United StatesIn today’s fast paced markets, infrastructure often gets overshadowed by more headline grabbing themes. Yet the foundational systems that enable modern life remain a durable and often underappreciated source of opportunity for forward thinking advisors and their clients.
The Impax Global Infrastructure ETF (BLDX) provides streamlined access to sustainable infrastructure, providing a flexible allocation that can help address real portfolio challenges.
Roles sustainable infrastructure can play in a portfolio
- Defensive equity exposure
Sustainable infrastructure sits at the intersection of defense and growth. The assets involved (electricity, water, mobile data, transportation) deliver essential services. Demand tends to remain steady even during economic slowdowns, which may help reduce volatility relative to broader equity markets. - Inflation-aware allocation
Many infrastructure assets operate under regulated or contractual frameworks that allow revenues to adjust with inflation over time. Utilities, toll roads, and certain digital infrastructure assets often include pricing mechanisms designed to help preserve real cash flows as costs rise. - Potential income source
Infrastructure businesses typically generate predictable, recurring cash flows. That consistency may support attractive dividend profiles, potentially offering clients a source of income without relying exclusively on traditional fixed income allocations. - Exposure to long-term secular growth opportunities
Governments and corporations are investing in modernizing aging infrastructure and building new systems to support decarbonization, electrification, and digitization. These structural shifts are not short-term cycles; they represent multi-decade investment themes with long runways for potential growth.
For investors, this versatility matters. Instead of adding complexity, sustainable infrastructure can simplify portfolio construction by covering multiple objectives in a single allocation.
Making it real: infrastructure you use every day
Sustainable infrastructure is not an abstract theme. We all interact with infrastructure constantly, often without realizing it. Bringing those real‑world connections into strategic conversations can make the investment case clearer and more intuitive.
- Powering homes, cars and communities: utilities are upgrading grids to handle renewable energy and electric vehicle adoption – changes that directly affect how your clients power their homes and cars.
- Keeping people connected: digital infrastructure including data centers, cell towers and fiber networks make remote work, telemedicine, and streaming possible.
- Access to clean water: water systems ensure safe drinking water and wastewater treatment, a growing priority as populations expand and risks increase.
- Improving energy-efficiency: energy efficiency solutions help buildings use less power and reduce emissions. Clients feel the impact in the form of lower utility bills and upgrades in the buildings they visit regularly.
Connecting sustainable infrastructure to these familiar examples helps clients see what they’re investing in and why it matters. When clients understand how these assets support their daily lives, the allocation becomes easier to explain and easier to stay committed to during periods of market stress.
Why the ETF structure matters
Historically, infrastructure strategies were difficult to access because they were often only offered in private markets or complex vehicles. The ETF vehicle changes that.
BLDX seeks to offer:
- Daily liquidity and transparency
- Global diversification across infrastructure subsectors
- A modern, easy-to-use structure built for today’s portfolios
For advisors, that means institutional-style exposure without operational friction, making sustainable infrastructure easier to implement, rebalance, and explain.
This is no longer a niche allocation. It is a practical, real-world solution for portfolios, one that seeks to align client values with durable cash flows, inflation awareness, and long-term growth.
Learn more about BLDX: BLDX ETF | Impax Global Infrastructure ETF
Disclosures:
Impax funds are distributed by Foreside Financial Services, LLC. Foreside Financial Services, LLC is not affiliated with Impax Asset Management LLC.
You should always consider Impax funds’ investment objectives, risks, and charges and expenses carefully before investing. For this and other important information, please obtain a fund prospectus by calling 800.767.1729 or visiting www.impaxam.com. Please read the prospectus carefully before investing.
Diversification cannot assure a profit or protect against loss in a down market.
Risks – Investing involves risk. Principal loss is possible. Non-US securities may have less liquidity and more volatile prices than domestic securities, which can make it difficult for the Fund to sell such securities at desired times or prices. Investments in emerging markets are likely to have greater exposure to the risks associated with investments in non-US securities generally. The values of growth securities may be more sensitive to changes in current or expected earnings than the values of other securities. Value securities are securities the investment adviser believes are selling at a price lower than their true value, perhaps due to adverse business developments or special risks. Investments in real estate investment trusts (REITs) and in securities of other companies principally engaged in the real estate industry subject a Fund to, among other things, risks similar to those of direct investments in real estate and the real estate industry in general.
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