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LEAGUE TABLES: Morgan Stanley and JPMorgan Tie for First for 2015

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cy2015_leaguetable_coverThe Sovereign Wealth Fund Institute (SWFI), through its proprietary database, tracks transactions by sovereign wealth funds, pensions and other public funds. Combining all public investors, for calendar year 2015, transactions amounted to US$ 212.18 billion versus US$ 186.56 billion in 2014. On record, 2013 had the most direct transactions for public investors at US$ 220.69 billion. When it comes to sovereign wealth funds, the 2015 transaction figure amounted to US$ 113.94 billion versus US$ 122.93 billion in 2014. The pullback in direct transactions was noted in a decrease in open market transactions by sovereign funds and smaller investment amounts per deal.

The report details trends on direct deals, sectors and countries.

Top Financial Advisors for 2015

For 2015, the top three ranked financial advisors when it comes to public investor transactions were JPMorgan and Morgan Stanley, which tied at #1, Goldman Sachs at #2 and Bank of America Merrill Lynch at #3. Other notable mentions for the year are Eastdil Secured, Deutsche Bank, HSBC, UBS, RBC and Moelis. 2015 was a year of signature deals.

Legal Advisors

For calendar year 2015, the top legal advisor for public fund transactions was Clifford Chance tied with Torys LLP. In second place was Allen & Overy. Third place was Fried, Frank, Harris, Shriver & Jacobson LLP. Other notable mentions are Sidley Austin LLP, Weil Gotshal & Manges, White & Case and Baker & McKenzie.

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Source: SWFI – Sovereign Wealth Fund Transaction Database – www.swftransaction.com, January 25, 2016

Russia-Japan Investment Fund to Back Wood Pellet Production in Russia

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The Russian Far East has a lot of timber, and for that wood pellets is a source of biofuel. A while back, the Russian Direct Investment Fund (RDIF) formed the Russia-Japan Investment Fund (RJIF) with the Japan Bank for International Cooperation (JBIC). RDIF and JBICIG Partners as part of RJIF, together with RFP Group and Japan’s Prospect Co., Ltd. have agreed to collaborate and consider potential investments in Russia’s biofuel industry. JBICIG Partners is a subsidiary of the Japan Bank for International Cooperation.

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RDIF Lures Asian Investors Toward Russian Surgical Robot Project

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The Russian Direct Investment Fund (RDIF) is partnering with a number of unnamed Asian co-investors to allocate capital toward a project to create and manufacture Russian surgical robots. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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Oman Infrastructure Investment Fund Near Creation

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The Oman State General Reserve Fund is nearing the formation of the Oman Infrastructure Investment Fund. This fund will raise capital from third-party investors to invest in Oman’s infrastructure and in certain areas of technology.

The fund will also invest in areas of technology in healthcare, specifically in medical equipment. The fund will also explore investing in blockchain technologies.

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