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OUR COMPANY AND AFFILIATES
CBRE GLOBAL INVESTORS

CBRE Global Investors, combined with CBRE Clarion Securities and CBRE Caledon, is one of the world’s leading real asset investment managers providing real estate and infrastructure investment solutions to over 500 clients worldwide.

CBRE GROUP

CBRE Global Investors is the investment management division of CBRE Group, Inc. the world’s premier commercial real estate services and investment firm.  The company’s shares trade on the New York Stock Exchange under the symbol “CBRE.”

REAL ESTATE SERVICES
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THE MISSING LINK

LISTED INFRASTRUCTURE NEGLECTED IN ESG AND SUSTAINABLE STRATEGIES

Jeremy Anagnos, CFA

Principal, CIO, Listed Infrastructure, CBRE Clarion

Viewed 158 Times

Jon Treitel, CFA, CAIA

Portfolio Strategist

ESG and sustainable investing should prove the dominant investment theme of the next decade. Unfortunately, today’s most popular ESG strategies are underexposed to the very asset class, infrastructure, that will build the backbone of our energy transition, lead our environmental stewardship, and enable economic growth with a far more efficient carbon footprint. We find and elaborate in this paper that:

  • The top global ESG funds have 5% exposure to global listed infrastructure, even though its companies will invest trillions in capital to enable the clean energy transition and lead the sustainability initiatives that investors care about most.
  • Clean-tech ETFs, which offer exposure to sustainability, also tend to over-allocate to commoditized industries with a history of volatile earnings and returns.
  • An integrated ESG approach to listed infrastructure, an asset class with steady rates of return and clear ESG themes, is an essential and underrepresented component in global sustainable portfolios.

The content above is a summary of the full Insight.