Statistics & Research

 

Sovereign Wealth Transparency Research

Current Linaburg-Maduell Transparency Index

Historical LMTI Ratings

Strategy & Transparency Diagram – Jan 2011


Definitions & Research

Common Definitions

Sovereign Wealth Fund Definition

Sovereign Wealth Enterprise

Strategic Development Sovereign Wealth Fund

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

Government Statistics

Government Data External Links

Official Foreign Reserves

Qatar

Singapore


Charts, Graphs, and Indices

Major Foreign Holders of Treasury Securities

Foreign Exchange Reserves by Country & Geopolitical Regions

Subprime Report: SWFs to the Rescue

Consensus Demand Meter 3rd Quarter 2010

Consensus Demand Meter 2nd Quarter 2010

Consensus Demand Meter 1st Quarter 2010

Consensus Demand Meter 4th Quarter 2009

Consensus Demand Meter 3rd Quarter 2009

Consensus Demand Meter 2nd Quarter 2009

Deal Information & Financial Advisor League Tables

Top 10 SWF Direct Deal Transactions of 2010

FALT – China Investment Corporation

FALT – Government of Singapore Investment Corp

FALT – IPIC

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Internal Research: Sovereign Wealth Themes

August 2012 – I Will Pay to Park My Cash [Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view site content.]

August 2011 – An Assessment of the Internal Politics of Sovereign Funds [Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view site content.]

May 2011 – The Sun Never Sets on Sovereign Wealth [Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view site content.]

December 2010 – Sovereign Wealth Funds Make the Case for Brazil [Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view site content.]

May 2010 – Non-Commodity Sovereign Funds Continue to Invest in Resource & Mining Firms [Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view site content.]


Select Sovereign Wealth Quarterly Articles and Sovereign Wealth Fund Institute Papers

Transparency / Governance / Organization

Private Markets

Asset Allocation

Politics and Economics

Noteworthy

Top Ten


U.S. Data and Research

U.S. Mutual Fund and ETF Assets

U.S. Pension Fund Assets Allocated to Equities

U.S. State and Local Government Pension Plans’ Allocation

U.S. Public and Private Pension Funding Level

Notional Value of Exchange Traded Derivatives


State-Owned Enterprise Research

Government of China – List of State-Owned Enterprises (SOE)

Current Laws, Legislation, and Testimonies

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Central Bank Speeches and Concepts

Inertia Principle in Central Banking

Sample Central Bank Balance Sheet

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Outside Research & Resources

NBIM – Perspectives on managing the Government Pension Fund Global

Bank of Finland – Sovereign wealth funds arouse political passions

IMF – SWF Feb 2008 Report

Recent – Select Interviews (Sovereign Wealth Quarterly)

Jan 2013 Issue – Q&A with Sean Glodek, Director, Russia-Direct Investment Fund

Jan 2013 Issue – Q&A with Dr. Mohammad Reza Farzin, Chairman of the Managing Board of National Development Fund of Iran

Jul 2012 Issue – Q&A with Bruce Cundick, CIO of Utah Retirement Systems

Apr 2012 Issue – Q&A with Jim O’Neill, Chairman of Goldman Sachs Asset Management

Apr 2012 Issue – Q&A with Joncarlo Mark, Founder of Upwelling Capital Group

Oct 2011 – Q&A with Max Giolitti, Formerly at the Alaska Permanent Fund

Jul 2011 – Q&A with Israfil Mammadov, CIO to the SOFAZ

Mar 2011 – Q&A with Jerome Tagger, COO to the UNPRI

Jan 2011 – End of Year Interview with NZSF CEO Adrian Orr


Select Event Speeches

Yves Mersch: Current Challenges in the Sovereign Debt Crisis


Event Background Papers

Re-Engineering the AIMCo Public Equities and Hedge Fund Programs