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Long Life Assets Essential to Global Growth

Our $18.3 billion1 global infrastructure & renewable resources program invests in businesses that provide essential services and are necessary for growth and development of economies. Infrastructure businesses tend to be large-scale and asset intensive, and typically generate stable, inflation-linked cashflows. These favourable risk and return characteristics insulate our investments from market cyclicity and provide an attractive match to our clients’ inflation-sensitive liabilities.

AT A GLANCE: INFRASTRUCTURE

INFRASTRUCTURE PROGRAM PERFORMANCE (%)
Annualized returns for the periods ended December 31, 20192


2 Assets in the infrastructure program are valued annually at December 31, and are measured on an internal rate of return basis.
REGIONAL DISTRIBUTION OF INFRASTRUCTURE PROGRAM (%)
As at December 31, 20192


2 Assets in the infrastructure program are valued annually at December 31, and are measured on an internal rate of return basis.

AT A GLANCE: RENEWABLE RESOURCES

RENEWABLE RESOURCES PROGRAM PERFORMANCE (%)
Annualized returns for the periods ended December 31, 20193


3 Assets in the renewable resources program are valued annually at December 31, and are measured on an internal rate of return basis.
REGIONAL DISTRIBUTION OF RENEWABLE RESOURCES PROGRAM (%)
As at December 31, 20193


3 Assets in the renewable resources program are valued annually at December 31, and are measured on an internal rate of return basis.
1 On January 1, 2020, the infrastructure and renewable resource programs were consolidated into the infrastructure & renewable resources program (I&RR). The AUM for fiscal 2020 are combined under the new I&RR program.
INFRASTRUCTURE & RENEWABLE RESOURCES INVESTMENT INVENTORY

OUR INFRASTRUCTURE & RENEWABLE RESOURCES PROGRAM

Our program comprises a portfolio of regulated utilities in the electricity, gas, and water & wastewater sectors; transportation, including roads, rail, bridges and port terminals; telecommunications; as well as investments in timberlands and agri-businesses. It is well-diversified by geographic regions and sectors, with a typical investment horizon that can span over a 20-year holding period.
We focus on meaningful equity positions that allow us to adopt an active governance approach. This approach to governance enables the team to actively manage the assets to increase long-term value and align with the interests of BCI, the portfolio companies, and our clients.

Infrastructure
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Renewable Resources
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About Lumin

Return to Portfolio

Managing Risk

Risk management is integral to our fiduciary role. It’s the process in which we identify, evaluate, control, monitor and communicate risks and opportunities.

Performance

We work in our clients’ best financial interests and are committed to delivering investment returns that help our clients build a financially secure future.

ESG

As a long-term investor, incorporating ESG considerations into our approach is an essential part of who we are and what we do.