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LP spotlight: Developing a portfolio strategy for the future

ESG effort has noticeably gathered momentum in the last 12 months and will impact how LPs view their existing and future portfolio companies, as will the dramatic effect COVID-19 has had on core assets that have always been fundamental to infrastructure investors’ portfolios. Inevitably, LPs need to keep committing to the asset class despite the travel restrictions and understand the information priorities when one is unable to visit a GP in person. Hence, effective alternatives for performing on-site due diligence and tapping into existing networks has been key. In this session, a group of seasoned LPs will discuss how they are rethinking, refocusing, and redefining their priorities as they plan their new commitments in today’s uncertain environment.

  • How are the future needs of LPs in terms of team size, location, and skills being addressed?
  • How is ESG playing a more important role in allocation decisions?
  • How have due diligence requirements been adapted?
  • How have investment strategies changed in terms of geography and sectors?
label_outline Portfolio Construction Infralogic Infrastructure

2021 and beyond: Infrastructure investment in a post-COVID-19 world

The events of the past year have impacted the way people live, work, travel, shop, and communicate. Figuring out the extent of this paradigm shift, and where temporary changes become ingrained habits, is essential to fashioning investment theses. For infrastructure investors, flexing the definition and finding an angle to broaden the scope of the asset class in order to participate in sectors that are experiencing unprecedented growth post-Covid-19 has enabled a flurry of deals and new projects in telecom towers, data centres, fibre-optic networks, land and motor registries, healthcare and screening services, and other sectors ripe for digital transformation. In this discussion a panel of industry experts will review the opportunities.

  • Which industries have benefited most from COVID-19-related disruption?
  • Which sectors have the best prospects for capturing growth?
  • Has digital transformation changed the definition of infrastructure?
  • How do you measure the long-term risk and return profile?
  • What type of skills are required to manage these assets?
label_outline Portfolio Construction Infralogic Infrastructure
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