Commentary

Investment News: Private Infrastructure Gains Ground as Advisors Rethink Allocations

Irina Zilbergleyt discusses growing advisor interest in infrastructure and the implications for portfolio construction.

As financial advisors reassess private infrastructure’s place in client portfolios, InvestmentNews explores allocation decisions, investment risks, and the influence of AI-related demand. The feature includes insights from Irina Zilbergleyt, Managing Director and Global Head of Distribution and Product Strategy for ISQ OpenInfra at I Squared Capital.

Drawing on the ISQ OpenInfra Index, a survey of 250 advisors, Zilbergleyt notes that roughly half cited digital infrastructure and AI-linked demand as a driver of client interest. She also explains I Squared’s approach to identifying infrastructure investments: demand for essential services supported by durable physical or contractual competitive advantages.

Zilbergleyt highlights a shift in how surveyed advisors view the asset class, with increasing emphasis on capital appreciation. While institutional investors have traditionally funded infrastructure allocations from fixed income and credit, she suggests that wealth portfolios may draw from both fixed income and equities as investment objectives evolve.

Read the full article in InvestmentNews >

 

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