SWF 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 Market Strength Continues After the Financial Crisis

II. Emerging Markets Financial Markets Still Have Significant Room to Grow

III. Why do SWFs matter? Factors Driving Their Growth

IV. Asset Allocation Diversifies Beyond Traditional Geography and Asset Classes for SWFs and Other Long‐Term investors

V. Global Implications of SWF Growing Resources

VI. Socio‐Political Risks Faced by SWF and Other Long‐Term Investors

SWF Asset Allocation after the Financial Crisis – Increased Diversification Requires Enhanced Political Risk Management