Sustainable Infrastructure

Ecofin's sustainable infrastructure capabilities provide globally diversified exposure to listed infrastructure and equity securities of growth-oriented economic infrastructure businesses.

These businesses span clean energy/power networks, waste transition, broad economic infrastructure and digital payments.

Strategies within Ecofin's sustainable infrastructure capabilities seek to achieve positive impacts that align with the following UN Sustainable Development Goals:

Primary

Secondary


Clean energy/power networks

Generation, transmission & distribution of electricity, gas and liquid fuels and renewable energies

Broad economic infrastructure

Roads, railways, ports and airports

Waste transition

  • Waste-to-energy
  • Waste-to-value

 

Digital payments

  • merchant processing and settlement
  • real time record keeping
  • settlement networks
  • Fintech products/ services

Available Through

Global Digital Payments Infrastructure

Qualitative analysis

  • Company strategy and growth prospects
  • Business model and risk assessment
  • In-depth regulatory analysis
  • Management strength
  • ESG factors
  • Energy transition thematic

Quantitative analysis

  • Proprietary modelling of earnings and cash flows
  • Balance sheet strength and credit rating
  • Sensitivity analysis
  • Sustainability and carbon emissions assessment

Relative value analysis

  • Peer analysis
  • DCF, regulated asset base and multiple analysis
  • Total return approach: capital appreciation and dividend
    prospects
*Global Infrastructure Hub, Oxford Economics (electricity, airports, roads & rail, telecoms, sea ports)