22/12/2022
OECD 2022 report on Pension Funds & Infrastructure Investment

Long-term investing of large pension funds and public pension reserve funds 2022 19/12/2021 – The scope of this report covers 88 public and private pension funds from 39 countries. This survey is based on a qualitative questionnaire sent directly to large pension funds and public pension reserve funds. It covers the infrastructure investment made by large pension funds and public pension reserve funds, but also their approach to environmental, social,…
Core infrastructure: through its first cycle
by Serkan Bahçeci, PhD – Partner and Head of Research ARJUN INfrastructure

Our young and beloved asset class is going through its first cycle and suitably proving itself. Expected returns for core risk profiles are in the 9 – 12% range nowadays. That range used to be 6 – 9% very recently, and 10 – 12% in the early years, up until 2011-12. For a long time, since the emergence of infrastructure as an asset class two decades ago, expected returns were…
Founded in 2014 by investors and for investors, Long Term Infrastructure Investors Association (LTIIA) is a not-for-profit international professional association; most of our members are institutional investors and fund managers with responsibilities over long-term and open-ended infrastructure investment mandates. Our action circle includes leading global and regional discussion fora, information powerhouses and service providers to the infrastructure marketplace.

LTIIA works with a wide range of stakeholders, including infrastructure investors, policy-makers and academia, on supporting long-term, responsible deployment of private capital to public infrastructure around the world. Its members, hailing from various jurisdictions, collectively manage close to US$ 12 t of assets, out of which over $ 350b of infrastructure assets.

LTIIA members, spread across the main advanced economies, aim to facilitate and promote investment in infrastructure which enables long-term, sustainable development of communities & countries.

Member area

There are 3 categories of members (Full, Associate & Honorary) ; fees vary  according  to status (Asset owner or Asset manager/service provider, Private/commercial  sector or Public/Multilateral institution. For Honorary members, any contribution (in cash or kind) is voluntary.

Please download and fill in the Membership form and send it to info@Ltiia.org

40
-odd members
$12t
of assets
$350b
of infrastructure assets
Public advocacy
We convey investor perspectives to governments & regulators as they design policy frameworks on infrastructure.
LTIIA is consulted by the European authorities, contributing to the definition and treatment of infrastructure asset class under Solvency II, the task force about Social infrastructure, or the EU Green Taxonomy. LTIIA actively participated in consultations launched by the UK authorities on Regulatory issues through written contributions, round-tables & Joint seminars.
Infra as an asset class
We support data collection & development of analytical tools & performance benchmarks to the investment community.
LTIIA consistently supported, by sharing data and through funding, research at EDHECInfra Institute towards the creation of a global database of infrastructure risk-adjusted performance indices. LTIIA, together with the OECD & the GI Hub, is leading the Private Pillar of the G20 Infrastructure Data Initiative.
Sharing best practices
We promote the highest level of Environmental, Social and Governance responsibility in infrastructure investing.
Our ESG Handbook provides guidance and shares insights for long term investment in sustainable infrastructure. In the B20 context, LTIIA has promoted greater convergence in basic ESG definitions for infrastructure.
Sharing best practices
We organize events with senior representatives from public & private sectors on infrastructure investment issues.
Our events feature senior decision-makers from EU institutions, U.S. Treasury & DoT, OECD, the World Bank and IMF, renowned academics and opinion leaders in the infrastructure marketplace. LTIIA members receive free access to all our events and significant discounts for third-party events where LTIIA contributes.
Board
Vincent Levita

Founder and CEO of InfraVia Capital Partners

Recep Kendircioglu

Senior Managing Director and Portfolio Manager at John Hancock Life Insurance Company / Manulife Investment Management

Anna Baumbach

Partner at Palladio Partners

Takeo Kitamura

Deputy General Manager of the Structured Finance department of DBJ

Daniel Lau

Portfolio manager with the California state teachers’ retirement system (CALSTRS)

Helmut von Glasenapp

Secretary General European Long-Term Investors Association (ELTIA)

Nadia Nikolova

Lead portfolio manager for Allianz Development Finance strategy

François Bornens

Partner in charge of Investor relations and business development at Arjun Infrastructure Partners

FRANCOIS BERGERE

Executive Director

Previously Program Manager for the Public-Private Infrastructure Advisory Facility (PPIAF) at World Bank. Prior experience in the French Ministry of Finance PPP Task Force,  Infrastructure Funds and Caisse des Dépôts Group, working on infrastructure and project finance.