Explain the underlying thesis
The investment memorandum should describe where returns originate, what can go wrong and how downside scenarios have been assessed.
Investor Communications
Institutional Investor Relations & Portfolio Oversight
Clear information, realistic assumptions and disciplined engagement around long-life assets.
Understanding The Mandate
Which investors are the intended audience, and what information are they entitled to receive?
Asset Management & Investment Platforms
Investors in infrastructure and real assets need visibility into more than a single projected return. They are taking exposure to contracts, operating performance, jurisdiction, governance and future financing requirements, often over many years.
AFII's platform practice considers how assets and investment propositions can be presented and monitored for institutional counterparties. Any formal investment distribution, asset-management engagement or placement process must be undertaken by appropriately authorised parties where required.
The Issues That MatterWhat The Structure
What The Structure
Needs To Address.
Each mandate needs a different balance of structure, commercial judgement and execution. These themes explain the practical issues that usually shape the work.
Make reporting useful
Operating KPIs, financial statements, covenants and significant events should form a consistent reporting rhythm.
Respect investor protections
Conflicts, consent rights, valuation governance and material changes must be managed in accordance with agreed documents and law.
A Practical PerspectiveWork From The
Work From The
Underlying Facts.
Nothing replaces the review of contracts, financial information and the particular circumstances of the borrower, project or investment. Each engagement remains specific to the transaction, counterparties and jurisdiction involved.
Discuss This RequirementFrom The Published Directory
All Transactions Related Published References.
Renewable EnergyWind Project
Counterparty not published
Housing & Urban DevelopmentResidential Apartments
Counterparty not published
Renewable EnergyEnergy Platform Securitization
Counterparty not published
Renewable EnergyRenewables Refinancing Vehicle
Counterparty not published
Energy TransitionEGL — Romania
Counterparty not published
References are drawn from AFII’s published transaction directory. Some entries describe historical, proposed or confidential assignments; inclusion does not establish that every project reached financial close. Photographs are editorial illustrations, not authenticated project images.
Start With The MandateTell Us About The
Tell Us About The
Business Behind It.
Whether the discussion concerns a project, operating company or investment structure, we begin with what the business needs to achieve and what information is available.