Infrastructure Investor Responsible Investment Forum

• How has investor appetite for sustainability shifted over the past 12 months amid geopolitical pressures?
• Is ESG entering a new phase and how are perceptions of its financial value evolving?
• Is sustainability being priced consistently across regions, or are divergences between Europe, North America, and Asia widening?

• How is renewable energy continuing to gain steam amid the global push for energy security and independence?
• What role does climate policy play in energy security and how has it shifted?
• Can a “pure renewables” model deliver sufficient system stability, or is a broader, agnostic mix, including gas and nuclear, required?
• What are the key barriers to deployment such as permitting, regulation, and infrastructure constraints and how do they impact timelines and scalability?

• How do investors underwrite AI infrastructure when things are moving so fast?

• How can sustainability be tracked across an asset’s whole life?

• What signals should prompt investors to revisit past decisions?

• How data centre infrastructure must evolve from grid consumers to grid assets
• What new initiatives, such as floating data centres in the Netherlands, will need to be introduced to cut energy use, lower costs, and reduce emissions?
• How must financing models evolve to meet with the demand and how are LP requirements changing?

• How to build robust and effective exposure assessments across all the sub-asset classes, including transport, utilities etc
• How to evaluate and prioritise the benefits of different adaptation strategies in a no one-size-fits-all scenario
• How to make informed capital allocation decisions for resilience under deep uncertainty, balancing upfront capex against unclear future loss avoidance, evolving climate models, and imperfect risk pricing across portfolios
• How blended finance, impact-linked investments, strategic social procurement, and digital inclusion can deliver and scale climate adaptation solutions

The session will explore how sustainability drives value, with a fund manager and institutional investor assessing a hypothetical infrastructure investment with sustainability considerations. They will approach it as a real case, posing key questions and evaluating risks, before the audience is invited to challenge their views and decide whether they would invest.

• How infrastructure debt can facilitate responsible investing while managing risk exposure in an evolving regulatory and environmental landscape
• To what extent have recent geopolitical uncertainties affected demand for sustainable debt strategies?
• Navigating LP expectations regarding ESG integration in debt financing and project selection

• Is LP ambition outpacing manager implementation?
• How are LP expectations evolving around transparency and accountability?
• What's next for the integration and monetisation of sustainable infrastructure investments?