Policy

Know Your Customer (KYC) is Becoming More Important Than Ever

The phrase “Know Your Client”, “Know Your Customer”, or “KYC” for short is becoming a more important term as an increasing number of global institutions are entering the fray, engaging in more alliances and transactions and working together on capital-intensive efforts. KYC is becoming increasingly vital as regulations sprout and fiduciaries should know what kind […]


SWFI – Movers and Shakers – March 28, 2017

Charlie Shaffer Joins Voya Investment Management to be Head of International Distribution Voya Investment Management hired Charlie Shaffer to be managing director and head of Institutional Distribution. He will be based in New York and report to Shaun Matthews, who is the Senior Managing Director, Head of the Client Group at Voya Investment Management. Shaffer […]


Hong Kong and Canada to Join AIIB

The Asian Infrastructure Investment Bank’s (AIIB) board announced on March 23, 2017 that Hong Kong and Canada were part of the 13 applicants approved for membership. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Nigerian Federal Government Announces Board Reconstitution for the Nigeria Sovereign Investment Authority

Nigeria’s National Economic Council (NEC), rising from its 74th session, announced the reconstitution of the Board of Directors of the Nigeria Sovereign Investment Authority (NSIA). This occurred on March 21, 2017. The new board can be viewed of NSIA’s institutional profile in SWFI.[ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe […]


Norway’s Sovereign Fund Generated Less Income Due to Ethical Divestment Policy

Norway’s Government Pension Fund Global (GPFG) generated 1.11% less in equity returns between 2006 and 2016 due to its policy on excluding companies on ethical grounds, according to a report released by Norges Bank Investment Management (NBIM). These exclusionary guidelines include companies engaged in severe environmental damages, labor issues and others such as the production […]


China and the U.S.: The Next Two Years for Institutional Investors

A lot can happen in two years. Look what just happened in the final five months of 2016. Even the most sophisticated of financial pundits and asset manager CEOs were hard pressed to believe a Trump rally would actually occur in late October 2016 given the momentous news cycle of 2016. Chief investment officers, both […]


Trinidad & Tobago Government Withdraws $251 Million from Heritage and Stabilization Fund

Depressed oil prices have exerted enormous pressure on the fiscal budget of Trinidad & Tobago, creating revenue shortfalls. On March 16, 2017, a budget move was approved to withdraw TT$ 1,712,200,000 (US$ 251 million) from the country’s Heritage and Stabilization Fund (HSF). [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe […]


RDIF Inks Deal with Armenia Forming Russia-Armenia Investment Fund

The Russian Direct Investment Fund (RDIF) has formed the Russia-Armenia Investment Fund alongside the Armenian state-owned company SME Investments. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


RDIF and Turkey Wealth Fund Form a JV Country Fund

The neighboring countries of Russia and Turkey have formed a fund to help cement economic ties. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


SWFI Institutional Investor Forum 2017 – Scottsdale

In the backdrop of a roaring stock market, Spring training (for those baseball fans) and amazing weather, SWFI Institutional Investor Forum kicked off with a brief introduction from SWFI President Michael Maduell and MC Rachel Pether. The VIP institutional investor summit was held on February 21-22, 2017 at the Westin Kierland Resort & Spa. Soon […]


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 1

Charismatic speaker Jeff DeWit shares seminal moments of the presidential campaign of Donald Trump in front of a global audience of international capital. < PREVIOUS 2 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


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 2

Jeff Dewit draws many questions from the field. < PREVIOUS 3 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


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 16

U.S. and China Perspective – Opportunities and Risks < 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


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 14

The opportunity set for institutional investors. < PREVIOUS 15 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


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 19

SWFI Institutional Investor Forum 2017 < PREVIOUS 20 of 20 BACK TO START > CONTACT INFORMATION Sponsorship Information Carl Linaburg clinaburg(a)swfinstitute.org General Information events(a)swfinstitute.org Membership Information vberretta(a)swfinstitute.org


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 18

The next panel awaits. < PREVIOUS 19 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


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 17

Santiago Lorenzo, Head of Green Finance, World Wildlife Fund (WWF) < PREVIOUS 18 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


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 13

Rachel Pether, Co-Host of Follow the Money Show. Keeping the transitions lively. < 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


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 12

Options, institutional investors, and Vaughn Brock’s lovely compliment. < PREVIOUS 13 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


SWFI Institutional Investor Forum 2017 – Scottsdale Slider 11

Crowd gets interactive – a thumbs down moment. < 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