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Infrastructure Transition Debt

The Infrastructure Transition Platform is designed for investors seeking to diversify into essential infrastructure debt products focusing on energy and digital transitions, while benefiting from a stable long-term return, a resilient risk profile and extra-financial performance in line with green growth objectives.

Schelcher Prince Gestion has expertise in Infrastructure Transition Debt offering, through a range of debt funds and mandates, a new opportunity to finance energy, environmental, and social transitions across the European Economic Area and  deliver sustainable performance for our clients.

Our ambition

THE AMBITIONS OF THE INFRASTRUCTURE TRANSITION PLATFORM

  • Provide our investors with the opportunity to become with us major players in the European energy, digital, environmental and social transition, by leveraging the ambitions of the Green New Deal and the European Union's NextGenerationEU recovery plan.
  • Offer a diversified range of investment products of Infrastructure debt, benefiting from stable, recurring, long-term returns that are uncorrelated with economic cycles, while promoting projects and players in the energy and environmental transition and digitalization in line with the Article 8 and Article 9 SFDR objectives.
  • Allow our investors to benefit from the support of the Crédit Mutuel Arkéa group and its insurer Suravenir, from the track record of the experienced management team based on an independent investment strategy, supporting quality and innovative assets and companies in order to optimize the credit risk-return ratio.
  • Contribute to the extra-financial objectives of our investors through the Platform’s investments and thanks to the ESG expertise developed by the Schelcher Prince Gestion and Arkéa Investment Services dedicated teams.

Our achievement

2021 Achievement: €500 million under management, with a fully invested diversified portfolio demonstrating the dynamic sourcing capacity and robust credit analysis of the team.

2022 Achievement: 700m of assets managed by the Infrastructure Transition Platform
Development of 2 multi-investor strategies "Core Infrastructure Transition" and "Impact Infrastructure Transition" and realisation of 4 investments in 5 countries and 3 distinct sectors (wind, fibre and data centre)

AN APPROACH FOCUSED ON ENERGY, ENVIRONMENTAL AND DIGITAL TRANSITIONS IN EUROPE

Our approach consists of 3 major axes:

  • We want to support the major transformations of energy, digital, environmental and social transitions in Europe, such as decarbonization, energy efficiency, digitalization, new mobility and the circular economy.
  • We put ESG criteria at the heart of our investment decisions with Article 8 and Article 9 SFDR reporting.
  • We focus on new sectors and geographies of Infrastructure with the aim of optimizing the credit risk-return ratio.

 

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AN EXPERIENCED AND COMPLETE TEAM

  • A complete team that covers the overall investment process: sourcing, analysis, structuring, legal negotiation, closing and monitoring.
  • Diverses experiences and complementary sectors of expertise within the management team, benefiting from an average of 20 years of experience in the following sectors: telecoms, energy, environment, social and transport infrastructure.
  • A high sourcing capacity with key players in the infrastructure market allowing to identify unique opportunities.
  • A structuring capacity allowing us to get involved upstream of transactions and to negotiate the best terms.
  • An ESG analysis that relies on the extra-financial research team of Schelcher Prince Gestion.

Meet the team here

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THE BENEFITS OF THE ASSET CLASS FOR INVESTORS

  • Underlying assets that provide essential services to the economy and people with low correlation to economic cycles.
  • Stable and predictable returns to investors over the long term through revenues (interest and principal) contracted in the financing documentation.
  • Higher yield than other debt classes due to complexity and illiquidity premiums.
  • Asset resilience, often benefiting from public support, and recording lower historical default rates than other debt classes.
  • Covenants controlling the borrower's business and capital structure to protect lenders.
  • A standard security package allowing a higher recovery rate than other debt classes.
  • Favorable prudential treatment under Solvency 2.