Inderst Advisory

• infrastructure as an "asset class"
• opportunities and risks of infrastructure investments for pension funds and other institutional investors
• the inherently political nature of infrastructure assets

• the "Australian" and "Canadian models" of (direct) investing
• evolution of strategic investment funds (SIF) / strategic development funds (SDF)

• a realistic view on the contribution of private finance and public-private partnerships (PPP) for infrastructure in Europe and worldwide
• low mobilization of private capital for development finance, especially in poorer countries
• the slow involvement of institutional investors in infrastructure in Asia and emerging markets

• definitions, standards and instruments in green / climate change investment
• critical issues in ESG, impact and SDG investing

• the secular stagnation of - public and private - social infrastructure investment, and what governments and investors can do about it
• the extension of investors' universe into innovation districts/ecosystems and modern district heating and cooling assets
• the rise of "infrastructure nationalism" - with growing foreign investment (FDI) restrictions worldwide, especially for "strategic" and "critical" infrastructure