IFM Investors is expanding its infrastructure portfolio by increasing exposure to growth sectors through value-add strategies, according to vice-president Vivien Cheung. The move represents a strategic shift for the investment manager, which traditionally focused on core infrastructure assets. Cheung indicated that this approach would complement existing core holdings rather than replace them.

Value-add strategies in infrastructure typically involve identifying underperforming assets or those with operational improvements available. This approach allows investors to potentially generate higher returns than traditional core investments while accepting some additional risk. The strategy aligns with broader market trends where institutional investors seek enhanced yield in a low-interest-rate environment.

By diversifying into value-add opportunities, IFM Investors aims to capture growth potential in sectors like energy transition and digital infrastructure. This expansion reflects the evolving nature of infrastructure investment as markets mature and investors become more sophisticated in their approach to asset allocation.