Research

Unlisted infrastructure continues to evolve into a recognised alternative asset class globally. To facilitate better understanding of the issues relevant to investors, we regularly produce research reports for our clients. A selection of these can be found below.

 

Benchmark_frontcover 

Benchmarks revisited: Comparing the CFSGAM and IPD unlisted infrastructure indices

You may be aware that MSCI subsidiary Investment Property Databank (IPD) recently launched an Australian unlisted infrastructure performance index (“IPD Index”).

This is a welcome development for the industry, and one we called for in our November 2010 paper ‘Setting the goalposts: A review of infrastructure fund benchmarks.’

This note provides an overview of the new index, which Colonial First State Global Asset Management (CFSGAM) is a sponsor of. We hope it proves useful in understanding the similarities and differences between the IPD Index and our existing internal index used for research and analytical purposes (“CFSGAM Index”)

 

Download the paper today > 

 

Research archive

 

Date  Topic 
6 March 2013 Benchmarks revisited: Comparing the CFSGAM and IPD unlisted infrastructure indices
21 December 2012 Climate change adaptation at Brisbane Airport
18 June 2012     Mapping the unlisted infrastructure universe
22 March 2012 Alpha series: Electricity North West
19 January 2012     Alpha series: Bankstown Airport 
17 November 2012 European infrastructure: themes and opportunities 
10 October 2011     Alpha series: Anglian Water 
25 July 2011     Carbon regulation and infrastructure: risk or opportunity? 
24 November 2010     Setting the goalposts: A review of infrastructure fund benchmarks 
3 September 2010    Unlisted infrastructure- a proven performer  
31 May 2010 Europe’s sovereign debt crisis: a Herculean task ahead, with opportunities for infrastructure  
30 April 2010 Flying high: A review of airport regulation in Australia 
30 November 2009     Evaluating infrastructure from a property perspective: the case for a diversified real asset allocation 
23 September 2009 Changing global infrastructure investment landscape    
25 August 2009 Australian airport sector: overview and outlook  
15 June 2009 Changing gears: navigating the road ahead in infrastructure  
January 2009 Constructing an investment return series for the UK unlisted infrastructure market