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Invesco Joins the Sovereign Wealth Fund Institute




Invesco has joined the Sovereign Wealth Fund Institute as a member. The global Sovereign Wealth Fund Institute membership program is for leading asset managers and service providers engaged in the public investor community. Some of our members include the largest asset managers in the world.

About Invesco
Invesco Ltd. is one of the world’s leading independent global investment management organisations serving retail, institutional and high-net-worth clients around the world. Our sole focus is investment management; with no distractions from competing interests, all our global resources and local commitment are focused on providing clients with the investment expertise and client service they seek.

To achieve our mission of helping investors worldwide build their financial security, Invesco Ltd. draws on the strength of its global resources.

With US$778.7 billion* in assets under management, specialised investment teams with distinct perspectives deliver diversified investment strategies. We offer a wide range of single-country regional and global capabilities across major equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles. Our wide range of investment capabilities is designed to support a variety of financial objectives.

Our distinctive combination of independent thought within individual investment centres and collaboration across investment centres combines the reach and resources of a global organisation with the focus and attention of a boutique firm: our investment capabilities are both diverse and specialised; we are global in reach yet local in presence and our processes are disciplined yet can be delivered in customised ways. All of which distinctively positions Invesco Ltd. to keep pace with clients’ evolving investment needs worldwide.

Invesco is dedicated to deepening and broadening its efforts among state-sponsored agencies and has been serving sovereign wealth funds (SWFs) and central banks around the world for over 25 years. As well as offering strategies that meet their risk and return objectives, Invesco has been active in the industry in its efforts to understand SWF behaviour and in dispelling popular misconceptions through its public research. We constantly strive to find innovative ways to serve our clients and add value, whether through forming strategic partnerships or by acting as a solution provider in investments and in knowledge transfer programs. SWFs represent a past and future commitment for Invesco as we continue to be passionate about our clients’ success through the pursuit of investment excellence.

* Invesco as at 31 December 2013

Questions: Vince Berretta –

Mubadala Invests in No Fly Zone Drone Radar Company



Data Collective led a US$ 15 million Series A round into Salt Lake City-based Fortem Technologies, Inc., a company that works on solutions that can detect, identify and classify drones in real time to maintain airspace safety. Other investors in the round include Boeing, Mubadala Investment Company, Manifest Growth, New Ground Ventures and Signia Venture Partners.

Ibrahim Ajami, Head of Mubadala Ventures said in the press release, ” Mubadala is excited to work with Fortem and its outstanding leadership team to help grow its business to new markets.”

Ajami added, “We strongly believe the TrueView radar is essential to maintain a safe airspace for both the aircraft and the critical infrastructure on the ground.”

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Ireland and China to Open New €150 Milllion Joint Tech Fund



The Ireland Strategic Investment Fund (ISIF) and CIC Capital Corporation – a sovereign wealth enterprise (SWE) of the China Investment Corporation – announced the formation of a joint €150 million fund targeting high-growth Irish technology firms looking to expand into Chinese markets, as well as a special emphasis on Chinese companies hoping to set up shop in Ireland as a base for their European operations.

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How ESG Considerations Can Drive Voting at the Board Level



The Council of Institutional Investor’s spring conference for 2018 – held this week in Washington D.C. at the Omni Shoreham Hotel – was packed with member-hosted panels, where nearly 400 of the top investment professional, regulators, and corporate governance experts gathered together to share their insights and engage in forward-looking discussions on how to drive a multi-stakeholder approach to responsible investment over the long-term.

Sovereign Wealth Fund Institute (SWFI) had the opportunity to attend several breakout sessions, including one presented by Maryland-based Institutional Shareholder Services that sought to address one of the most pressing challenges facing institutional investors today: How can environmental, social, and governance (ESG) criteria help drive voting at the board level? Moderated by Georgina Marshall, Head of Global Research at ISS, panelists provided a diverse array of perspectives on how to harness ESG considerations as an effective decision-making tool.

Player-Coach Model

For Bonnie Saynay, Global Head of Responsible Investments at Invesco, fostering an environment conducive to communication with investment teams using a “player-coach” model is critical. Moreover, Saynay warned investors of thinking too broadly on ESG considerations, and to instead focus in on the criteria that is most important to them as an organization, and to then tailor their stewardship practices to match those priorities: “If everything is important, nothing is important,” she said.

Clare Payne, head of corporate governance for North America at Legal & General Investment Management, highlighted the importance of procuring the latest ranking data from a number of different providers, as well as how to develop one’s own internal system for scoring so as to cut through the clutter and provide a contextualized framework for making investment decisions on your own terms.

Remuneration is the name of the game for Robbie Miles, Vice President and ESG analyst at Allianz Global Investors. Amid the ever broadening scope of influence that responsible investment commands, Miles urged attendees to work with their managers on mandates that link compensation to the long-term performance of the fund, as well as long-term holding periods.

Wrapping up the panel was Stu Dalheim, Vice President of Shareholder Advocacy at Calvert Research Management, advocated for diversity at the board level across a number of different metrics – including ethnicity, gender, and professional backgrounds – in order to reflect the reality of their client base, as well as provide an apparatus for robust debate and adaptation in an ever-changing business environment.

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