INFRASTRUCTURE

Clean Energy Infrastructure − the future energy infrastructure of the world

Investment Types

Global renewable energy assets represent one of the fastest-growing infrastructure sub-sector, worth approx. $500 billion (in 2019) and can offer bond-like stability. Renewable energy assets can provide a long-term stream of stable cash flows with low correlation to the long-term macroeconomic environment.

Clean Energy Infrastructure Strategy

Invests directly in high-quality, utility-scale clean energy assets in North America and Europe.

Investment focus is on opportunities with long-term contracted revenues. Projects include solar, wind, biomass, conventional gas generation and waste gas-fueled power generation.

Investment Highlights

The portfolio includes 7.3 GW of gross power generation across more than 100 projects with $6.5 billion of AUM/tax equity1, and has one of the longest track records in the industry.

Broad exposure to power markets across geographies and technologies, including approximately 5,639MW of solar, 658MW of wind and 992MW of biogas and CCGT, and 2GWh of storage.

Capital Dynamics’ scale positions it as a market leader, resulting in distinct cost and sourcing advantages.

This strategy complements a core infrastructure holding within a portfolio.

1. As of March 31, 2020. Includes assets in renewable energy projects managed by Capital Dynamics, including USD 3.7bn assets under discretionary management and USD 2.4bn tax equity assets. Tax equity is a financing solution for renewable energy projects.
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