Press Release
Brookfield Expands Semi-Liquid Infrastructure Strategy to Japanese Private Wealth Investors
05.11.2023
1 min read

NEW YORK – May 10, 2023 – Brookfield Oaktree Wealth Solutions, a leading provider of alternative investments to financial advisors and their clients globally, today announced the expansion of Brookfield Infrastructure Income strategy (“BII”) to professional wealth investors in Japan. The flagship infrastructure offering for private wealth investors, which was launched in certain jurisdictions in Asia Pacific and Europe in February, has raised nearly $800M since inception. The strategy is managed by Brookfield, one of the world’s largest and most experienced investors, owners, and operators of infrastructure assets.

BII is a comprehensive infrastructure strategy that invests directly in both infrastructure equity and debt investments. The strategy leverages Brookfield’s $215B infrastructure platform to invest in individual deals that meet the strategy’s investment criteria in renewable power and transition, data, utilities, transport, and midstream. Brookfield focuses on infrastructure assets that provide essential services with inelastic demand, have high barriers to entry, and sustainable, long-term cash flows, often linked to inflation, among other attractive investment characteristics.

“The demand for alternative investments in the Japanese market is growing rapidly and investors are seeking solutions that provide stable income, portfolio diversification, and a hedge against inflation,” said David Levi, Head of Brookfield Oaktree Wealth Solutions. “Backed by Brookfield’s scale and long-standing history in infrastructure, BII offers certain individual investors a new, income-oriented way to gain access to an asset class that has been primarily reserved for institutional investors. We are proud to expand the strategy to private bankers, financial advisors, and their clients in Japan, and look forward to continued global growth across the private wealth market.”

“Digitalization, decarbonization, and deglobalization are three trends that are driving the need for enhanced infrastructure globally. With a robust pipeline of infrastructure investment opportunities and the current market environment, we believe there has never been a more attractive time to invest in the asset class than today,” said Chloe Berry, Head of the Brookfield Infrastructure Income strategy. “The initial growth of the strategy since launch is a testament to the BII strategy and we are excited to expand BII’s offering to Japanese investors.”

Brookfield Oaktree Wealth Solutions launched in April 2021, with the goal of providing institutional-caliber alternative investment products to individual investors. The platform now offers a variety of liquid, semi-liquid, and private strategies across real estate, infrastructure, credit, and private equity with the support of Brookfield Asset Management and Oaktree Capital Management.

About Brookfield Oaktree Wealth Solutions
Brookfield Oaktree Wealth Solutions is a leading provider of alternative investments to advisors and their clients globally, helping them meet their overall financial goals. The global scale and multi-decade track records of our parent companies, Brookfield and Oaktree, place us among the leaders in alternative investing. For more information, please visit our website at www.brookfieldoaktree.com. Brookfield Oaktree Wealth Solutions is registered as a broker-dealer with the U.S. Securities & Exchange Commission (“SEC”) and is a member of Financial Industry Regulatory Authority, Inc. (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”).

The commentary and the information contained herein are for educational and informational purposes only and do not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy shares of BII Fund S.A. SICAV-RAIF – BII SICAV – I.

Media Contact:
Rachel Wood
Tel: 1.212.618.3490
Email: rachel.wood@brookfield.com