Infrastructure is rapidly evolving into a global asset class, with institutions setting aside increasing allocations within portfolios to take advantage of its low volatility of returns and low correlation to equity markets. This paper examines key infrastructure investment considerations, the risks of investing in infrastructure, valuations, and infrastructure’s place and role in a targeted return portfolio.

Topics addressed:
- characteristics of infrastructure as an asset class
- key investment considerations
- Risks of investing in infrastructure
- Returns by asset sub sector
- Portfolio considerations
  - listed infrastructure

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