ESADEgeo Sovereign Wealth Funds – 2015 Annual Report
This edition of the Sovereign Wealth Funds Report is the fourth one produced by ESADEgeo with the support of KPMG
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Research
SWFs, Hedge Funds, and the Reach of Transnational Governance
by Patrick Schena and Mohammed Naqvi Though sometimes compared, sovereign wealth funds (“SWFs”) and hedge funds share little common operating
Read MoreSovereign Wealth Fund Investment Trends – January 2016
by Eliot Kalter 1. SWF Overview Overall size, growth, funding sources and relevance What factors have driven their growth? Mandates
Read MoreESADEgeo Sovereign Wealth Funds – 2014 Annual Report
This Sovereign Wealth Funds 2014 report is the third such report produced by ESADEgeo, with the support of KPMG and
Read MoreHunger Games – Food, Italy, and the appetite of Sovereign Investors
by Francesco Galietti This note is meant to provide an initial overview of what seems to be a rethinking of Italy’s
Read MoreDebating Investment Management Fees – Will This Time be Different?
by Patrick J. Schena In recent months there has been considerable focus in the global investment community directed on the
Read MoreMumtalakat and Bahrain’s National Economic Strategy – Straddling Performance and Liquidity (Case Study)
by Ravi Shankar Chaturvedi “Mumtalakat: Straddling Performance and Liquidity” is an interdisciplinary case, intended for use as a pedagogical tool,
Read MoreSovereign Wealth Funds – ESADEgeo Annual Report 2013
by Javier Santiso ESADEgeo’s new report, Sovereign Wealth Funds 2013, shows the decline in direct investments experienced by SWFs in 2012:
Read MoreInto the institutional Void – Managing the Sovereign Wealth of Emerging Economies
by Eliot Kalter, Patrick J. Schena The goal of this note is to offer an analytical overview of the roles and investment
Read MoreFinancing the Expansion of Global Energy – The Role of SWF Investment as Strategic Private Equity
by Patrick J. Schena By any measure, the role of the energy sector in any economy has strategic implications for
Read MoreBy the Numbers – The Quest for Performance
by Patrick J. Schena, Eliot Kalter, Suzanne L. Duncan, Nidhi V. Shandilya The Fletcher School at Tufts University and State Street’s
Read MoreComplying with the SEC’s Conflict Minerals Rules
by Christopher Cunningham, Josh Gaul On August 22, 2012, the U.S. Securities and Exchange Commission (the “SEC”) adopted new rules (the
Read MoreSovereign Investing and Corporate Governance
by Paul Rose Sovereign wealth funds (SWFs) are increasingly important players in equity markets in the United States and abroad. However,
Read MoreMore Layers than an Onion – Looking for a Definition of Sovereign Wealth Funds
by Javier Capapé, Tomás Guerrero This paper was originally conceived as an investigation to pin down what a SWF is. During
Read MoreThe Geographic Challenges of Establishing Sovereign Wealth Funds in Frontier Markets (Case Study)
by Adam B. Robbins Introduction Sovereign wealth funds (SWFs) face numerous, complex challenges in their establishment and growth. Like any investor,
Read MoreUnderstanding and Managing Political Risk of Sovereign Wealth Funds
by Sandro Grünenfelder Sovereign wealth funds (SWFs) have been around since the 1950s. It was only in the last decade, however,
Read MoreHunter or Prey: Only Time Will Tell
by Francesco Galietti Historically, Italy has been a recipient of investments by SWFs long before SWFs became a topic for scholars
Read MoreLeadership Changes Afoot at China Investment Corporation (CIC)
by Patrick J. Schena, Jonathan Brookfield The executive leadership of the China Investment Corporation (CIC) is in flux. Its inaugural Chairman,
Read MoreThe Vultures vs. The Delinquent Sovereign – The Fight over Argentine Bonds in NML Capital Limited vs. Republic of Argentina
by Kiran H. Mehta, Thomas F. Holt, Kristen L. Schneider In 2001, the Republic of Argentina defaulted on over $100 billion
Read MoreThe Informality of the International Forum of Sovereign Wealth Funds and the Santiago Principles: a Conscious Choice or a Necessity?
by E. Malathouni in Berman A., Duquet S., Pauwelyn J., Wessel R.A. and Wouters J. (eds), Informal International Lawmaking: Case
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