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Memos from Howard Marks: Ruminating on Asset AllocationBrookfield Oaktree Wealth Solutions today announced the launch of the Brookfield Infrastructure Income strategy (“BII”) in Europe and Asia Pacific. Brookfield Oaktree Wealth Solutions’ flagship infrastructure offering for private professional wealth investors is managed by Brookfield, one of the world’s largest and most experienced investors, owners, and operators of infrastructure. The strategy seeks to provide diversified exposure to high-quality, private infrastructure equity and debt investments.
NEW YORK – February 6, 2023 – Brookfield Oaktree Wealth Solutions, a leading provider of alternative investments to financial advisors and their clients globally, today announced the launch of the Brookfield Infrastructure Income strategy (“BII”) in Europe and Asia Pacific. Brookfield Oaktree Wealth Solutions’ flagship infrastructure offering for private professional wealth investors is managed by Brookfield, one of the world’s largest and most experienced investors, owners, and operators of infrastructure. The strategy seeks to provide diversified exposure to high-quality, private infrastructure equity and debt investments.
BII’s investment objective is to maximize total returns through growth of capital and current income. BII will leverage Brookfield’s leading infrastructure platform, investing in individual deals that meet the strategy’s investment criteria. Brookfield has seeded the strategy with over US $1 billion of private investments with further contributions expected over the coming months. To allow the offering of periodic liquidity, the strategy will have a dedicated allocation to public infrastructure debt securities, which will be managed by Brookfield’s Public Securities Group.1 BII is now available to select Brookfield Oaktree Wealth Solutions private banking partners and financial advisors in Asia Pacific and Europe.
“Brookfield is a long-standing leader in the infrastructure space, and we are excited to have the opportunity to pave the way for the industry by offering a dedicated private infrastructure strategy to the wealth market through Brookfield Oaktree Wealth Solutions,” said David Levi, Head of Brookfield Oaktree Wealth Solutions. “Through this launch, we look forward to strengthening relationships with our partners by helping them provide unique investment opportunities to their clients that are backed by Brookfield’s global reach, large scale capital, and operational expertise.”
Infrastructure assets such as utilities, pipelines, ports, and telecom towers are essential for the functioning of the economy and society, and while not agnostic to the market environment, we believe this asset class plays an important role in client portfolios.
“We believe the key characteristics of infrastructure assets can provide investors several benefits across market cycles including stable income, capital appreciation, low volatility, a hedge against inflation and rising interest rates, and diversification,” said Chloe Berry, Head of the Brookfield Infrastructure Income strategy. “Brookfield continues to see a robust pipeline of infrastructure investment opportunities and believes the addition of this asset class to an investor’s portfolio may provide resiliency and inflation protection in today’s environment.”
Brookfield Oaktree Wealth Solutions launched in April 2021, with the goal of providing institutional-caliber alternative investment products to individual investors.2 The platform now offers a variety of liquid, semi-liquid, and private strategies across real estate, infrastructure, credit, and private equity with the support of Brookfield Asset Management and Oaktree Capital Management.
Advisors interested in learning more about Brookfield Oaktree Wealth Solutions should email info@brookfieldoaktree.com.
About Brookfield Oaktree Wealth Solutions
Brookfield Oaktree Wealth Solutions is a leading provider of alternative investments to advisors and their clients globally, helping them meet their overall financial goals. The global scale and multi-decade track records of our parent companies, Brookfield and Oaktree, place us among the leaders in alternative investing. For more information, please visit our website at www.brookfieldoaktree.com. Brookfield Oaktree Wealth Solutions is registered as a broker-dealer with the U.S. Securities & Exchange Commission (“SEC”) and is a member of Financial Industry Regulatory Authority, Inc.) (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”).
Media Contact:
Rachel Wood
Tel: 1.212.618.3490
Email: rachel.wood@brookfield.com
1 Liquidity is discretionary and has quarterly limits and may be waived, modified, suspended and/or terminated.
2 The distribution of BII in Hong Kong is limited to high-net-worth professional investors.