Where, how and why we invest
Primarily, our strategy is to invest in OECD countries, with a focus on North America, UK/Europe and Australia, across a range of sectors. Once purchased, we adopt a hold, manage and reinvest strategy, with opportunistic exits.
We take a long-term approach to investments and choose assets that typically have strong market positions, a predictable regulatory environment, high barriers to entry, limited demand-elasticity and long lives.
What makes IFM Investors different
Owned by pension funds; inspired by their members, we offer investment opportunities that seek to match long-term infrastructure investment with our institutional investors’ long-term liabilities. The benefits for investors may include:
Long-term perspective
We are not required to deploy quickly or divest investments at a pre-determined point in time, and can own assets for the long-term.
Existing portfolio
Investors can access a known portfolio of investments, diversified by geography and sub-sector.
Preferred partner
Governments, regulators and strategic operators recognize that we are a patient, responsible investor.
Global core infrastructure
We invest in essential infrastructure assets, primarily in OECD countries. We target assets with the following primary characteristics:
Seeking strong market positions / high barriers to entry
Access to benefits from regional and global economic growth
Long asset and concession life
Potential for stable and predictable revenues.
Potential inflation hedge benefits
Stable regulatory environments
We believe that aligned institutional investors can access potential benefits by investing in global core infrastructure, including:
- An independent manager whose objectives are aligned with its investors
- An experienced, talented global team of more than 100 dedicated infrastructure specialists
- A track record of more than 25 years in infrastructure with a seasoned, growing portfolio of assets
- Strong deal flow based on historical experience, a rigorous investment process and active asset management
- Access to proprietary investment opportunities, generated through an existing global asset footprint, industry relationships and partners
- Commitment to integrating sustainable investing considerations into our responsible, long-term investment approach, and
- Investment structures that may be suited to long-life assets.
Global Net Zero infrastructure
We invest in infrastructure that seeks to accelerate the world’s transition to a net-zero emissions economy.
We believe low-carbon infrastructure assets can help to reorient the global economy towards more sustainable sources of energy. Our approach is to investment globally, focusing primarily on OECD countries, with an opportunistic approach to other regions.
Renewable power
Wind/solar/hydro, distributed generation and battery storage and microgrids
Electrification
Electricity transmission, distribution and electric vehicle charging infrastructure
Low carbon fuels
Hydrogen and derivatives and alternative fuels (e.g., biofuels, biomethane)
Carbon Capture
Carbon capture and utilization and storage
Australian core infrastructure
We invest in essential Australian infrastructure assets.
We seek investments in long-life assets with strong market positions, located in predictable regulatory environments, and where there are high barriers to entry and limited demand elasticity.
We believe that aligned institutional investors can access benefits by investing in Australian core infrastructure, including:
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An independent manager whose objectives are is aligned with its investors
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An experienced, talented global team of more than 100 dedicated infrastructure specialists
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A track record of more than 25 years in infrastructure with a seasoned, growing portfolio of assets
-
Strong deal flow based on historical experience, a rigorous investment process and active asset management
-
Access to proprietary investment opportunities, generated through an existing global asset footprint, industry relationships and partners
-
Commitment to integrating ESG considerations into our responsible, long-term investment approach, and
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Investment structures that may be suited to long-life assets.
Find out more about our infrastructure portfolio
More information
For more information about our Infrastructure investment and asset management capabilities, please contact us online or reach out to your regional Client Solutions team.
