Our sector

Why Energy Infrastructure?

Some of the largest investment opportunities for decades start with energy infrastructure. Since day one Energy Infrastructure Partners has been purpose-built to invest in this unique part of the infrastructure asset class.

Decarbonization
As called for in the Paris Agreement, emissions need to reach net zero by 2050 by decarbonizing emissions-heavy sectors like energy
Electrification
With transport and industry increasingly electrified in an ever-more digitized and big data-driven world, demand for electricity has never been higher
Security
Many countries increasingly focus on energy independence and are looking for ways to increase the security of their energy supplies

Energy infrastructure is at the heart of three generational megatrends

Our Sector

Why energy infrastructure?

The energy infrastructure sector has outperformed other types of infrastructure with less volatility over the last decade and a half 1

Growth of EUR 100 invested in 2009

2 2
3 4

EIP managed funds do not follow any benchmark; indices are only represented here for illustrative purposes.

Magnitude
One of the largest sectors within the infrastructure asset class, energy infrastructure requires trillions of investment in the coming decades
Diversification
Energy infrastructure offers multi-dimensional diversification — across different technologies, geographies and economic models — forming the building blocks of inherently robust portfolios
Resilience
Society depends on energy. As the providers of essential good, energy infrastructure, like grids, need to perform across all scenarios, uncorrelated to the larger economy

Energy infrastructure’s distinct profile creates an edge for investors

Insights

Energy infrastructure assets across inflationary cycles

Private infrastructure assets and especially private energy infrastructure assets outperform listed stocks during episodes of inflation. The worse inflation gets, the stronger infrastructure assets’ inflation protection becomes.

Energy Infrastructure and inflation

Sustainability report

Infrastructure and sustainability

As part of our investment approach and to generate returns for our clients, each investment we make strives to foster a prosperous, stable and resilient society – and uses ESG factors as a way of analyzing and managing risks from start to finish. Measuring impact is a core part of our approach: Our portfolio companies in 2023 generated more than 25 terawatt hours of renewable energy, equivalent to the electricity used by 6.4 million European households.

Sustainability Report

To learn more about what sets energy infrastructure apart

Get in touch

FOOTNOTES AND IMPORTANT INFORMATION

  1. Series are euro-denominated, total return indices adapted from Scientific Infra. We applied an annual total expense ratio of 2.5% as a generic assumption for holding costs, management fees and performance fees. For more information about the indices and underlying methodology please refer to: Strategic Asset Allocation with Unlisted Infrastructure, EDHECinfra Use Case Series 2021 (February).
  2. Total return volatility is the annualized standard deviation of the monthly total returns of an index. Sharpe ratio calculation periods might lag a few months compared to the latest chart points due to source data availability constraints.
  3. For the sake of Sharpe ratio calculations, we use total return values from the index less annualized total return of the 3 months Euribor rate to represent outperformance.