Bonn-based DHL Group has chosen Palladio Partners, the investment boutique specialized in real assets, to build up an infrastructure portfolio on its behalf. The objective: to establish an international diversified portfolio through fund investments and secondaries. In addition, co-investments and direct commitments will also play a role.
Both parties agreed to keep the mandate volume confidential. The plan is to reach the overall target volume by year-end 2026.
Palladio Partners offers German institutional investors access to global investments in real assets and in particular in infrastructure investments. With offices in Frankfurt and Luxembourg, the owner-managed investment boutique has a team of over 70 staff members and manages total assets of more than EUR 9 billion (incl. advisory mandates).
Christian Mehlinger, Vice President Group Pensions at DHL Group, commented on the decision: “We decided in 2022 to invest in infrastructure as an asset class. It offers a very good risk-return ratio and is also of great interest in terms of sustainability criteria. For us, it was crucial to find a strategic partner who can advise us personally on all topics relating to infrastructure investments and is able to support us in establishing a long-term, well-diversified and successful portfolio.”
Michael Rieder, Managing Partner at Palladio Partners said: “We are delighted that we were the ones chosen and welcome the DHL Group as our new client. When we talk about the sustainable transformation of our economy, the focus is on infrastructure. Private capital from pension provisions can make a major contribution toward achieving this. Our role as a service provider is not only to offer access to appealing investment opportunities, but also to support our clients, for example, in making sustainability quantifiable and identifying key figures for their reporting.”
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