Allocations

Having consolidated its offshore wind activities in Reventus Power, CPP Investments’ Bill Rogers explains how the sector ‘plays into the capabilities we have’.

The Japan University Fund will build on the experience of managing director Tadasu Matsuo to invest in infra and other alts without the need for gatekeepers.

The convergence of real estate and infrastructure is more than just an M&A trend but an opportunity to leverage available synergies between the two, argues Patrizia’s head of strategic investments.

The Infrastructure Investor Network's Japan-Korea Week was our largest infrastructure event in APAC to date – with Japanese and Korean LPs increasingly interested in the asset class.

GPIF head of infrastructure Kikuko Emae says the fund is ‘cautiously in due diligence’ over several new commitments.

Head of real assets Subahoo Chordia says low returns from traditional asset classes have put investors ‘on the journey to looking at alternatives’.

There are fewer underallocated investors to the asset class now than a year ago, according to our Full-Year 2023 Investor Report.

An increased 7% infra allocation and a new mandate will make APG’s commitment to the energy transition even clearer, says asset class chief Jan-Willem Ruisbroek.

With a vote set for early 2024, Macquarie will have a five-year window to sell the fund’s assets, should it be approved.

CIO Ian Patrick said funds running a hybrid model with minimal investment internalisation ‘don’t have quite the same need for a global footprint’ as others pursuing direct investments.