About Ashwin
Ashwin heads up the Infrastructure Portfolio Management Team, and is responsible for a broad set of portfolio construction, risk management and fund analysis outcomes across all of IFM Investors’ infrastructure products.
Ashwin has over 15 years’ experience working in Infrastructure and Real Estate roles. Prior to joining IFM, Ashwin worked in portfolio management in the Australian property sector, and in infrastructure and real estate advisory at PwC.
Read our latest insights
6 min read
Can infrastructure weather the next storm?
In today’s complex macroeconomic and geopolitical environment, investors are reviewing their exposures and downside mitigations. A backdrop of upheaval in global trade, elevated market volatility and recession risks has challenged the traditional diversification properties of equities and bonds.
10 min read
The infrastructure opportunity - Part One: the role of infrastructure in long-term resilient portfolios
As investors seek to navigate the post-COVID era, their focus is on building robust portfolios that are resilient to the long-term effects of market shocks and volatility. In this context, there lies an opportunity to expand traditional approaches to portfolio construction to include a greater allocation to unlisted infrastructure.
10 min read
The infrastructure opportunity - Part Two: Making the most of infrastructure allocation
Tapping into the full potential of unlisted infrastructure calls for disciplined acquisitions, considered portfolio construction and active asset management. These approaches must align with the attributes of different infrastructure assets and be driven by a long-term investment thesis.