We can still feel the effects of the 2008 crisis and amongst them, the fact that financial assets are not the only mean to pursue a sound ALM policy. Real assets proved to be a safe haven as they were less impacted by short term volatility. The trend of investors considering long term real asset allocation despite adverse regulations matches their reluctance in over-securitized savings or technical reserves.
Along with this new environment, investors are in the process of implementing diversification through real estate assets or funds.
In the post crisis context real estate portfolios need renewed assessments and services linked to transactions or packaging investments vehicles.
Investing in private equity and infrastructure meets the same objectives of diversification. For these asset classes, the offer is often bloated and the identification of a skilled team and an appropriate vehicle is of paramount importance. Regulatory constraints can lead to tailored investment solutions.
