01 August 2024 | 1 min.

The value of integrated portfolio management for real assets

With infrastructure, real estate, and agriculture and forestry, investors can respond to the same themes and megatrends that are the driving forces behind futureproof investment portfolios. Take urbanisation and digitalisation for example, which lead to an increasing demand for social infrastructure and data centres respectively. As investment propositions, these two examples have the characteristics of both real estate and infrastructure, with an increasing overlap in the field of risk return profiles and structures. That is why a.s.r. real assets investment partners classify these asset classes as one category: real assets. From a portfolio management point-of-view, it is essential to have an integrated approach to guarantee coherence within the portfolio, protect against unnecessary risks and ensure that investment propositions do not fall between the cracks at the intersections of the various real asset classes.

Disclaimer

This is a marketing communication for professional investors. Investing involves risks. You could lose your money. Past performance is not indicative of future results. Before making any decision to invest, all features and goals of the investment product need to be taken into consideration, as set out in the investment product’s prospectus. a.s.r. real assets investment partners is a trade name of ASR Real Estate B.V. and listed in AFM’s register. More information on the investment service of a.s.r. real assets investment partners is available at asrinvestmentpartners.com/services. This communication has been drafted as carefully as possible. This notwithstanding, information in this communication may not be complete or fully accurate. Liability as a result of this marketing communication is not accepted.

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