As an active long-term investor, we aim to create sustainable value for our clients in a way that also has a positive impact on wider society. We believe that building an inclusive organization will unlock the power of diversity, and by embracing difference, we will achieve better performance and more innovation. For us, striving for inclusion and diversity is not only the right thing to do; it’s the only thing to do.
While investors can approach 2021 with optimism that an effective Covid-19 vaccine will be available, the path of the economic recovery remains unclear. A broader toolkit of investments is needed – not just the regions, sectors and strategies that have recently done well.
We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
9 Years of Industry Experience |
New York, New York
Armin Sandhoevel joined Allianz Global Investors in 2012 as CIO Infrastructure Equity. In
this function, he covers energy-related infrastructure topics and is responsible for the
development of energy infrastructure and impact investment products for third party
investors. His track record shows three successfully closed SICAV-SIF vehicles—with a
cumulative capacity of more than 700MW—of which two are already fully invested in
energy assets located throughout Europe. As of October 2017, together with his dedicated
team, he is responsible for more than one billion euros in assets under management.
Before Armin joined Allianz Global Investors, he founded Allianz Climate Solutions in
2007—the global competence center of the Allianz Group with respect to climate as well as
cleantech matters—and acted as its CEO for seven consecutive years. Currently, he serves
as a member of the Board of Administration. For Allianz, he set up a carbon-related portfolio
investing in emerging markets that his team is managing to date.
Previously, he had been Head of Carbon Risk and had led the risk management of
renewable energy at Dresdner Bank AG.
Armin has gained more than two decades of specific expertise in investment management,
emissions trading and renewable energy financing. He advises national and international
institutions. He is also Counsellor of the German Chapter of the Prince Albert II of Monaco
Listen to Infrastructure Equity CIO Armin Sandhoevel discuss how climate risk affects portfolios today, what investors can do to manage it, and what impact it can have on credit and the banking system. Also: Armin reviews the state of the renewables market in times of COVID-19, discusses the outlook for the asset class, and shares his thoughts on how investors should think about “stranded assets.”
As more energy-infrastructure projects seek financing, institutional investors are playing an increasingly significant role not only as lenders, but as energy suppliers. Partnering with the right active manager – one who has expertise in managing infrastructure projects – is critical to pursuing attractive returns and managing risk.