Sovereign Wealth Fund Direct Transactions Update June 2012

Globally, sovereign wealth funds have been diversifying into new geographies and sectors. According to the Sovereign Wealth Fund Direct Transaction Database (SWFTD), around US$ 29.29 billion (trailing four quarters starting at Q1 Year 2012) has been directly invested in the financial sector by sovereign funds. In fact, financial sector direct investments consisted of 36% of total expenditure of all SWF direct transactions(not investment frequency). In that time period, sovereign wealth funds participated in several major investments in European and Asian financial institutions. Another major trend is the growth of sovereign wealth funds directly investing in institutional real estate. Trailing four quarters, starting from Q1 Y2012, direct real estate investments totaled US$ 9.55 billion.

In calendar year 2011, sovereign wealth funds made 612 significant direct investments, valued at US$ 89.2 billion, according to data from the Sovereign Wealth Fund Transaction Database. A 12.1% increase in transaction value from 2010.

This is followed by US$ 9.488 billion in the energy sector. Developed infrastructure and energy assets were of mounting importance to sovereign funds. In addition, we acknowledge increased real estate direct transactions by sovereign wealth funds this year, but total amounts are undercounted due to the non-transparent market.

The Sovereign Wealth Fund Transaction Database is now available online for subscribers. Transaction data can now be accessed on a more frequent basis. The SWFTD now contains over 3,000 recorded transactions.

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