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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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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Regulatory Reforms, Investment Regimes and Outlook for Institutional Investors: A Recipient's Point of View; Beijing — May 2011
Remarks by OECD Deputy Secretary General Mr. Richard Boucher
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IFSWF Case Study: Constructing Portfolios for Specific Macroeconomic Environments; Beijing — May 2011
IFSWF
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IFSWF Case Study: Managing Currency Exposures of Financial and non-Financial Assets; Beijing — May 2011
Alberta’s Heritage Fund (Canada)
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IFSWF Case Study: Accounting for "fat tails" in portfolio risk management; Beijing — May 10-13, 2011
New Zealand Superannuation Fund
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The Agency Challenge and Stewardship Opportunity; Beijing — May 11, 2011
Address by Sir David Walker
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Outlook: Global Economy & Global Financial Stability
José Viñals, Financial Counsellor, Internatonal Monetary Fund
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SWFs: Myths and Realities
David Murray, Future Fund
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