Sovereign Wealth Funds – From Investment Goals to Asset Allocation Models
by Patrick J. Schena Patrick J. Schena’s Presentation to the Boston Securities Analyst Society, 14 March, 2013 Presentation Topics: 1. Sovereign
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Research
M&A in the United States: What Chinese Cleantech Companies Need to Know about CFIUS Review in 2013
by Fred M. Greguras, Michael J. O’Neil, Chenhao Zhu China’s investments abroad have increased rapidly and will continue to grow
Read MoreInstitutional Investor Asset Management in Low Return / High Risk World
by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation to the State Street Middle East client retreat, 26-27 February, 2013 Table of
Read MoreCentral Bank Diversification Strategies: Rebalancing from the Dollar and Euro
by Ashish Bhatia, Natalie Dempster Central banks have begun to reduce reserve portfolio allocations to US dollars and euros in favor
Read MoreSovereign Wealth Funds and Social Finance – The Case for Islamic Finance and Impact Investing
by Asim Ali, Shatha Al-Aswad With the continuing political turmoil in the Middle East region and financial uncertainties in the global
Read MoreDefining an Ecosystem for Social Finance
by Nicholas Roose, Kanishk Bishnoi The ecosystem that supports social finance represents an impressive confluence of actors and institutions. This note provides
Read MoreSovereign Investment Vehicles and the Case for Social Returns – Toward a Research Agenda
by Patrick J. Schena, Nicholas Roose, Kanishk Bishoi While SWFs unequivocally seek financial returns as a result of various mandates, there
Read MoreGrowing a Middle East Middle Class – Where a Small Investment Goes a Long Way
by Elissa McCarter Elissa McCarter, Vice President of Development Finance at CHF International, explores the tremendous opportunities presented by the political
Read MoreInstitutional Investor Asset Management in a Low Return-High Risk World
by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation at Americas Government Funds Roundtable, 13-14 September, 2012 Table of Contents: I. Global Economic
Read MoreChinese banks controlled by SWFs receive key approvals from Federal Reserve, highlighting treatment of SWFs under US banking laws
by Sean P. Mahoney, Eric S. Yoon Can and should Sovereign Wealth Funds (SWFs) become bank holding companies in the
Read MoreRegulatory Reform and its Implications for SWF Risk Management in the “New Era”
by Dr. Ron D’Vari Dr. D’Vari discusses global risk management and the investment landscape for Sovereign Wealth Funds (SWFs) and
Read MoreBuilding Capacity for Geopolitical Risk Analysis
by Dr. David A. Glancy The ever-evolving state of global politics ensures that unexpected political events will inevitably occur. As this
Read MoreAttracting Talent to the Frontiers of Finance
by Jagdeep Singh Bachher, Ashby H. B. Monk In the aftermath of the financial crisis, institutional investors have become increasingly dissatisfied with
Read MoreOn the Need to Rethink the Endowment Model… Again
by Patrick J. Schena, Eliot Kalter While it is true that Sovereign Wealth Funds (SWFs) have been attracted to university endowments
Read MoreLeviathans Double Bottom Line – Sovereign Wealth Funds as Tools of Strategic Statecraft
by Shannon A. Murphy Sovereign Wealth Funds (SWFs) account for a massive, and growing, source of global financial capital. SWFs
Read MoreA Conversation with Mr. Ewart Williams, Governor, Central Bank of Trinidad and Tobago
by Eliot Kalter, Patrick Schena In June Sovereign Wealth Fund Initiative (SWFI) co-heads Eliot Kalter and Patrick Schena had the occasion
Read MoreFCPA and Other Anti-Corruption Concerns Facing Sovereign Wealth Funds
by Luke Cadigan, Robert Hadley, Elizabeth Robertson, Amy Sommers Sovereign Wealth Funds (SWFs) wield a staggering amount of financial influence. Given
Read MoreDomestic Constraints on Sovereign Wealth Fund Investment Activity
by Jeremy Leong Much of the sovereign wealth fund (“SWF”) debate has taken place in the international context and understandably
Read MoreRegime Changer? Sovereign Wealth Funds and the International Investment System
by David G. Fromm In the past two decades, the use of bilateral investment treaties as vehicles to facilitate foreign direct
Read MoreReflections on the Legal Nature of SWFs – Public or Private Investment Beasts?
by Eliza Malathouni This contribution examines the nature of SWFs as both public and private bodies in an effort to more
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