Historically dominated by governments and bank credits, infrastructure has become accessible to private capital investors, to whom it offers features such as low volatility, protection from inflation, steady long-term cash flows, as well as the possibility to address environmental and social issues.
60 percent of global greenhouse gases can be attributed to the development and use of conventional infrastructure. Efficient investment can massively improve the sustainability of infrastructure. Global infrastructure investment need is considered to exceed 3.7 trillions USD per year until 2035 according to the Global Infrastructure Hub.
Patrimonium’s new infrastructure strategy builds around climate action. We make substantial and systemic contributions to actively improve the environment by supporting low-carbon energy solutions.
The company’s involvement in infrastructure started in 2015 in a field strongly supporting the transition towards a low carbon economy – the railcar industry, with investments in freight wagons, an appealing market with a long-term orientation and important renewal rates in a context of limited production capacities and high entry barriers.
The second pillar of Patrimonium’s infrastructure strategy is related to the fundamental transformation needs in existing infrastructure systems in Europe and North America to address the scale and urgency of climate change. The transition is mainly driven by declining technology costs, new business models, and growing consumer demand.
We are building a portfolio of sustainable, low carbon climate investments in partnership with premier infrastructure fund managers. The fund gives access to investments in the climate infrastructure space and provides a strong yield through a diversified asset base (sectors, regions and investment years), with a primary focus on the develoment of modern energy solutions.
Broad and differentiated deal flow in partnership with leading financial and industry players.
We team up with specialized infrastructure managers worldwide, securing access to a portfolio across various climate-relevant industries and regions. We have a strong emphasis on co-investments and secondary transactions, enabling a cost-efficient and systematic diversification, while reducing the dependence on a single investment case and the blind pool risk.
With a focus on core and core-plus assets, we have chosen a defensive, conservative approach offering investors good long-term inflation adjusted cash-flow visibility and strong downside protection.
As a signatory of the UN PRI, we directly address and promote the UN Sustainable Development Goals (UN SDGs). We are convinced that the integration of environmental, social and corporate governance issues leads to superior investment results.