Eliot Kalter

Featured Research 

Social Impacts and the Practice of Direct Infrastructure Investment

September 24, 2020September 24, 2020 Joseph Nallen 0 Comment direct infrastructure investment, Eliot Kalter, foreign investments, Guggenheim Partners, Patrick Schena, Research, Social impact investing

Dr. Patrick Schena, Fletcher’s Adjunct Assistant Professor of International Business, and Dr. Eliot Kalter, co-head of SovereigNet at The Fletcher School, recently published

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Research 

Sovereign Wealth Fund Investment Trends – January 2016

January 10, 2016July 28, 2017 IBGC 0 Comment Eliot Kalter, investment trends, sovereign wealth funds

by Eliot Kalter 1. SWF Overview Overall size, growth, funding sources and relevance What factors have driven their growth? Mandates

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Research 

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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Research 

By the Numbers – The Quest for Performance

October 14, 2013August 24, 2017 Anurag Rastogi 0 Comment Alternative Assets, Asset-Liability Gap, Eliot Kalter, Global Asset Allocation, Institutional Investor, Nidhi Shandilya, Patrick Schena, Portfolio Risk, Post 2008 Financial Crisis, Suzanne Duncan, Tail Events

by Patrick J. Schena, Eliot Kalter, Suzanne L. Duncan, Nidhi V. Shandilya The Fletcher School at Tufts University and State Street’s

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Research 

Institutional Investor Asset Management in Low Return / High Risk World

February 26, 2013August 27, 2017 Anurag Rastogi 0 Comment Alternative Assets, Asset Class Performance, Asset Management, Cash, Diversification, Economic Outlooks, Eliot Kalter, Emerging Markets, Global Asset Allocation, Global Risks, Institutional Investor, Investment Strategy, Low Return-High Risk, Pension Funds, Portfolio Optimization, sovereign wealth funds, State Street

by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation to the State Street Middle East client retreat, 26-27 February, 2013 Table of

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Research 

Institutional Investor Asset Management in a Low Return-High Risk World

September 13, 2012August 27, 2017 Anurag Rastogi 0 Comment Alternative Assets, Asset Class Performance, Asset Management, Diversification, Eliot Kalter, Global Asset Allocation, Global Assets Under Management, Global Financial Stock, Global Risks, Institutional Investor, Investment Strategy, Low Return-High Risk, Macro Environment, Pension Funds, Portfolio Optimization, sovereign wealth funds

by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation at Americas Government Funds Roundtable, 13-14 September, 2012 Table of Contents: I. Global Economic

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Research 

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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Research 

A Conversation with Mr. Ewart Williams, Governor, Central Bank of Trinidad and Tobago

June 7, 2012August 27, 2017 Anurag Rastogi 0 Comment Central Bank, Eliot Kalter, Ewart Williams, Heritage and Stabilization Fund (HSF), Interview, Patrick Schena, 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

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Research 

A Conversation with Ted Truman – Senior Fellow Peterson Institute for International Economics

March 16, 2012August 30, 2017 Anurag Rastogi 0 Comment Eliot Kalter, International Forum of SWF, International Monetary Fund (IMF), Interview, Patrick Schena, sovereign wealth funds, Trends

by Eliot Kalter, Patrick J. Schena Edwin M. (“Ted”) Truman is a noted voice among sovereign wealth fund watchers and scholars.

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Research 

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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Research 

Redefining Political Risk Management – The SWF Dimension

February 19, 2012September 2, 2017 Anurag Rastogi 0 Comment Eliot Kalter, Financial Crisis, International Investment, Liquidity Risk, Long Term Investors, Political Risk, Post 2008 Financial Crisis, Risk Analysis, Risk Management, Santiago Principles, Socio‐Political Risks, Solvency Risk, Sovereign Wealth Funds (SWFs)

by Dr. Eliot Kalter Sovereign wealth funds (SWFs) are becoming significant players in an unstable global financial stage. The financial

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Research 

Factoring Exchange Rate Policy into your Investment Strategy – Risks Facing Andean Countries

September 13, 2011September 3, 2017 Anurag Rastogi 0 Comment Andean, Brazil, Capital Inflows, Chile, Columbia, Credit Growth, Eliot Kalter, Emerging Markets, Exchange Rate, Exchange Rate Policy, Fiscal Policy, Investment Strategy, Latin America, Monetary Policy, Peru, Policy Choices, Post 2008 Financial Crisis, Pre-Crisis, Prudential Norms, Risks, Sovereign Debt, Sovereign Investors

by Dr. Eliot Kalter Dr. Eliot Kalter’s Presentation in October, 2011 outlines the implications of surging capital inflows and the difficult policy

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Research 

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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Research 

Euro Zone Crisis and Sovereign Wealth Funds

June 17, 2010September 3, 2017 Anurag Rastogi 0 Comment Austerity, Blog, Blog Post, Economic Recovery, Eliot Kalter, Euro Zone, European Union, Institutional Investors, Investment Strategies, Liquidity Risk, Macroscope, Public Sector Debt, Risk Management, Socio‐Political Risks, Sovereign Wealth Funds (SWFs), Thomas Holt

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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Research 

Key International Issues for Sovereign Wealth Funds

October 25, 2009September 3, 2017 Anurag Rastogi 0 Comment Discriminatory Practices, Eliot Kalter, Expertise, External Relations, Financial Crisis, Global Financial System, International Issues, Investment Process, Knowledge, Mandate, Mission, Post 2008 Financial Crisis, Purpose, Regulatory Framework, Santiago Principles, Sovereign Wealth Fund Initiative, Sovereign Wealth Funds (SWFs), Thomas Holt

by Dr. Eliot Kalter, Thomas F. Holt This report, a product of CEME’s Sovereign Wealth Fund Initiative (SWFI), is based on discussions

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Research 

The Sovereign Wealth Fund Initiative in the Context of the International Working Group of Sovereign Wealth Funds

September 16, 2009September 3, 2017 Anurag Rastogi 0 Comment Eliot Kalter, International Forum, International Working Group, Legal Issues, Santiago Principles, Sovereign Wealth Fund Initiative, Sovereign Wealth Funds (SWFs), Thomas Holt

by Dr. Eliot Kalter, Thomas F. Holt This note describes the role of the CEME’s Sovereign Wealth Fund Initiative (SWFI) in the

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