(in six countries, including UK, Austria, Australia and Malta)
toll roads
(in eight countries, including US, Italy, Spain, Mexico and Australia)
ports
(in five countries, including Canada, Australia, Poland and Turkey)
miles of pipeline
(A strategic stake in US petroleum energy infrastructure)
of storage capacity across 20+ countries
As at 30 June 2024
For more information about our Infrastructure investment and asset management capabilities, please contact us online or reach out to your regional Client Solutions team.
