Private Credit

Infrastructure Debt Edge

June 2026 – 2 min read

In this Q&A with AM Best, Orhan Sarayli highlights how infrastructure debt can enhance insurer portfolios through strong risk-return attributes, diversification and long-duration cash flows.

How does infrastructure debt fit into an insurer’s asset allocation?

Infrastructure debt offers several benefits to an insurance strategy. First and foremost, it has demonstrated strong performance from a loss perspective. From a risk perspective, its capital protection and strong risk-return attributes can add meaningful value to an insurer’s portfolio. Additionally, it provides diversification benefits and typically consists of long-lived assets, which can be accretive in extending a portfolio’s duration profile.

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Headshot of Orhan Sarayli smiling at the camera.

Orhan Sarayli

Head of North America, Infrastructure Debt

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