Global Infrastructure Investor Association (GIIA)

Welcome to the latest addition to our network of global infrastructure investors and advisors to the sector: Simmons & Simmons!    Simmons & Simmons is a leading international law firm with extensive experience advising infrastructure funds, institutional investors and asset managers globally. Its multidisciplinary team supports clients across the infrastructure lifecycle, from fund formation and investment structuring to acquisitions, financing, regulation, development and asset management.   Combining deep sector expertise with an international footprint across Europe, the Middle East and Asia, the firm delivers seamless support on complex infrastructure investments and projects around the world.   We are excited to have Simmons & Simmons on board as we promote connection, intelligence and advocacy in the infrastructure industry 🌎   Learn more about Simmons & Simmons on their website: https://lnkd.in/eg-Sxwc

Breaking down one of the core themes from our Competing for Capital report, compiled with Freshfields, Policy & Public Affairs Manager Sabrina A. explains how governments are using regulated and contracted revenue models to de-risk infrastructure projects for private investors. 💡   From the UK and Europe to Australia and Canada, governments around the world are recognising that merchant exposure alone is no longer enough to attract the capital needed for building, maintaining and operating vital infrastructure.   With RAB-type models, CfD revenue support and availability-based PPPs, governments can start to close the gap between infrastructure ambitions and real investment.   ➡️Read the full executive summary of our report here: https://lnkd.in/euXnv3vQ

Extending an official GIIA welcome to our new members Universities Superannuation Scheme (Ltd) – one of the UK’s largest private pension schemes. USS Investment Management Limited (USSIM) is USS’s principal investment advisor and manages approximately £77bn of assets under management. The USS Private Markets Group is a long-term investor across four core asset classes, with Infrastructure sitting alongside Private Equity, Private Credit, and Property. USS’s infrastructure team manages a portfolio across Power & Utilities, Transport & Logistics, Digital and Social infrastructure. USS provides patient, flexible capital and works in partnership with management teams to support the delivery of business plans and generate long-term, sustainable value creation. The Direct Infrastructure team is targeting over £3bn of equity deployment over the next three years focused primarily on mid-market companies or assets in UK, Europe and N. America. 💡Find out more about USS on their website: https://www.uss.co.uk/

Many people within infrastructure might be asking; what will the US midterms actually mean for the asset class? The 2026 midterms are looking likely to produce a split Congress. While this result will extend current federal gridlock, it doesn’t necessarily mean a reversal in direction for infrastructure. States still retain their role as the primary driver of new projects. And with 39 governorships on the ballot (21 without an incumbent), a largely new wave of state leaders will be shaping infrastructure agendas from January. At a federal level, the BUILD America 250 Act faces a hard reset if it isn't passed before the new Congress convenes, which leaves funding uncertain. Whatever the outcome in November, that uncertainty only reinforces the growing role private capital has to play in closing the infrastructure funding gap. 🔗Read our full analysis here on the potential implications: https://lnkd.in/dZUQPSyJ

Our recent deep dive with Freshfields into international regulatory and transaction landscapes finds a concerning theme emerging in many jurisdictions – something Competing for Capital refers to as “retrospective risk”. For investors, mid-stream policy shifts and tweaks to existing legislation can quietly rewrite the economics of capital that has already been committed. Countries may have sophisticated investment frameworks but these mean little if regulation is unpredictable and inconsistent. In our latest Talking Global Infrastructure podcast, GIIA Corporate Affairs Director Simon Montague outlines just a few recent examples of these policy changes. 📖 Read the full report to explore how regulatory credibility has come to function as a form of capital in itself: https://lnkd.in/ei6qUt2f 🎧 The full podcast episode can also be accessed here: https://lnkd.in/eyd7fMBZ

We’re excited to welcome TPG Transition Infrastructure as the latest member of the Global Infrastructure Investor Association. ⭐ TPG Transition Infrastructure is TPG’s dedicated infrastructure strategy, focused on acquiring and building the essential, decarbonizing real assets of the global economy. Employing a disciplined value-add approach, the strategy targets investments across four core themes: Power Generation, Transport & Logistics, Infrastructure Services, and Environmental Services. Welcome to GIIA! We look forward to working alongside TPG as we drive conversations globally around the role of private capital in the energy transition.

It's clear that removing permitting, planning and consenting delays can be crucial in derisking projects for investors. And our newest report with Freshfields, Competing for Capital, analyses which governments are getting this right - ensuring they stay competitive in the global race for capital. From Germany’s Infrastructure Future Act, to the UK's Nationally Significant Infrastructure Projects regime, to Italy’s simplification of environmental permitting - each of the jurisdictions examined in our report demonstrate broad international consensus aimed at boosting attractiveness to private investors.   However, as Freshfields Co-head of Energy and Real Assets Jessamy Gallagher demonstrates, there is an outstanding gap between legislative ambition and what investors experience during deployment. The real test for countries now lies in effectively implementing reform at regional and local levels. 🎙️Watch our latest episode of Talking Global Infrastructure on YouTube or listen wherever you stream your podcasts: https://lnkd.in/dNnWGZDj 📝Read more in the full Competing for Capital report here: https://lnkd.in/dQNpghuf

Welcome to the newest members of GIIA, Manulife Wealth & Asset Management! 🎉 Manulife Investment Management is the asset management arm of Manulife Financial Corporation. It draws on more than a century of financial stewardship and the full resources of its the parent company to serve institutional investors worldwide. Manulife seeks to be a global leader of sustainable asset management, creating long-term value for stakeholders while helping realize a sustainable trajectory for the global economy. It develops innovative global frameworks for sustainable investing, collaboratively engaging with companies in its securities portfolios and maintaining a high standard of stewardship where it owns and operates assets. We are excited to bring Manulife into our network of over 130 members worldwide - spanning leading infrastructure investors and advisors to the sector.

From the UK’s National Wealth Fund to Australia’s Clean Energy Finance Corporation, many governments around the world are showing their commitment to working together with investors to bring in private capital. Our new report with Freshfields, Competing for Capital, explores how governments are using financing tools to derisk long-term projects by co-investing in critical infrastructure. In the global race for capital, this is a clear way for countries to signal their credibility and commitment to investors. 🌎 To read more about the themes shaping the shifting global investment landscape, have a look at the full report on our microsite: https://lnkd.in/erd2VwY4 If you haven't yet, listen to our latest episode of Talking Global Infrastructure breaking down the report, featuring Simon Montague and two of Freshfields’ lead authors Jessamy Gallagher and Alastair Mordaunt -https://lnkd.in/eyd7fMBZ

Our latest Global Infrastructure Index, conducted by Ipsos, shows that one in three respondents across 29 countries see rail infrastructure as a national priority for investment.🌎   Within Europe, investment in rail topped the list of infrastructure priorities in Hungary, Sweden and Spain. It also appeared as a high priority in Germany, the UK and France.   Our CEO, Jon Phillips said: "As the European public change the way they commute and travel to be more sustainable, better rail service should focus on giving people faster, easier and more reliable journeys. The public themselves have sent a message that investment in rail should be prioritised, and Europe’s high-speed rail ambitions can deliver many of these improvements - but only if investment keeps pace."   The pressure is now on delivery as governments compete to bring in global investment that will keep the sector on the right track.🚄 Read more of our survey insights here: https://lnkd.in/e87H7Y-m