I found this article about Dow Jones and Brookfield Asset Management collaborating on a series of new infrastructure indexes that have been created to be licensed into investment products.

I called into the phone number on the DJ Brookfield PDF to see if the index components were available anywhere but they were not. You would need to pay the licensing fee in order to have a gander so no information on any of the specifics but the list of all the indexes was available and is as follows;

Broad Market

• DJ Brookfield Global Infrastructure Composite Index
  
• DJ Brookfield Global Infrastructure Index

Regions

• DJ Brookfield Americas Infrastructure Composite Index
• DJ Brookfield Americas Infrastructure Index
• DJ Brookfield Europe Infrastructure Composite Index
• DJ Brookfield Europe Infrastructure Index
• DJ Brookfield Asia Pacific Infrastructure Composite Index
• DJ Brookfield Asia Pacific Infrastructure Index
• DJ Brookfield Global Ex-US Infrastructure Composite Index
• DJ Brookfield Global Ex-US Infrastructure Index

Global Sectors

• DJ Brookfield Airports Infrastructure Index
• DJ Brookfield Communications Infrastructure Index
• DJ Brookfield Diversified Infrastructure Index
• DJ Brookfield Oil & Gas Storage & Transportation Infrastructure Index
• DJ Brookfield Ports Infrastructure Index
• DJ Brookfield Toll Roads Infrastructure Index
• DJ Brookfield Transmission & Distribution Infrastructure Index
• DJ Brookfield Water Infrastructure Index

Other

• DJ Brookfield Infrastructure MLP Index

I was not able to find anything in the literature that explains the difference between the composite indexes and the plain indexes in the Broad Market and Regions categories.

An important economic underpinning to infrastructure, generally speaking, is that money is being spent here. Also the projects around the world, many of which you have read about, are very important for the people who would be the beneficiaries of these projects.

The money will be spent and the projects done even if it takes longer than planned, there is news of corruption or the stocks involved don't benefit exactly as hoped for.

The visibility is there and so it creates a tailwind for good things to happen to the stocks involved. Also as these countries modernize the non-buildout parts of the theme stand to benefit, here I mean things like toll roads (more cars on the road) and airports (more people flying to these destinations for both tourism and commerce).

Who knows what will get licensed, if anything, but I think this is an area where people are not in a big hurry to buy into a Malaysian toll road or a Chinese airport so a well constructed investment product (and to be clear since there is no seeing the make up of these indexes there is no way now to know if they are well constructed) would be a welcomed addition to the investment landscape.

Long time readers will know I've been writing about various parts of the infrastructure theme for a while, obviously not the first person to find any of them, because of one of the big macros that I believe in which is that portfolio construction and management has been and will continue to evolve in terms of products and themes. Keeping in touch with this may make for work for you but I am convinced will mean less work for your portfolio.