Private Market Real Assets - Sustainable Solutions Based App

Capital Innovations Emerging Markets Infrastructure Customized Fund Solutions

Capital Innovations Emerging Markets Infrastructure Customized Fund Solutions

Capital Innovations Emerging Markets Infrastructure Customized Fund Solutions

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Capital Innovations Emerging Markets Infrastructure customized fund solutions makes equity and equity-related infrastructure investments in companies focused on energy, renewable power, transportation, water, telecommunications, and data centers. 


We invest capital in sustainable infrastructure projects across Latin America and the Caribbean, Africa, the Middle East, Eastern Europe and Asia. Our approach seeks attractive returns as well as impact through a range of regional, sector focused investments.


The fund is constructed from a range of investment types, including primary investments in funds managed by third-party managers, direct/co-investments alongside such funds and acquisitions of secondary stakes in funds.  


We have a disciplined and rigorous process for making investment and portfolio decisions. Each of our funds has a stand-alone investment team with fiduciary responsibility to our investors.


Conscious Capital: Our Chief Investment Officer’s experience with the United Nations PRI instills confidence from our clients that the capital we invest provides upward mobility for lives of millions of people who live and work in emerging market countries.

Our intention is to make investments into companies or organizations with the intent to contribute to measurable positive social or environmental impact, alongside financial returns.

Capital Innovations Infrastructure Customized Fund Solutions

Capital Innovations Emerging Markets Infrastructure Customized Fund Solutions

Capital Innovations Emerging Markets Infrastructure Customized Fund Solutions

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Capital Innovations Global Infrastructure Fund customized fund solutions makes equity and equity-related infrastructure investments in companies focused on energy, renewable power, transportation, water, telecommunications, and data centers. 


We invest capital in sustainable infrastructure projects across OECD and non-OECD regions. Our approach seeks attractive returns as well as impact through a range of regional, sector focused investments.


The fund is constructed from a range of investment types, including primary investments in funds managed by third-party managers, direct/co-investments alongside such funds and acquisitions of secondary stakes in funds. 


We have a disciplined and rigorous process for making investment and portfolio decisions. Each of our funds has a stand-alone investment team with fiduciary responsibility to our investors.


Conscious Capital: Our Chief Investment Officer’s experience with the United Nations PRI instills confidence from our clients that the capital we invest provides upward mobility for lives of millions of people who live and work in hundreds of countries.

Our intention is to make investments into companies or organizations with the intent to contribute to measurable positive social or environmental impact, alongside financial returns.

Capital Innovations Real Estate Customized Fund Solutions

Capital Innovations Emerging Markets Infrastructure Customized Fund Solutions

Capital Innovations Real Estate Customized Fund Solutions

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Capital Innovations Global Real Estate customized fund solutions makes equity and equity-related  across a range of strategies throughout the capital stack, including Core, Core+, Value Added, and Opportunistic real estate. 


We invest capital in sustainable real estate projects across OECD and non-OECD regions. Our approach seeks attractive returns as well as impact through a range of regional, sector focused investments.


The fund is constructed from a range of investment types, including primary investments in funds managed by third-party managers, direct/co-investments alongside such funds and acquisitions of secondary stakes in funds. 


We have a disciplined and rigorous process for making investment and portfolio decisions. Each of our funds has a stand-alone investment team with fiduciary responsibility to our investors.


Conscious Capital: Our Chief Investment Officer’s experience with the United Nations PRI instills confidence from our clients that the capital we invest provides upward mobility for lives of millions of people who live and work in hundreds of countries.

Our intention is to make investments into companies or organizations with the intent to contribute to measurable positive social or environmental impact, alongside financial returns.

Co-Investment Program built upon our network since 2007

Capital Innovations Managed & Advised Private Market Real Asset Solutions

Capital Innovations Real Estate Customized Fund Solutions

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A systematic sourcing approach and proven selection process executed by a dedicated team are required to develop a successful co-investment program. We believe that our efficient, rigorous selection process provides informational edge.

  

  • Portfolio of co-investments diversified by lead manager, industry, stage, and geography.
  • Utilizing Capital Innovations’ proven, repeatable process to access and create unique opportunities.
  • Focused on a deep pipeline of opportunities across its three primary target sectors. 

Why Real Assets?

Capital Innovations Managed & Advised Private Market Real Asset Solutions

Capital Innovations Managed & Advised Private Market Real Asset Solutions

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Real assets have found a place in the strategic asset allocation mix of most institutional investors and can play multiple roles in a diversified portfolio including total return potential, inflation protection and lower correlations to traditional equity and fixed income.

