More people. More power. More data. Aging systems.
By 2050, nearly 70% of the world’s population will live in cities, driving major increases in demand for transportation, utilities and smart infrastructure, according to United Nations-Habitat.
Simultaneously, according to the International Energy Agency, an estimated $4 trillion per year is required through 2030 to modernize and electrify global energy systems.
AI is intensifying these pressures — contributing to 63% of U.S. GDP growth in the first half of 2025, according to Bank of America — even as essential infrastructure continues to age. According to the Conservation Foundation, 80% of water systems in the U.S. are now more than 40 years old.
These forces don’t exist in isolation. They compound. The result: a widening gap between what modern economies need and the capital historically allocated to maintain and upgrade the systems that support them. This gap is where infrastructure investing plays a critical role.
If you’re an RIA exploring how infrastructure can potentially enhance client portfolios, let’s connect.
Note: Investing involves risk and principal loss is possible. Distributed by Foreside Funds Distributors LLC. For important information about the Fund, please click here.