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 Wealth Fund 2.0 – Toward A Definition
2. Surveying the Landscape
3. Investment Goals
4. Diverse Mandates
5. Selected Case Studies in Asset Allocation
- Chile
- Norway
- New Zealand
- GIC
6. Key Trends and Take-aways
Sovereign Wealth Funds – From Investment Goals to Asset Allocation Models