Pggm D1 0301

Infrastructure

PGGM Infrastructure manages the PGGM Infrastructure Fund, an open-ended core infrastructure fund with investments in OECD countries.

PGGM Infrastructure invests on behalf of its investors, Dutch occupational pension funds, of which the largest is the pension fund of the healthcare sector (PFZW). The team has been investing in the infrastructure market since 2008. For over a decade we have been building and managing a diversified equity portfolio of investee companies operating across four sectors:

  • Energy & Utilities
  • Transportation
  • Communication
  • Social & PPP

PGGM Infrastructure manages a diversified equity portfolio of investee companies operating across four sectors: Transport, Communications Infrastructure, Energy & Utilities, Social & PPP.

PGGM Infrastructure manages a diversified equity portfolio of investee companies operating across four sectors: Transport, Communications Infrastructure, Energy & Utilities, Social & PPP.

14 bln (EUR)

AuM

29 Investments

in portfolio

40 Investment

professionals

82 GRESB

score

Filminfra
ALIS

Strategy

PGGM Infrastructure’s investee companies provide reliable, affordable and sustainable infrastructure, which is essential for any modern society to thrive in the long term.

We believe that financially and organisationally healthy companies are more resilient: long-term investment horizons require conviction and commitment to ensure infrastructure investments can successfully adapt to the changing environment.

As a long-term investor we hold a stake in the long-term business strategy of the portfolio companies. We see our role in initiating necessary business model transition in response to the long-term trends, such as energy transition, climate change adaptation, demographic and social shifts, need for increasing connectivity and accelerating pace of technological change.

Being an influential and direct investor PGGM Infrastructure actively engages with the portfolio companies, co-shareholders and partners to deliver not only resilient financial returns but also contribute to the wider sustainable development goals and maintaining social “license to operate”.

 

Sustainability

A long-term investment horizon requires conviction and commitment to ensure that our investments can sustain their value by adapting to a changing environment. We believe that financially and organisationally healthy companies which offer solutions for important societal challengesare more resilient.

As a long-term investment manager PGGM Infrastructure holds a stake in the strategic direction of the portfolio companies. To manage the risks associated with governance, social and environmental factors as well as create business development opportunities for sustainable growth PGGM Infrastructure initiates, as necessary, business model adaptation and transformation in response to the long-term trends, such as energy transition, climate change adaptation, demographic and social shifts, need for increasing connectivity and accelerating pace of technological change.

Through the direct investment and active asset management strategy PGGM Infrastructure is also well positioned to steer and challenge capital expenditure decisions towards (more) sustainable choices. The engaged shareholder strategy underpinned by suitable governance rights presents a positive opportunity for sustainable business practices which are viewed as the social “license to operate”.

We also value transparency and accountability. PGGM Infrastructure has been participating in GRESB Infrastructure benchmark since its inception and have been annually improving the result vs our peers. We are proud that under our ownership increasing number of our portfolio companies decided to participate in GRESB assessment as well and improved quality of their non-financial reporting with greater transparency and stronger ESG performance.

Questions?

For questions please contact Infra Officemanagement:

infra.officemanagement@pggm.nl