Policy

POSSIBLE: 75% Equities for Norway’s Sovereign Fund

Faced with restrictions on investing in private equity and infrastructure, in order to boost returns, Norway’s sovereign wealth fund may increase its exposure to stocks by around US$ 130 billion. This would increase its allocation to equities at 75% from 60%. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to […]


SWFI – Movers and Shakers – November 30, 2016

Trump Intends to Nominate Mnuchin for U.S. Treasury Secretary U.S. President-Elect Donald J. Trump intends to nominate Steven Mnuchin for the position as U.S. Secretary of the Treasury. Mnuchin held a number of roles including Chief Information Officer at Goldman Sachs, Founder and Co-CEO of Dune Capital Management (a hedge fund) and Founder of OneWest […]


3 Questions: Getting to Know Ithmar Capital

Increasingly, long-term institutional investors are seeing opportunities in investing in renewable energy assets and climate change mitigation strategies, while trying to incrementally lower the carbon footprint. Ithmar Capital, a public investment fund from Morocco, has taken center stage on renewable investments. In November, the United Nations hosted the climate change summit in Marrakesh, Morocco. SWFI […]


SWFI First Read, November 28, 2016

ZZ Capital Opens London Office Hong Kong-based ZZ Capital has opened up a London office. The CEO of ZZ Capital is Michael Min Cho, a former mergers and acquisitions (M&A) executive at the Qatar Investment Authority (QIA). RDIF Contemplates Russia-Japanese Venture Platform The Russian Direct Investment Fund (RDIF) is in talks of possibly creating a […]


Saudi PIF Could Acquire PPA’s Stake in the King Abdullah Financial District

Saudi Arabia’s Public Investment Fund (PIF) could be acquiring a major financial hub in Saudi Arabia for 30 billion SAR (US$ 8 billion), an amount less than what the seller has paid into it. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Øyvind Schanke Leaves NBIM to Become Skagen CEO

After a long career at Norges Bank Investment Management (NBIM), the manager of Norway’s sovereign fund, Øyvind Schanke is leaving to become Chief Executive at Skagen, effective February 1, 2017. He served as Chief Investment Officer for Asset Strategies at NBIM. Schanke spent around 15 years at NBIM. [ Content protected for Sovereign Wealth Fund […]


GIC Makes Senior Changes After Lim Siong Guan’s Exit

Singapore’s GIC Private Limited is shifting around its top level investment organization structure as Group President Lim Siong Guan is retiring. Taking over this spot is Lim Chow Kiat, effective January 1, 2017. Lim Siong Guan will be named to the GIC Group Executive Committee. Lim Siong Guan was ranked #11 on the Public Investor […]


SWFI First Read, November 21, 2016

Fullerton Fund Management Names Patrick Yee as CIO Fullerton Fund Management, a fund management subsidiary of Temasek Holdings, named Patrick Yee as chief investment officer. He will also retain the responsibilities of Head of Fixed Income at Fullerton Fund Management. In 2005, Yeo joined Fullerton Fund Management. Fondo de Ahorro de Panama Selects New Chairman […]


Friday SWFI News Roundup, November 18, 2016

Anbang Insurance Group Bids for 777 Bay Street China-based Anbang Insurance Group Co. is nearing a deal to acquire an office and retail tower at 777 Bay Street in downtown Toronto. The sellers of the 30-storey building are Montréal-based Canderel and OPTrust, each holding a 50% ownership interest in 777 Bay Street. The sales price […]


Follow the Money – Episode 24

Rachel and I return to the “Follow the Money Show” after a short pause. We briefly touch upon the U.S. election results and discuss how the outcome has impacted markets so far. We also chat about infrastructure deals. Rachel shifts to chatting about Latin America and the economic bifurcation of Brazil and Argentina. We also […]


KIC Makes Changes, Not a Moment Too Soon

The Korea Investment Corporation (KIC) has undergone a number of executive shuffles over the past five years, including getting a new chief investment officer. As the KIC continues to grow both in personnel and assets under management, the wealth fund is clamoring to expand its investment universe. [ Content protected for Sovereign Wealth Fund Institute […]


Friday SWFI News Roundup, November 11, 2016

BNY Mellon Selects Singapore for its 8th Innovation Center BNY Mellon has opened its eighth Innovation Center, selecting Singapore. The custodial giant named it the Singapore Innovation Center. “The opening of our eighth Innovation Center in Asia is a reflection of the region’s rapidly developing innovative technology and fintech landscape, as well as the increasing […]


What Can Institutional Investors Expect from a Trump Win?

The 30-year plus proliferation of globalism for now has taken a backseat. Due to intense reader interest by our internal analytics, I felt that I needed to write about the outcome of the U.S. election. Many wealthy, business, and politically-powerful individuals (a majority residing in urban enclaves) in the U.S. have tremendously benefitted from globalist […]


Sovereign Wealth Funds React to Trump Victory

In an event that echoes the feeling of the Brexit vote, Donald Trump has won the U.S. election for president. Do political-influenced stock markets have short legs? A number of messages were telegraphed to media from asset owners globally following the conclusion of the U.S. presidential election. In the run up to the election, sovereign […]


SWFI First Read, November 9, 2016

Trump Wins 2016 U.S. Presidential Election Republican candidate Donald Trump has officially won the U.S. presidential election defeating Democrat candidate Hillary Clinton. PIMCO Hires Senior Sales Executive for Nordic Area The Pacific Investment Management Co. (PIMCO) named Kristina Najjar-Wahlgren as senior vice president. She will focus on business development in the Nordic area. Before this, […]


IMCO Appoints its First CEO

The Investment Management Corporation of Ontario (IMCO) named its first CEO, Bert Clark. Clark was President and CEO of Infrastructure Ontario and was previously a Managing Director and Head of North American Infrastructure Finance at Scotiabank. The Ontario Pension Board and Workplace Safety and Insurance Board are the two inaugural members of IMCO. View IMCO […]


Institute Fund Summit 2016 Europe – Frankfurt Slider16

Negative Interest Rates – RUN!!! < PREVIOUS 17 of 20 NEXT > CONTACT INFORMATION Sponsorship Information Carl Linaburg clinaburg(a)swfinstitute.org General Information events(a)swfinstitute.org Membership Information vberretta(a)swfinstitute.org


Institute Fund Summit 2016 Europe – Frankfurt Slider13

Hearing a presentation at the new ECB building. < PREVIOUS 14 of 20 NEXT > CONTACT INFORMATION Sponsorship Information Carl Linaburg clinaburg(a)swfinstitute.org General Information events(a)swfinstitute.org Membership Information vberretta(a)swfinstitute.org


Institute Fund Summit 2016 Europe – Frankfurt Slider11

(Left to Right) Tom Fearnley, Mark Burgess (former Managing Director of Future Fund) and Trevor Jones of Aeolus Capital Management have a frank conversation on sovereign wealth funds, correlation, policy and asset allocation. < PREVIOUS 12 of 20 NEXT > CONTACT INFORMATION Sponsorship Information Carl Linaburg clinaburg(a)swfinstitute.org General Information events(a)swfinstitute.org Membership Information vberretta(a)swfinstitute.org


Institute Fund Summit 2016 Europe – Frankfurt Slider9

Deep conversations during networking time. < PREVIOUS 10 of 20 NEXT > CONTACT INFORMATION Sponsorship Information Carl Linaburg clinaburg(a)swfinstitute.org General Information events(a)swfinstitute.org Membership Information vberretta(a)swfinstitute.org