Manager Overview

4D Infrastructure is a boutique asset manager investing in listed global infrastructure companies. It was established in April 2015 in partnership with Bennelong Funds Management, with principals Sarah Shaw and Greg Goodsell supported by four investment analysts. The team has significant experience in global infrastructure, built around industry, sector, regional and company knowledge. Their varied backgrounds across sell side, buy side, portfolio management, equities research and strategy, debt, fund start-up, investment banking and consulting across both listed and unlisted infrastructure bring diverse thinking to the team's decision-making.

Manager's responsible investing approach

4D Infrastructure aims to offer a robust, transparent, and accountable ESG framework in its investment activities. They integrate ESG considerations into every stage of the investment process. Starting with an initial screening that factors in ESG to define its Core Investible Universe, the firm extends its ESG scrutiny to both country and individual stock analysis. Countries are evaluated based on financial, economic, political, and ESG risks, with the latter often supplemented by external consultants. These assessments influence portfolio exposure limits. At the stock level, ESG metrics cover a range of considerations from environmental sustainability to governance structures. The firm's analysts, aided by external ESG consultants, continuously monitor these aspects and are trained to remain abreast of best practices. As a UNPRI signatory, 4D actively engages with portfolio companies to foster enhanced ESG practices and transparency. The firm also provides detailed ESG performance reports to investors and stakeholders, while committing to adapt its responsible investment processes in line with evolving data, regulations, and stakeholder requirements.