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in particular Palladio (Luxembourg) S.à r.l. and Palladio Management GmbH
(hereinafter referred to as "Palladio Partners").
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Our investment solutions
Global investments. Individual solutions.
We focus on implementing the specific needs of institutional investors in global real assets, most of whom are drawn from Germany, and especially on infrastructure, private equity, and private debt.
Our long-term international partnerships give us access to these asset classes and allow us to offer tailor-made solutions.
In addition, we are particular experts in the German market: Roughly one-third of the money we manage or advise on is invested in German infrastructure.
Factors that we take into account include:
The risk-return profile
Cost efficiency
The regulatory environment
Sustainability aspects
Access types
The structure of the investment vehicle concerned
Infrastructure, private equity, and private debt investments – global partnerships lead to success
It doesn’t matter whether we’re talking about investment focuses, access channels, or products ‒ the solutions we develop for our customers are as individual as their preferences. And we ensure a perfect fit every time.
Significant investments in infrastructure will be needed during the shift to a sustainable economy and on the way towards to net zero. Investments by private pension schemes play a considerable role here. From a risk perspective, infrastructure projects also offer a real advantage: They are only weakly correlated with other investment classes and have therefore become an increasingly important component of institutional portfolios.
Palladio Partners does not focus on a specific sector here, but on all relevant infrastructure sectors. We also invest in both greenfield and brownfield projects. We use our proprietary scoring methodology, among other things, to assess potential investments.
Since 2012, Palladio Partners has made primary and secondary investments, coinvestments, and direct investments in well over 1,000 underlying infrastructure investments.
Transportation and traffic
Road
Rail
Water
Ports and airports
Tunnels/bridges
Utilities
Gas
Water
Electricity
Warehousing
Storage
Other (e.g., municipal utilities, district heating)
Social infrastructure
Schools
Hospitals
Government facilities
Sports facilities
Care homes
Renewable energy
Wind
Solar
Biomass
Communications
Broadband networks
Transmission masts
Data centers
Energy
Conventional power generation
Private equity has seen a long boom for more than 10 years. A clear focus is needed to ensure that returns remain first-rate in a challenging market environment.
Obtaining access to these investments and assessing them correctly are particularly challenging, which is why our clients rely on us for this.
Our team members are pioneers in the private equity asset class in Germany and have been investing in this area since 1999, building up decades of expertise over multiple business cycles. Our excellent performance and first-rate track record show that our approach is the right one.
In the years since the global financial crisis, private debt has grown from a niche investment into a fully-fledged, independent asset class that is highly significant for institutional investors. The retreat by a large number of traditional lenders such as banks and savings banks has substantially strengthened the trend toward private debt finance. Now, as competition increases in this area, a clear investment focus is becoming more important.
We develop tailor-made solutions for our clients and build fund portfolios to match their risk-return preferences, from senior direct lending to distressed debt. We avoid funds with standardized or easily replicable investment strategies whose primary competitive advantage lies in low capital costs. Instead, we deliberately partner with funds that have clearly differentiated themselves over time, e.g., through an established niche focus, a differentiated investment approach, or their experienced management teams.
Our managed accounts offer clients individual portfolio solutions for real asset investments in the infrastructure and private equity/private debt areas. We work together with our clients to develop specific individual strategies that reflect their desired risk-return profiles and are based on extensive in-house research. When implementing them, we take aspects such as cost efficiency, the regulatory environment, sustainability aspects, and appropriate access channels into consideration.
We support and manage portfolios across the entire investment cycle. We conduct extensive due diligence before any concrete investment decisions are made. And we include our clients in this process consistently and transparently.
We also offer an optional AIFM service for managed accounts via our Luxembourg-based platform.
Our proprietary risk management system ‒ which takes both qualitative and quantitative aspects into account ‒ is deployed throughout the entire portfolio management process.
Our Rotonda fund family offers clients access to direct infrastructure investments via a variety of different fund flavors. These include both global coinvestments and direct investments in Germany.
We take a best-in-class approach with our fund of funds and offer a range of access channels. In particular, our long-term global partnerships with fund managers enable clients to invest in both the primary and the secondary market.
When selecting fund managers, we can leverage our network of long-term global partnerships stretching back more than 15 years – even before Palladio Partners was founded. Over the last decade, we have established a large number of long-term partnerships with fund managers in the areas of infrastructure, private equity, and private debt, choosing our partners on the basis of a wide range of strict criteria.
At the global level, we offer not just investments via fund managers but also equity interests in selected projects and companies, based on our established long-term partnerships with leading infrastructure and private equity investors. Our regional focuses here are on Europe and North America. These coinvestments enable our clients to invest directly in selected projects together with local experts.
In Germany, we use our years of in-depth expertise to provide institutional clients with direct market access to infrastructure projects and companies. Our long-term partnerships (with e.g., project developers, industrial enterprises, municipal utilities, and municipalities) focus on Germany’s middle market segment. In the municipal sector, our subsidiary Palladio Kommunal acts as a direct contact for municipalities and municipal utilities looking for new, innovative financing options.
Our team members are real asset investment pioneers, leveraging their years of experience over multiple business cycles and our established global network. The result: A team whose members complement each other and that can examine the issue from all perspectives. This allows us to identify market changes together with our clients and implement attractive investment ideas.
We work with our clients to develop specific, tailor-made investment strategies that meet their requirements ‒such as for risk-return profiles, for example. When implementing these strategies, we take aspects such as cost efficiency, the regulatory environment, sustainability aspects, access channels, and appropriate investment vehicle structures into consideration. Independent, individual advice is especially important given the illiquidity associated with real assets.
‒ using a proprietary risk management system
We set store by transparency across all phases of the investment process. This is why we include our clients throughout the due diligence process for investment decisions. This also applies to portfolio construction and to monitoring, financial control, and reporting for the mandates.
We use a proprietary risk management system throughout the portfolio support and management process that incorporates both qualitative and quantitative aspects. The goal is to obtain a uniform risk perspective on investments and hence to permit comparability. The system offers a uniform taxonomy and a flexible data interface to clients, as well as allowing a look-through down to the project level. We also use it to create individual, client-specific evaluations or supervisory reports.
Investment highlights
Many years’ experience. Inspiring successes.
Our approach has proven successful in many investments.
