Energy Transition Is Having a Moment, but Does It Have Staying Power?

Jan Mende describes energy-transition investments and how they can be incorporated into the portfolios of institutional investors.

The Road to Building Better Infrastructure Benchmarks

Jan Mende explains how infrastructure benchmarks are evolving and becoming more sophisticated.

Pandemic Has Muted Impact on Private Real Estate; REITs Underperform

All sectors of the NCREIF Property Index saw negative appreciation, but income remained positive except in the Hotel sector. REITs trailed equity benchmarks

10 Questions to Address in Evaluating Infrastructure Managers

Read My Paper In my white paper, “Infrastructure: No Longer a Niche Option,” I discussed the characteristics of the infrastructure asset class, both listed and unlisted, and outlined the considerations that institutional investors need to weigh as they consider an allocation to this asset class or evaluate an existing one. In this blog post I provide additional […]

What Limited Partners Are Saying About Infrastructure

Jan Mende of our Real Assets Consulting group recently discussed the sentiments of U.S. limited partners (LPs) about infrastructure in a video interview. Interest in the asset class is growing, she said. Investors who have made allocations to infrastructure are satisfied with its performance and would like to increase their exposure, while investors not yet in […]

Jan Mende in Pensions and Investments: Infrastructure

Callan’s Jan Mende recently appeared in the Pensions and Investments roundtable feature, “What Does the Future Hold for Infrastructure Investing?” covering a wide-ranging set of topics of interest to infrastructure investors.