Close

At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products. 

Discover more
Investment strategies
Insights
Close

Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

Discover more
Investment strategies
Insights
Close

Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.

Discover more

Investment strategies

Insights

Close

formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

Discover more
Investment strategies
Insights
Close

Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

Discover more
Investment strategies
Insights
Website experience: Hong Kong Institutional hk Contact us
Contact us

Responsible Listed Infrastructure

Responsible Listed Infrastructure

Invest in infrastructure with a purpose

The strategy seeks to invest in infrastructure companies that can contribute to or benefit from sustainable development, as defined by the UN Sustainable Development Goals (SDGs). Given infrastructure assets’ large environmental footprints and social licence to operate, investment in this space will play a central role in working towards these goals. Of the 17 primary SDGs, we have identified six as being particularly relevant to listed infrastructure companies.

Our analysis of company alignment with these SDGs represents a key element of the strategy’s investment process and stock selection decisions.

The full list of SDGs can be found on the United Nations’ website.

An unwavering focus on responsible investment

Infrastructure companies are leading a global shift to cleaner energy, next-gen transport networks and increasing mobile connectivity. The First Sentier Responsible Listed Infrastructure strategy is a high-conviction portfolio with an unwavering focus on responsible investment and positive, long-term outcomes.

We look for infrastructure companies that can contribute to, or benefit from, sustainable development as defined by the UN Sustainable Development Goals.

Rebecca Sherlock

Portfolio Manager, Global Listed Infrastructure

We find companies solving global infrastructure challenges

Infrastructure companies are long life assets with large environmental footprints and social licences to operate. The asset class is uniquely positioned to provide solutions in the transition to a net zero world.

Whether we are analysing renewables companies, water utilities, toll roads or mobile towers, we look for companies that are contributing to sustainable development and solving challenges around digital connectivity, urban congestion and renewable energy.

We favour assets with high barriers to entry, effective pricing power, sustainable growth and predictable cash flows.

 

 

 

 

Expert team with a sustainability lens

The strategy is managed by a team of experienced infrastructure specialists with an in-depth understanding of infrastructure assets and the social license they need to operate.

Proven approach to asset selection

The investment process uses best-in-class stock selection, underpinned by extensive engagement activity focusing on sustainability.

Focus on climate action

The strategy seeks to invest in companies that are actively reducing their carbon footprint, such as those delivering affordable clean energy to the communities they serve.

Why invest in Responsible Listed Infrastructure?

  • Drive positive change - The strategy invests in infrastructure companies that can contribute to or benefit from sustainable development. 

  • Long-term focus - A sustainability lens can provide important insights into long term risks and potential rewards for investors. 

  • Attractive performance – Incorporating sustainability criteria in the investment process can help deliver positive risk adjusted returns. 

  • Inflation protected income – Many infrastructure assets can increase prices in line with inflation, providing a stable and growing distribution yield over time.

  • Diversification - As well as low correlation with other asset classes, the portfolio itself is well diversified by sector and country, reducing exposure to event, regulatory and political risk. 

  • Liquid and transparent - The US$3 trillion listed infrastructure market gives investors liquidity and daily pricing so investors know exactly what their portfolio is worth.

Meet the investment team

Rebecca Sherlock

Portfolio Manager

Peter Meany

Head of Global Listed Infrastructure

Investing with us

Responsible investment

Insights

Who we are

Contact us

Media releases

Sitemap

Important information

Whistleblower

Investor warning

Supplier Code of Conduct (PDF)

Terms & conditions

Privacy notice

FATCA

Cookie policy

Statement of Commitment to the FX Global Code (PDF)

 

First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.

This website is for professional / institutional investors only.

This website is issued by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. First Sentier Investors, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors and Stewart Investors are business names of First Sentier Investors (Hong Kong) Limited.

Loading Contents