Statistics & Research

 

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2013 – Public Investor Rankings

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

Sovereign Wealth Transparency Research

Current Linaburg-Maduell Transparency Index

Historical LMTI Ratings

Strategy & Transparency Diagram – Jan 2011


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

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

Learn More

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

 
New Special Reports

April 2014 – The Sun Never Sets on Sovereign Wealth II

Download

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

Select Sovereign Wealth Quarterly Articles and Sovereign Wealth Fund Institute Papers

Transparency / Governance / Organization

Private Markets

Asset Allocation

Politics and Economics

Noteworthy

Top Ten Sovereign Wealth Fund Game-Changers

Select Internal Research: Sovereign Wealth Themes

August 2012 – I Will Pay to Park My Cash Download

August 2011 – An Assessment of the Internal Politics of Sovereign Funds Download

December 2010 – Sovereign Wealth Funds Make the Case for Brazil Download

May 2010 – Non-Commodity Sovereign Funds Continue to Invest in Resource & Mining Firms Download


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

Learn More


Central Bank Speeches and Concepts

Inertia Principle in Central Banking

Sample Central Bank Balance Sheet

Learn More


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)

Irakli Kovzanadze JAN 2014
Irakli Kovzanadze, CEO of Georgia’s JSC Partnership Fund

Damon Krytzer OCT 2013
Damon Krytzer, Trustee, SJ Police and Fire Retirement Plan

Doug Pearce OCT 2013
Doug Pearce, CEO/CIO of bcIMC

uche_orji_low_res OCT 2013
Uche Orji, CEO of the Nigeria Sovereign Investment Authority

neil_irwin_sq JULY 2013
Neil Irwin, Author of The Alchemists

Niels-Veldhuis APRIL 2013
Niels Veldhuis, President, Fraser Institute

sean_glodek_square JAN 2013
Sean Glodek, Director, Russia-Direct Investment Fund

mohammad_reza_farzin_sq JAN 2013
Dr. Mohammad Reza Farzin, Chairman of the Managing Board of National Development Fund of Iran

bruce_cundick_sq JULY 2012
Bruce Cundick, CIO of Utah Retirement Systems

jimoneill_sq APRIL 2012
Jim O’Neill, Chairman of Goldman Sachs Asset Management

JoncarloMark-sq APRIL 2012
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

yv_mersch SWF FORUM 2011
Yves Mersch: Current Challenges in the Sovereign Debt Crisis

Select Video Interviews
video_madu
BNN Interview


Select Video Interviews (Internal)

Video Interview – CA State Treasurer Bill Lockyer


Event Background Papers

Re-Engineering the AIMCo Public Equities and Hedge Fund Programs