Real Assets

We have a rich mix of financial strategic and investment experience and in particular valuable direct operating experience in various Real Estate capabilities. We believe that allocations in real estate have the potential to outperform other asset classes on a risk-adjusted basis over a long term. Direct allocations in Real Assets require specialist and on-the-ground knowledge. They cannot be bought by “pushing a button” and thus, have to be meticulously managed on an everyday basis.

New Energy and Data Infrastructure refers to the development and implementation of advanced energy and data infrastructure systems that are designed to meet the increasing demand for energy and data in the 21st century. This includes innovative technologies such as renewable energy sources, smart grid systems, high-speed data networks, and edge computing.

The Smart City Stack refers to a multi-layer technology infrastructure that enables cities to become more efficient, sustainable, and livable by integrating various systems and data sources, such as transportation, energy, and waste management, into a unified platform. This technology stack enables cities to better collect, analyze, and use data to make informed decisions, improve city services, and enhance the quality of life for its citizens.

Natural Capital is compelling because it converts exposure to basic human needs and ecological scarcity into a real-asset investment case with inflation sensitivity, lower market correlation, and potential upside from the repricing of nature’s economic value.