SWFs and Egypt – A Fresh Look at Infrastructure Funding and Investments
by Asim Ali, Shatha Al-Aswad This paper argues that “neighborly investment” by the Persian Gulf states and their Sovereign Wealth Funds
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Research
Drivers of Strategic Asset Allocation Decisions for Sovereign Wealth Funds
by Shuvam Dutta In this paper, the author examines the theoretical underpinnings that have guided the investment philosophy of sovereign wealth, compares
Read MoreThe China Investment Corporation at 4 Years – An evolving legacy of capitalization and control
by Patrick J. Schena This analysis examines the China Investment Corporation (CIC) and the process of responding to changing global circumstances
Read MoreAn Overview of the Nigerian Sovereign Investment Authority
by John St. Claret Ezeani Nigeria officially joined the global SWF fraternity in May 2011 when Nigeria’s President Goodluck Jonathan signed
Read MoreA Conversation with Ted Truman – Senior Fellow Peterson Institute for International Economics
by Eliot Kalter, Patrick J. Schena Edwin M. (“Ted”) Truman is a noted voice among sovereign wealth fund watchers and scholars.
Read MoreSWF Asset Allocation after the Financial Crisis – Increased Diversification Requires Enhanced Political Risk Management
by Dr. Eliot Kalter Dr. Eliot Kalter delivered this presentation at the CFA Institute conference in March, 2012 Table of Contents: I. Emerging
Read MorePolitical Risk – An Important Issue for Sovereign Wealth Funds
by Dr. David A. Glancy Political risk is any event that can directly or indirectly alter the value of an economic
Read MoreRedefining Political Risk Management – The SWF Dimension
by Dr. Eliot Kalter Sovereign wealth funds (SWFs) are becoming significant players in an unstable global financial stage. The financial
Read MorePersian Gulf based SWFs & Financial Hubs in Bahrain, Dubai and Qatar – A Case of Competitive Branding
by Asim Ali, Shatha Al-Aswad Competitive branding between Bahrain, Qatar, and UAE has been made apparent on different levels; from oil,
Read MoreReturning Libya’s Wealth
by Luke T. Cadigan, Laura C. Prieston On February 26, 2011, amidst the rebellion in Libya, the United Nations Security Council
Read MoreSWFs and the Economic Development Agenda – Reflections on the “Arab Spring”
by Elijah Reese Without preference to the Arab world, economic challenges fuel social pressures. As the Arab Spring has ably demonstrated,
Read MoreThe Libyan Investment Authority Question Mark
by Patty Ye Cao This thought piece addresses questions surrounding the Libyan Investment Authority. It addresses the following aspects: I. Antecedents of Libyan
Read MoreProposed Tax Regulations Protect U.S. Tax Exemption for Sovereign Wealth Investors
by Joel D. Almquist, Won-Han Cheng, Thomas F. Holt, Jr., Scott D. Newman, Theodore L. Press, Charles H. Purcell, Roger S.
Read MoreSovereign Wealth Funds, Debt Issuances, and the Development of Capital Markets
by Patrick J. Schena, Ravi Shankar Chaturvedi Can and do sovereign wealth funds (SWF) promote the development of capital markets? SWFs
Read MoreThe Pros and Cons of an Islamic Sovereign Wealth Fund
by Jonathan Lawrence Sovereign Wealth Funds (SWFs) have been regarded as highly valuable investors in propelling the Islamic finance industry.
Read MoreFactoring Exchange Rate Policy into your Investment Strategy – Risks Facing Andean Countries
by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation in October, 2011 outlines the implications of surging capital inflows and the difficult policy
Read MoreEntry into US Credit Markets by Sovereign Wealth Funds and Enterprises Controlled by Sovereign Wealth Funds
by Sean P. Mahoney, Eric S. Yoon Recent developments have brought the structure of commercial lending platforms into sharp focus. The
Read MoreSovereign Wealth Funds and the Privatization of State Assets – Toward a Life-Cycle Framework
by Jonathan Brookfield, Patrick J. Schena, Ravi Shankar Chaturvedi (Article Contribution to Report “Braving the New World: Sovereign Wealth Fund Investment
Read MoreSovereign Wealth Funds’ Public Policy and Asset Allocation After the Financial Crisis
by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation in October 2010 explains the relevance of Sovereign Wealth Funds (SWFs), outlines
Read MoreEuro Zone Crisis and Sovereign Wealth Funds
by Dr. Eliot Kalter, Thomas F. Holt The authors write for Reuters on Euro Zone Crisis and Sovereign Wealth Funds (SWFs)
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