Morrison is a leading alternative asset manager.
We invest wisely in ideas that matter.
We use our experience as owners and operators of real assets to identify and invest in listed infrastructure opportunities aligned with our purpose-driven approach.
With a deeply experienced global investment team dedicated to the infrastructure sector, we are well positioned to invest early into liquid investments emerging from long term thematic changes in infrastructure required for a healthy, prosperous and sustainable society.
For over a decade we have been trusted by sovereign wealth and pension funds who invest in our high conviction global listed infrastructure investment approach.
Learn more about our sector-specialist approach to the listed infrastructure opportunity
View our Capabilities
The opportunity
We invest in infrastructure that is critical to the functioning of society. By focusing on 'ideas that matter' we are looking to invest wisely in infrastructure solutions that will help solve some of society's biggest challenges.
Thematic long-term trends are changing the way infrastructure is used to support communities over a long-term horizon. Listed infrastructure companies provide a broad and liquid global investment opportunity.
Investment approach
Our investment team collaborates across both listed and private markets. Our clients benefit from our sector-wide insights into relative valuation and key investment risks.
Our global portfolio of unlisted infrastructure assets provides unique and valuable access to industry expertise and financial networks. These infrastructure sector insights and thematic led research underpin the conviction we have in our fundamental bottom-up research and long-term investment approach.
The real asset characteristics of infrastructure, paired with a dedicated team of sector specialists, lend themselves to a high conviction approach and a whole of asset ownership engagement style.
Investment process
Our purpose led research identifies key thematic opportunities. Our in-house real asset knowledge supports our fundamental analysis to identify individual mispricing opportunities in listed markets.
By actively managing portfolios within a strong responsible investment framework, we can navigate the opportunities and challenges faced by companies as the world transitions to a lower carbon economy and essential infrastructure is created to support future societal needs.
Responsible investing
We aim to create long-term value for our clients, the environment and society.
We integrate responsible investment into the entire investment process, and we remain active owners of the businesses in which we invest throughout our ownership.
Our Responsible Investment Policy and Sustainability Framework are applied across Morrison's global operations and investment activities.
Industry leadership
We are committed to collaborating on ESG initiatives and programs with external stakeholders.
We have been a member of the UN Principles for Responsible Investment (PR) since 2010 and also collaborate with the Investor Group on Climate Change, GRESB, the Science Based Targets initiative, the Responsible Investment Association of Australasia and the Sustainable Digitalisation Project.
Stewardship
As a long-term investor, we engage with management teams to provide our sector specialist thoughts into the risks and opportunities, and insights into how other management teams are thinking about key strategic decisions.
We seek to identify and select investments with best in class management teams. Where differences in opinion emerge we typically enter into constructive dialogue resulting in positive outcomes.
Further information about our stewardship approach is available here.
Sustainability risk assessment approach
We adopt a rigorous sustainability assessment.
All potential investments are positively and negatively screened to align with our Responsible Investment Policy. We rank every potential investment using multiple ESG principal adverse impact metrics to supplement third party rating agency scores. We conduct additional research on companies that are making an important contribution to the energy transition but have a high carbon intensity.
We have high expectations and demanding thresholds for a company to be classified as sustainable.
VIEW OUR SUSTAINABILITY APPROACHListed investment team
Our dedicated listed investment specialists have delivered attractive results for sovereign wealth and pension funds for more than a decade.
The team has a wide breadth of experience spanning venture capital, corporate development, advisory, and public and private markets.