Integrated Solutions

We believe we can offer clients integrated solutions to optimize the diversification of client portfolios, whether that be in targeting access-restricted private equity funds or niche real estate funds. We also pride ourselves on offering innovative new hybrid products to our international clients in key markets where we already have a strong presence, including expanded offerings in Brazil, Canada and Japan.

Real Estate

Our Real Estate business actively manages real estate investments of approximately globally across the major real estate sectors, making it one of the largest real estate managers worldwide, offering both equity and debt investment opportunities. We offer our product capabilities on a global, regional and country basis and through open- and closed-end private funds, REITs, customized investment structures, multi-manager funds, individually managed accounts and real estate securities.

We have been investing in real estate for 16 years, having launched our first real estate fund as early as 2003. Since then, our business has grown steadily, expanding the universe and scope of our real estate investments and adopting a truly diversified business model.

Infrastructure

Our Infrastructure platform invests globally across the key infrastructure sectors including energy, utilities, transportation, telecommunications and social infrastructure.

Existing capabilities include closed end direct equity funds that invest in traditional, long-life infrastructure assets in developed countries. We target assets that provide essential services, possess strong cash flow and retain inflation protection attributes. Our direct platform also offers a clean energy strategy that concentrates on Switzerland and select other European countries. Our direct debt capability currently comprises a European strategy, which invests on a long-term basis in senior secured infrastructure credit. We seek to exploit those inefficiencies in a consistent manner using long-term valuation analysis.

Our Solutions

Our capabilities reach across the risk / return spectrum, ranging from core to value-add and opportunistic strategies. We offer clients both direct real estate and infrastructure equity and debt investments or indirect exposure to leading real estate, infrastructure, and private equity managers.
Investors can access our diverse product range across open- and closed-ended private funds, investment trusts, listed funds, REITs and bespoke separately managed accounts. We therefore seek to understand why an asset is mispriced and identify a clear catalyst for closing the mispricing – a "valuation plus catalyst" process.

Focus on sustainable investing

We pride ourselves on our commitment to sustainable investing. Our investment process involves rigorous vetting of the environmental, social and governance (ESG) aspects of the asset. Throughout the investment's life, we continue to monitor the asset's ESG impact. GRESB, the Global ESG Benchmark for Real Assets, ranked our equity assets #1 and #2 in their peer group. We've received an A+ rating from the UN-supported Principles for Responsible Investment (PRI).