Individually Managed Accounts

An IMA provides the investor with the ability to tailor a portfolio of infrastructure assets that meets their individual risk and return objectives.

Assets selected in accordance with agreed strategy
Veto rights ensure control over the direction of the portfolio
Governance model adopted to monitor continued satisfaction of objectives
Including Palisade representation in governance of assets
Financial alignment between Investor and investment manager
Fees based on amount invested not asset values
Performance fees linked to generation of distributable income
Portfolio construction is specifically tailored to enable asset selection with reference to overall portfolio objectives
Developed under Palisade’s portfolio construction and risk management framework

Under existing IMAs managed by Palisade, investors have included the following assets in their portfolios: