This Masterclass will explore the financial economics of underlying assets and how infrastructure can be defined as a long-term equity investment proposition.
From Asset Class to Investment Solutions
Part I: A unique infrastructure asset class
- The Nature of Infrastructure Investment: from concrete to contracts
- The definition of qualifying assets under prudential regulatory regimes – lessons learned from the Solvency-II consultations
- Measuring risk-adjusted performance: introducing the EDHECinfra benchmarks of infrastructure debt and equity
Part II: Towards infrastructure investment solutions
- Portfolio construction challenges with highly illiquid private assets
- Solution design and recent market innovations
with the support of