Most portfolios have two broad objectives: income and growth. Bonds have traditionally been used to generate portfolio income, while equities are often employed to achieve growth.  In our view, real assets should complement a portfolio’s growth and income allocations because of added benefits of inflation protection and lower market correlations.

Adding real assets requires a well-defined investment objective, as well as a clear plan for implementation, including the size of the real assets allocation within the overall portfolio, the mix of real assets exposures, and the vehicles by which these exposures will be delivered. Whether a real assets allocation is attained through direct exposures or through a listed real assets portfolio, skilled portfolio allocation capabilities are required to maintain portfolio objectives and react to changing market regimes over time.

Our investment strategies focus on key Real Asset sectors: 
• Agribusiness
• Infrastructure
• Energy
• Real Estate
• Timber & Forestry 

Capital Innovations Managed & Advised Private Market Real Asset Solutions

Capital Innovations Managed & Advised Private Market Real Asset Solutions

Capital Innovations Managed & Advised Private Market Real Asset Solutions

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Capital Innovations is focused on building managed and advised solutions that are intended to enhance our clients’ private markets programs and may include the following services:

  • Collaborative strategic planning and advice
  • Investment due diligence and implementation
  • Legal negotiation and review
  • Fund administration and reporting


Capital Innovations’ managed solutions are typically focused on small-to-mid sized investors and are customized for each individual client’s needs. Our advised solutions cover all private markets Real Asset strategies and cater to larger institutions with internal staff dedicated to private markets.

  • Diversified across leading General Partners, geography, property type and industry.
  • Dedicated Real Assets team has significant global direct and fund investing experience.
  • Hands-on involvement in portfolio construction

Our Philosophy

Quantitative Private Markets Approach

Mandate Solutions

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We invest into private market Real Assets through a combination of primary, secondary fund investments and direct/co-investments. Investment activities for all three investment types are fully integrated. We believe that everything needs to fall under the same investment philosophy, and that the GP relationships formed through primary investing are essential to sourcing and executing secondary investments and direct/co-investments. 


Our approach to secondaries builds on our primary investment activity and is consistent with our overall investment philosophy. This means avoiding auction-driven transactions and focusing on less competitive situations where the process is either controlled by the fund manager or directly sourced from other investors. It also means focusing on smaller transactions in the specialized strategies and segments we favor and focusing on those transactions that are not as straightforward to assess. 


By directly investing into portfolio companies alongside other investors, participants expect higher returns, increased portfolio transparency, higher control and a reduction in overall fees. We believe that investing directly alongside a private equity firm should only be pursued when all parties - the portfolio company as well as investors and the fund manager - can benefit from it. Our approach has been to leverage our strong primary fund manager relationships. In addition to the requirement that any transaction be within their core strategy, ensuring maximum alignment of interest with the fund manager. 

Mandate Solutions

Quantitative Private Markets Approach

Mandate Solutions

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We provide global advisory services to investors relating to the set-up and management of a private markets Real Assets program alongside investment-specific advisory services. We provide global advisory services primarily to clients and investors who seek to expand and/or further professionalize their private market investing activities. Our services include the design and implementation of a private markets investment program, investment allocation planning (e.g. by industry, asset class, geography, or investment segment), investment level steering, cash flow planning, portfolio structuring, monitoring, risk management, and reporting. 

Quantitative Private Markets Approach

Quantitative Private Markets Approach

Quantitative Private Markets Approach

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Capital Innovations provides insights
resulting in better allocation decisions and risk management practices by integrating an initial machine-powered screening of potential investment opportunities. Our team utilizes this proprietary approach in order to screen a broader universe of deal flow. 


Analyzing a larger pool of investment opportunities increases the probability of identifying and investing in ‘top decile opportunities’, which can have a positive impact on overall portfolio returns. 

 

Screening and initial evaluation of opportunities is just the first stage. The power of Artificial Intelligence technology can be leveraged across the entire investment cycle, from deal origination to value creation. This will disrupt the entire private markets industry – the first forays have been already observed in the market.


As data science resources and tools are becoming more available and increasingly powerful, we are likely to see the emergence of new business models and strategies in the industry. We believe factor-based systematic strategies will become an integral part of Private Markets Real Asset investing.

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The Handbook of Infrastructure Investing Wiley© 2010

Conducting operational due diligence for private Real Assets

Our team wrote the book on unique aspects and challenges associated with performing operational due diligence review of Real Asset investments. Conducting site visits, analyzing fund documents, financial statements, evaluating operational risks concerning valuation methodologies, pricing documentation and illiquidity.