Portfolio Construction Forum

Stop looking for labels and start buying the real assets


Listen Later

Infrastructure is in a whole new world. Decarbonisation and data growth will dominate every aspect of our lives for decades to come. Critical societal infrastructure has never been more critical nor has the demand for a greener planet. Real assets focused on these structural thematics provide greater alignment between asset ownership and consistency of returns through time. Now more than ever, successful investment management requires agility to adapt in this rapidly changing world. This involves broader category definitions that align with the world’s leading private markets infrastructure investors as opposed to restrictive and arbitrary benchmarks. If your infrastructure manager isn’t leveraging off these themes then you need to find a new one. - Jeremy Anagnos, CBRE Clarion. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum

...more
View all episodesView all episodes
Download on the App Store

Portfolio Construction ForumBy Portfolio Construction Forum