Research & Publications
The IFSWF and its partners regularly publish research on matters of interest to sovereign wealth funds. We also include other publications of interest to our members.
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Times they are a Changin': COVID-19 and sovereign wealth funds
On 30 July 2020, the International Forum of Sovereign Wealth Funds held an exclusive online discussion between the heads of three sovereign...
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The rise of a bipolar world: Sovereign wealth fund views on the global macro outlook
Working with Invesco, one of the world’s leading independent investment managers, the International Forum of Sovereign Wealth Funds has published...
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Investing for Resilience: IFSWF Annual Review 2019
The International Forum of Sovereign Wealth Funds (IFSWF) has published Investing for Resilience, its annual review of sovereign wealth funds’...
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Building a Better Portfolio: Balancing Performance and Liquidity
On Wednesday 27 May 2020 GIC hosted an exclusive webcast for IFSWF members to discuss Building a Better Portfolio: Balancing Performance...
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Pandemic, No Panic: Evidence from Institutional Investor Flows
The International Forum of Sovereign Wealth Funds (IFSWF) and State Street Corporation, one of the world’s leading global providers of financial...
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2019 IFSWF Member Self-Assessment Review
The Generally Accepted Principles and Practices (GAPP) – widely known as the Santiago Principles – were agreed and adopted by an International...
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Mapping the Critical Path: IFSWF Annual Review 2018
To read the full review please visit: http://www.ifswfreview.org/ var divElement = document.getElementById('viz1558515975995...
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Enhanced asset utilisation to improve portfolio returns
In the decade following the Global Financial Crisis, many sovereign wealth funds (SWFs) have continued to allocate to passive index strategies in...
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The origin of Santiago Principles. Experiences from the past; guidance for the future
Since 2007, sovereign wealth funds have been recognised as important participants in the international monetary and financial system. Today...
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Dealing with Disruption: IFSWF Annual Review 2017
Welcome to the IFSWF’s first annual review of sovereign wealth fund investment activity. In the ten years since the inception of the...
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Hunting Unicorns: Bocconi Sovereign Wealth Fund Annual Report 2016
IN 2016 AN ABRUPT SWITCH FROM SAFE ASSETS TO HIGH TECH INVESTMENTS HAS BEEN RECORDED IN THE 39.9 BLN DOLLARS INDUSTRY, ACCORDING TO THE SIL REPORT...
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African Nations Must Embrace Global Standards of Financial Reporting to Attract Foreign Investors
By Hugo Miguel Évora Gonçalves, Member of the Board of Directors, Fundo Soberano de Angola This article was originally published in African...
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New challenges, private markets: Sovereign wealth funds’ changing investment strategies
During 2016, the International Forum of Sovereign Wealth Funds' Investment Practice Committee undertook two major research projects with research...
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Implementing the Santiago Principles: from demonstrating commitment to creating value
At the International Forum of Sovereign Wealth Funds (IFSWF) eighth annual meeting in Auckland, published a new volume of case studies describing...
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Sovereign Wealth Fund Annual Report 2015
Prof. Bernardo Bortolotti, Sovereign Investment Lab, Bocconi University
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Oil-funded SWFs at a turning point
Sven Behrendt, Managing Director, GeoEconomica
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The Santiago Principles: What’s next?
Sven Behrendt, Managing Director, GeoEconomica
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The Long-Term Portfolio Guide
Focusing Capital on the Long Term (FCLT) Initiative Source: http://www.fclt.org/en/home.html
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Principles and Policies for In-House Asset Management
Gordon L Clark, University of Oxford and Ashby H B Monk, Stanford University
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How do Sovereign Wealth Funds Invest? A Glance at SWF Asset Allocation
State Street Global Advisors
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