Click on the presentation in the top right corner to view it in full screen mode
Most investors say they are under- or over-invested in infrastructure, but there is also an increase in those who say they are over-invested in this asset class. Infrastructure Investor Report H1 2024.
The percentage of institutions reporting spending too much on infrastructure increased slightly in the first half of 2024, by 4 percentage points to 29 percent.
Nevertheless, the average total allocation of all institutions continued to increase, reaching 5.65 percent in the first half of 2024, compared to 5.52 percent in the corresponding period of the previous year.
The biggest jump was in private pension funds, where allocations rose from 4.83 percent in the first half of 2023 to 6.18 percent in the first half of 2024 – although it should be noted that the denominator effect may have played a role.
When looking at the largest single commitments to closed-end infrastructure funds in the first half of 2024, funds with at least a partial focus on North America continued to prove popular, accounting for almost all commitments recorded.
The New York State Common Retirement Fund accounted for three of the five largest individual commitments recorded, with investments in funds managed by Stonepeak, DigitalBridge and Brookfield Asset Management, respectively.
All data continues to suggest that the world’s largest institutions have robust demand for infrastructure – and assets under management in this sector continue to grow.
You can download the report as a PDF HERE and the data HERE.
