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25 June 2015

AFME and ICMA release Guide to infrastructure financing in support of the Investment Plan for Europe


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This is the first comprehensive and practical guide to help infrastructure issuers, sponsors and project companies more easily tap various types of funding, including bank, private placement and public project bond financing in Europe.


AFME and ICMA release the “Guide to infrastructure financing, bank loans, debt private placements and public bonds – smoothing the pathway for effective funding”.

Commenting on the guide, Clare Francis, Managing Director, Head of Global Corporate Banking, Lloyds Banking Group, said:“The publication of the AFME-ICMA Infrastructure Guide is one of a number of industry action steps intended to actively support and promote better understanding of financial markets for borrowers, investors and other stakeholders. We believe the Guide will help meet these objectives.”

Maria Shaw-Barragan, Head of the Strategy Division at European Investment Bank, said: “The EIB welcomes all private sector initiatives to help support the success of the Investment Plan for Europe. The AFME-ICMA Infrastructure Guide is a good example of various specialised market participants coming together to provide practical information to help both issuers and investors better understand the various sector-specific key aspects of infrastructure finance and to help issuers achieve better value for money.”

Key features of the guide:

- Detailed insights on the different types of financing choices, the mechanics of a loan or a bond issue, credit enhancement alternatives, the EFSI , the credit review processes, the project bond and equity investor base, the marketing, pricing and issuance process and disclosure and reporting best practices as well as key considerations for investors

- Real life examples of how deals have been done in various product sectors and countries, with different forms of credit enhancement, as well as specific examples of actual debt and equity investors

- References to EFR’s (European Financial Services Round Table) standardised infrastructure reporting guidelines, which will be helpful to insurance and Commission policymakers in formulating infrastructure as a special asset class within Solvency II

- Features of and risks in particular transactions that guide investment decisions and decide their suitability for specific investors, which is of interest to insurance and pension authorities, such as EIOPA (European Insurance and Occupational Pensions Authority), when developing upcoming parameters for EFSI investment.

Full press release



© ICMA


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