Infrastructure

Unlock opportunities with our infrastructure investments.

What is infrastructure investing?

Infrastructure is a fundamental building block to the functioning of modern society and can include energy, transportation and communication networks and systems. Within the broad infrastructure investment universe, there exists what we call pure play infrastructure. Pure play infrastructure assets typically provide essential services, operate in monopoly-like competitive positions and enjoy sustainable cash flows producing reliable income streams. By way of example, we consider an airport to be a pure play infrastructure asset, as opposed to an airline. Another example would be a toll road, as opposed to a construction company that builds the toll road.

Today, infrastructure is recognized by the institutional investment community as a stand-alone asset class. To wit, many pension plans around the world have been attracted to the infrastructure asset class since the early 1990s.

We recognize the money we manage represents the hard work and savings of real people like you. Or, if you represent a non-profit organization, the money needs to be there in the long run to fulfill important missions. We understand what’s at stake. That’s why we work to deliver real, lasting value. And that's why we're committed to our purpose: improving financial security for people.

Why choose Russell Investments for infrastructure?

We manage global listed infrastructure investments for clients around the world.

We offer:

  • Capital markets expertise,
  • Rigorous due diligence of the global manager universe,
  • Multi-manager portfolio construction, incorporating risk management and diversification for investors, and
  • Efficient implementation of investment strategy.

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Benefits of investing in infrastructure

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Diversification

As a real asset category, infrastructure offers a distinct risk, return and diversification profile relative to other asset classes, and thus merits consideration for a discrete allocation in a diversified portfolio.

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Income generation

Infrastructure investments typically feature steady cash flows derived from tangible, long-life assets with monopoly-like pricing power; many are regulated and may feature income linked directly to inflation.

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Long-term return potential

"Pure play" infrastructure assets—which include toll roads, regulated utilities, airports, seaports and cell towers—are essential to the fluid, effective functioning of societies, and accordingly they have highly inelastic demand patterns.

Frequently asked questions

A chat with Zach

Russell Investments' Chairman and CEO, Zach Buchwald, sat down with Michael Steingold, CFA, Director of Private Markets, to get his perspective on how infrastructure is evolving and whether it's an option for retail investors and large institutions.

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Return to Funds and strategies

Article reprint - Demand and opportunities in listed infrastructure

Demand and opportunities in listed infrastructure

Upgrading the world's infrastructure will likely be a dominant theme over the coming decades. Listed infrastructure companies are well placed to take advantage of the structural trends around infrastructure modernization, decarbonization of electricity, data, and population growth. Darren Spencer, Client Portfolio Manager, wrote this article for Institutional Real Estate magazine. Reprinted with permission.

Read the article reprint

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