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Why would you add water to a portfolio?
Canadian portfolios generally lack exposure to water infrastructure
- Bias towards Canadian equities.
- Lack of depth in publicly traded Canadian equities within water theme.
Attractive investment attributes
- Strong, steady water rates with upward bias.

Forecasted global infrastructure spending of $22 trillion until 2030. In the U.S. there are 300,000 water leaks p.a. and 20% of utilities do not comply with EPA regulations.
- There is no substitute for water. By 2025, two thirds of the world will have water shortages.
Superior risk/return performance
- Since 2000, a diversified water portfolio has been less risky than the MSCI World Equity Index, but generated higher returns.
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