Private Infrastructure: Secular Themes Offer Compelling Opportunities
Cambridge Associates
We Build Custom Portfolios Diversified for Growth
There are a number of potential benefits from a real assets allocation, including diversification, income and inflation protection, and wealth preservation. We partner with you to understand the role real assets should play in your portfolio.
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We expect public infrastructure equities to keep pace with developed market equities, driven by energizing regulations for the energy transition and a surging demand for power infrastructure to fuel AI.
Our Approach
Our deep expertise and long-term commitment to real assets investing means we’re able to identify new and emerging managers early in their life cycle. We stay ahead of spinouts from managers we’ve followed.
During our robust due diligence process, our dedicated business risk management team evaluates a manager’s operations platform and processes to confirm they align with the manager’s investment strategy and products. Only then does our Real Assets Ratings Committee deem a fund suitable for our clients.
Why Cambridge Associates?
We were honored to receive the gold-level Investment Consultancy of the Year Real Estate Global Award by the Investment & Pensions Europe (IPE) in 2020 and 2021. We appreciate the recognition for our work building custom and strategic real assets programs for our clients. These programs target above-market returns over the long term.
Also benefiting from our robust manager networks and long-standing relationships in the industry, our proprietary private real estate, natural resources, and infrastructure indexes are considered industry-standard benchmarks.
Insights
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