Allocating To Unlisted Infrastructure: Some Size Fits All

21 / 02 / 23 - ###tdEstimateReading_post_minutes### minute read

The father of Modern Portfolio Theory, Harry Markowitz, is reported to have said “diversification is the only free lunch.”  Whilst he may have coined the term, the concept of diversifying one’s portfolio stems back well before the 1950s as investors seek asset classes that demonstrate little or no correlation to one another, to improve a portfolio’s risk return characteristics.  Unlisted infrastructure is one such asset class, offering portfolios higher returns per unit of risk.

Authors

Harrison Papworth

Justin Webb