Insights

Opinion pieces from the team, and uses cases covering private markets, infrastructure investment, climate change, social risk, and more.

Featured image for “How Risky is Private Equity? The Case of Manufacturing and Natural Resources Sectors in Europe”

How Risky is Private Equity? The Case of Manufacturing and Natural Resources Sectors in Europe

Oct. 10, 2024
Private equity investments offer high returns in exchange for taking a certain level of risk. These risks result first and foremost in considerable return dispersion and sometimes, despite the long-term investment horizon, in exits in less favourable conditions than anticipated by investors. Private companies can also go bankrupt, but they are more likely to do so in certain segments of
Featured image for “Measuring and tracking the alpha of private market funds”

Measuring and tracking the alpha of private market funds

Sep. 19, 2024
Scientific Infra & Private Assets is pleased to present an approach using privateMetrics® data to measure and track the alpha of private market funds, allowing robust and representative fund selection and monitoring. infraMetrics® & privateMetrics® provide access to hundreds of benchmarks across the infrastructure and private equity asset classes, enabling investors to create the most representative benchmark for the fund
Featured image for “Q2 2024 infra300® Release: Implications for Infrastructure Revenues of Economic Slowdown and Political Uncertainty”

Q2 2024 infra300® Release: Implications for Infrastructure Revenues of Economic Slowdown and Political Uncertainty

Jul. 18, 2024
The Infra300® Equity Index is a comprehensive global index representing the monthly total return of 300 unlisted infrastructure companies. This ESMA-registered market benchmark for private infrastructure investments is meticulously designed to provide an accurate reflection of the performance of the unlisted infrastructure sector by tracking various TICCS® segments, ensuring a broad and detailed representation of the unlisted infrastructure universe. Quarter-over-quarter,
Featured image for “NAV 2.0: A better asset pricing model for private infra”

NAV 2.0: A better asset pricing model for private infra

May. 02, 2024
CAPM may be ‘one of the founding frameworks of modern finance’, but for determining the net asset value of unlisted infrastructure it is terribly inadequate. Frédéric Blanc-Brude, the director of the EDHEC Infrastructure Institute explains why and offers an alternative. Originally published in Infrastructure Investor. When reporting the NAV of unlisted assets like infrastructure using discounted cashflows, best practice consists
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Q1 2024 Infrastructure Update

Apr. 30, 2024
In Q1, we noticed that core inflation remains persistent, suggesting that central banks are more likely to maintain current high interest rates for a longer period. Additionally, gas and oil prices have risen recently due to renewed concerns over potential escalation of geopolitical tensions and OPEC production cuts, further contributing to price pressures. The increase in oil prices can be
Featured image for “Q1 2024 infraMetrics Data Release: Infrastructure started 2024 in positive territory”

Q1 2024 infraMetrics Data Release: Infrastructure started 2024 in positive territory

Apr. 19, 2024
The infrastructure asset class experienced low and positive returns in the first quarter of 2024 led by the uncertainty regarding monetary policy in Europe and the United States that is keeping investors on their toes. The infra300 index, a global unlisted infrastructure equity index comprising of 300 assets with a total market capitalization of USD 306 billion, has witnessed gradual