Infrastructure is a good long-term asset for pension plans, aligning with liabilities and providing insulation in inflationary periods.  Lots of attention is devoted to unlisted assets, but listed assets provide several complementary advantages, from access cost & transparency on one hand to liquidity, scalability & capacity on the other.

Combining listed & unlisted assets can strengthen portfolio construction, instituting a total portfolio approach, minimizing the issues that arise when a denominator effect is triggered.  The panel will discuss how listed assets expand the control pension plans can exert in their portfolio management.

Supported by BMO Global Asset Management