In this insight we make the case for taking a more diversified approach to social infrastructure investment, including health, housing and education sectors.
This insight shows how taking a diversified approach to social infrastructure can complement an affordable housing allocation to provide investors with enhanced risk-adjusted returns, rapid and scalable deployment and broader social impact.
AlphaReal is a specialist real assets investment manager. We estimate that UK insurers have invested over £1.5 billion into Commercial Ground Rents (CGRs) over the last 18 months or so.
Over the last two years or so there has been a seismic change in the UK pension scheme investment landscape.
Renewable infrastructure is an increasingly popular asset class among institutional investors, with a recent AlphaReal survey highlighting that over 90% of UK pension funds and insurers are looking to increase their allocations over 2024.
Renewable infrastructure assets continue to be deployed at pace across the UK as the country races to achieve net zero by 2050 and decarbonise the electricity system by 2035. Consequently, renewable electricity generation has increased fivefold since 2010.