Infrastructure: From resilience to growth
With 60% of institutional investors planning to increase their allocations over the next 3-5 years, infrastructure is evolving from a resilience anchor to a growth engine. From the energy transition to the digital economy, investor demand spans both equity and debt – paving the way for innovative solutions that are global in scope.
*This figure is a projection and is used for illustrative purposes only. Source: IFM, Private Markets 700: The global investor barometer, 2025. Our annual Private Markets 700 report tracks responses from 700+ global institutional investors across 19 countries.
But infrastructure investing is complex…
As the market matures, the way we define infrastructure as an asset class must also evolve to encompass an increasingly diverse set of opportunities. To make something of this – to turn complexity into clarity – requires know-how: a kind of expertise acquired through experience, rather than just theoretical learning.
30-year track record
With a 30-year track record, IFM is one of the largest infrastructure managers in the world. We believe we have the scale, skill and expertise to not only identify opportunities, but build value and meet the needs of future generations.
Long-standing reputation
Our long-standing reputation, and the relationships we’ve fostered accordingly, is what we believe differentiates our approach. Where we invest in assets, our sector experts often sit as board members, with the aim of supporting their success at the highest level. Where we’re financing assets, we're in ongoing dialogue, helping to support the strategic agenda. And where we partner with governments, we see ourselves as key to building and managing critical infrastructure.
IFM Investors is one of the world’s largest and most experienced infrastructure managers.
30+ years
of investing experience
US$90.4bn
infrastructure equity & debt AUM (assets under management)
160+
infrastructure equity and infrastructure debt specialists
90+
board seats at portfolio assets, many with active management
Source: All numbers as at 30 Jun 2025.
Access the 2025 Private Markets 700 research
Private Markets 700 - 2025 research & trends
New research shows institutional investors are asking more from their private markets' allocations – more risk management, higher returns and more sophisticated solutions. Explore the latest private markets trends and strategies, according to 700+ investors.
Can infrastructure weather the next storm?
Highlights from our recent paper, which looks at the resilience of infrastructure assets by sub-sector:
Resilience in past economic slowdowns
Performance in past stagflationary environments
But infrastructure’s resilience differs by sub-sector
Related articles
Infrastructure: Stable, scalable and in demand
Deglobalisation’s impact on infrastructure
Expanding horizons: Infrastructure’s maturing as an asset class demands fresh thinking
Flying into the future: Shifting to sustainable aviation fuel sources
AI at a crossroads: How AI is reshaping infrastructure
Integrating renewable energy and digital infrastructure: Pioneering the next generation
Our approach in action
Digital portfolio
The rise of ‘always on’ connectivity, artificial intelligence (AI), and the digitization of our economy have combined to position digital as one of the fastest growing sub-sectors of infrastructure, as this case study explores.
Indiana Toll Road
As an asset, toll roads are associated with predictable cash flows and stable profitability. And as this case study explores, they may also offer investors a potential hedge against inflation.
Solar portfolio
Sourcing a proprietary transaction can be complex. This case study highlights how fund(s) advised by IFM originated and structured a HoldCo loan with attractive relative value compared to relative liquid corporate indices.
Aleatica
A leading transportation operator, with a focus on the development and operation of toll roads and other mobility assets, can make for an attractive investment, as this case study explores.
Switch, Inc.
With the rise of AI and digitisation, demand for data centers is strong and growing. These assets benefit from steady cashflows and high barriers to entry, as this case study explores.
Offshore energy service operator
The energy transition represents an opportunity, as this debt case study – which focuses on a shipping operator’s pivot towards offshore wind – highlights.
IFM was founded by pension funds. It’s still owned by pension funds today. Our clients are stewards of capital too, with the same goal to deliver value over decades.
Invest in what matters.
From Sydney Airport to the Indiana Toll Road, from energy storage to data storage, we invest in what matters: real assets that will serve society’s needs for decades to come and seek to deliver for clients the positive outcomes they need:
Owned by 16 pension funds
Global presence, with 13 offices including New York and Houston
700+ institutional clients worldwide
460+ institutional clients in US and Canada
Source: All numbers as at 30 Jun 2025.
Come and see us: Meet IFM’s experts at one of our upcoming events.
Fiduciary Investors Symposium (FIS)
The Fiduciary Investors Symposium is a quarterly event for the senior investment professionals at large institutional investors around the globe.
Portfolio Summits: New England LP Summit
The New England LP Summit is a one-day meeting of 125+ accredited institutional investors and family offices based across New England and its surrounding states.
Meet the teams
The depth and calibre of our team is fundamental to our ability to add value for our clients.
Infrastructure equity
We have a large, experienced team of infrastructure specialists with diverse industry backgrounds, including engineering, construction management, investment financing, mergers and acquisitions, and sector operational experts.
Infrastructure debt
Our team boasts experienced debt investors across North America, Australia, the UK and Europe. We have the skills and patience to manage the complexity and illiquidity associated with specialised credit.
Our Infrastructure knowledge hub
We are a pioneer of infrastructure investing. At IFM Investors, our clients benefit from 30 years of infrastructure experience. Over decades, our investment strategy and processes have been tried and tested. Discover our learnings and latest thinking.