Statistics & Research

 

Sovereign Wealth Quarterly – Print Publication

Public Investor 100

PARTNER RESEARCH

Best Business Schools for Public Institutional Investors – 2015

2015 – Public Investor Rankings

2014 – Public Investor Rankings

2013 – Public Investor Rankings

SWFI Standardized Asset Allocation

Sovereign Wealth Fund Direct Transactions

SWF Transaction Database

Maps and Rankings

Sovereign Wealth Fund Rankings

Canadian Public Pension Fund Rankings

Sovereign Wealth Fund Asset Map

Most Active Sovereign Wealth Fund Direct Investors

Perception Studies

SWFI Fixed Income Asset Manager Perception Study – 2015

Sovereign Wealth Transparency Research

Current Linaburg-Maduell Transparency Index

Historical LMTI Ratings

Strategy & Transparency Diagram – Jan 2011

For full access to all online sovereign wealth fund and public investor research you must be a subscriber. To request a callback – support@swfinstitute(dot)org

 

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New Special Reports

September 2016 – SWFI Corporate Bonds Briefing Y2016

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This brief report is available for download for SWFI subscribers.


 

August 2016 – SWFI Private Equity Briefing Y2016

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This brief report is available for download for SWFI subscribers.


 

July 2016 – SWFI Financial Advisory League Tables for H1 Y2016

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This brief report is available for download for SWFI subscribers.


 

May 2016 – The State of Russian Sovereign Wealth Fund Assets

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This brief report is available for download for SWFI subscribers.


 

April 2016 – Opportunity for Asset Managers – How Saudi Arabia Can Have the Largest Sovereign Wealth Fund

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This brief report is available for download for SWFI subscribers.

SWFI_AramcoFloatScenario_Apr2016

 

February 2016 – Sustained Low Oil Prices May Prompt Larger Sovereign Fund Selloff

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This brief report is available for download for SWFI subscribers.

SWFI_LowOil2016_EquityAnalysis_Feb2016

 

January 2016 – SWFI Financial Advisory League Tables for CY 2015

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This brief report is available for download for SWFI subscribers.

SWFI_leaguetable_CY2015

 

July 2015 – SWFI Financial Advisory League Tables for H1 Y2015

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This brief report is available for download for SWFI subscribers.

SWFI_leaguetable_july2015report

 

May 2015 – A Tale of Two Europes

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This brief report is available for download for SWFI subscribers.

trendreport_taleoftwoeuropes-covermay2015

 

February 2015 – Sovereign Wealth Fund Direct Infrastructure Investments, 2003-2014

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This brief report is available for download for SWFI subscribers.

infrastructure

 

January 2015 – SWFI Financial Advisory League Tables for H2 Y2014

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This brief report is available for download for SWFI subscribers.

leaguetables

 

December 2014 – Direct Healthcare Investments by Sovereign Wealth Funds

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This brief report is available for download for SWFI subscribers. This report covers direct healthcare investments made by sovereign wealth funds.

trendreport_healthcare-coverdec2014

 

April 2014 – The Sun Never Sets on Sovereign Wealth II

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This brief 3-page report is available for download for SWFI subscribers. This report gives a concise overview on the proliferation of sovereign wealth funds.

sovereign wealth fund report

OLDER RESEARCH

Disclaimer
These research reports and the information contained therein are for your internal use only and redistribution of this information is expressly prohibited. These reports, including the information and analysis, and any opinion or recommendation included in the reports are not intended for investment purposes and do not constitute investment advice or an offer, or an invitation to make an offer, to buy or sell any securities or any derivatives related to such securities. Nor do these reports constitute or contain legal advice. If you require legal advice, you should consult with your own counsel. Sovereign Wealth Fund Institute does not warrant the accuracy of the reports for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose; nor does Sovereign Wealth Fund Institute guarantee the accuracy, validity, timeliness or completeness of any information or data included in these reports for any particular purpose. Sovereign Wealth Fund Institute is under no obligation to provide you with any current or corrected information. Neither Sovereign Wealth Fund Institute, nor any of its affiliates, directors, officers or employees, will be liable or have any responsibility of any kind for any loss or damage (whether direct, indirect, consequential, or any other damages of any kind even if Sovereign Wealth Fund Institute was advised of the possibility thereof) that you incur in connection with, relating to or arising out of these materials or the analysis, views, recommendations, opinions or information contained therein, or from any other cause relating to your access to, inability to access, or use of these materials, whether or not the circumstances giving rise to such cause may have been within the control of Sovereign Wealth Fund Institute. The information provided in these materials is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Sovereign Wealth Fund Institute or its affiliates to any registration requirement within such jurisdiction or country.

Sovereign Wealth Fund Rankings

Fund Rankings

Deal League Tables – Legal Advisors

Deal League Tables – Financial Advisors

Select Countries

United Kingdom
France
Germany
China
Singapore
Australia
Middle East

Select Interviews (Sovereign Wealth Quarterly)


Definitions & Research

SWFI Glossary

Common Definitions

Sovereign Wealth Fund Definition

Sovereign Wealth Enterprise

Strategic Development Sovereign Wealth Fund

Institutional Framework of Sovereign Wealth Funds

Defining the Difference between: SWFs, SOEs, and Public Pension Funds

SWF Capital Investment: Tier One Capital Percentages

Market Comparison – Investor Classes and Asset Classifications

Commodities & Sovereign Wealth Funds