Asset Allocation – SovereigNet

Into the institutional Void – Managing the Sovereign Wealth of Emerging Economies

November 12, 2013September 1, 2017 Anurag Rastogi 0 Comment Analysis, Asset Allocation, Challenges, Drivers, Economics, Eliot Kalter, Emerging Economies, Emerging Market SWF, Frontier Markets, Institutional Void, Investment Agenda, Investment Origin, Investment Practices, Investment Purpose, Investment Size, Investment Strategy, Inward Investment, Mandate, Outbound Investments, Overview, Patrick Schena, Roles, Sovereign Investment Vehicle, Sovereign Wealth Funds (SWFs)

by Eliot Kalter, Patrick J. Schena The goal of this note is to offer an analytical overview of the roles and investment

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Sovereign Wealth Funds – From Investment Goals to Asset Allocation Models

March 14, 2013August 26, 2017 Anurag Rastogi 0 Comment Alternative Assets, Asset Allocation, Capital Source, Investment Goals, Investment Horizon, Investment Strategy, Liability, Liquidity, Mandate, Patrick Schena, sovereign wealth funds

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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On the Need to Rethink the Endowment Model… Again

June 25, 2012August 30, 2017 Anurag Rastogi 0 Comment Asset Allocation, Asset Correlations, Capital Requirements, Compensation Incentives, Eliot Kalter, Endowment Model, Harvard Investment Model, Investment Strategies, Liabilities, Liquidity, Liquidity Puzzle, Norway Pension Funds, Patrick Schena, Pension Funds, Post 2008 Financial Crisis, Risk Structures under Stress, Risk-Return, sovereign wealth funds, Yale Investment Model

by Patrick J. Schena, Eliot Kalter While it is true that Sovereign Wealth Funds (SWFs) have been attracted to university endowments

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Drivers of Strategic Asset Allocation Decisions for Sovereign Wealth Funds

March 30, 2012August 30, 2017 Anurag Rastogi 0 Comment Asset Allocation, Drivers, Funding Source, Global Asset Allocation, Investment Horizon, Investment Mandates, Investment Philosophy, Investment Strategy, Policy Purpose, Portfolio, Recent Funds, Shuvam Dutta, sovereign wealth, sovereign wealth funds, Sub-prime crisis, Theoretical Drivers

by Shuvam Dutta In this paper, the author examines the theoretical underpinnings that have guided the investment philosophy of sovereign wealth, compares

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

March 16, 2012September 2, 2017 Anurag Rastogi 0 Comment Asset Allocation, CFA Institute, Diversification, Drivers, Eliot Kalter, Emerging Markets, Financial Crisis, Global Asset Allocation, Growth Drivers, Long Term Investment, Pension Funds, Political Risk, Post 2008 Financial Crisis, Risk Management, Socio‐Political Risks, Sovereign Wealth Funds (SWFs), SWF vs Others

by Dr. Eliot Kalter Dr. Eliot Kalter delivered this presentation at the CFA Institute conference in March, 2012 Table of Contents: I. Emerging

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Sovereign Wealth Funds’ Public Policy and Asset Allocation After the Financial Crisis

October 15, 2010September 3, 2017 Anurag Rastogi 0 Comment Accountability, Asset Allocation, Asset Class, Discriminatory Practices, Diversification, Eliot Kalter, Emerging Markets, Financial Crisis, Geographic Analysis, Global Asset Allocation, Global Assets Under Management, Investment Horizon, Long Term Investors, Portfolio, Post 2008 Financial Crisis, Private Equity, Public Policy, Purpose, Sector Analysis, Socio‐Political Risks, sovereign wealth, Sovereign Wealth Fund Initiative, sovereign wealth funds, Sovereign Wealth Funds (SWFs), Transparency

by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation in October 2010 explains the relevance of Sovereign Wealth Funds (SWFs), outlines

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