Sovereign Wealth Funds (SWFs)

Mumtalakat and Bahrain’s National Economic Strategy – Straddling Performance and Liquidity (Case Study)

February 5, 2014September 2, 2017 Anurag Rastogi 0 Comment Bahrain, Case Study, Corporate Finance, Country Strategy, Economic Development, International Finance, Investment Performance, Liquidity, Liquidity Management, Mumtalakat, Portfolio, Private Equity, Privatization, Ravi Shankar Chaturvedi, Restructuring, Sovereign Wealth Funds (SWFs), Transformational Funds, Valuation

by Ravi Shankar Chaturvedi “Mumtalakat: Straddling Performance and Liquidity” is an interdisciplinary case, intended for use as a pedagogical tool,

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Sovereign Wealth Funds – ESADEgeo Annual Report 2013

November 27, 2013September 2, 2017 Anurag Rastogi 0 Comment Christopher Balding, Ellen Campbell, Energy, ESADE, ESADEgeo, Geographic Analysis, Global Investments, HSBC Business School, Investment Strategies, Jaime García-Legaz, Javier Santiso, John Scott, Komal Shakeel, KPMG, KPMG España, Latin America, Patrick Schena, Publication, Real Estate, Secretary of State for Trade, Sector Analysis, sovereign wealth funds, Sovereign Wealth Funds (SWFs), Spain, Venture Capital, Victoria Barbary, Xavier Reig

by Javier Santiso ESADEgeo’s new report, Sovereign Wealth Funds 2013, shows the decline in direct investments experienced by SWFs in 2012:

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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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Financing the Expansion of Global Energy – The Role of SWF Investment as Strategic Private Equity

November 2, 2013September 2, 2017 Anurag Rastogi 0 Comment Co-Investment, Energy, Global Asset Allocation, Global Energy, New Energy Sources, Patient Capital, Patrick Schena, Private Equity, sovereign wealth funds, Sovereign Wealth Funds (SWFs), Strategic Investment, Strategic Private Equity, SWF Investment

by Patrick J. Schena By any measure, the role of the energy sector in any economy has strategic implications for

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More Layers than an Onion – Looking for a Definition of Sovereign Wealth Funds

June 12, 2013September 2, 2017 Anurag Rastogi 0 Comment Categorization, Definition, Global Finance, International Investment, Javier Capapé, National Development, sovereign wealth funds, Sovereign Wealth Funds (SWFs), Tomás Guerrero

by Javier Capapé, Tomás Guerrero This paper was originally conceived as an investigation to pin down what a SWF is. During

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The Geographic Challenges of Establishing Sovereign Wealth Funds in Frontier Markets (Case Study)

May 23, 2013September 3, 2017 Anurag Rastogi 0 Comment Adam Robbins, Case Study, Challenges, Comparative Analysis, Establishing SWF, Expertise, Frontier Markets, Geographic Context, Geographic Risk, Implementation Skills, Investment Management, Knowledge Management Risk, Mongolia, Policy Objectives, Political Risk, Resource Constraints, Risk Mitigation, Sovereign Wealth Funds (SWFs), State Owned Enterprises (SOE), Trinidad and Tobago

by Adam B. Robbins Introduction Sovereign wealth funds (SWFs) face numerous, complex challenges in their establishment and growth. Like any investor,

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Understanding and Managing Political Risk of Sovereign Wealth Funds

May 21, 2013September 2, 2017 Anurag Rastogi 0 Comment Bruno Gehrig, Categorization, Challenges, Conceptualizing, Framework, Hans Peter Fagagnini, Nature, Political Risk, Risk Management, Sandro Grünenfelder, sovereign wealth funds, Sovereign Wealth Funds (SWFs), Thesis

by Sandro Grünenfelder Sovereign wealth funds (SWFs) have been around since the 1950s. It was only in the last decade, however,

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SWFs and Egypt – A Fresh Look at Infrastructure Funding and Investments

March 31, 2012August 31, 2017 Anurag Rastogi 0 Comment Arab Spring, Asim Ali, Capital Building, Capital Diversification, Development Funding, Direct Investment, Diversification, Egypt, Infrastructure Funding, Investments, Islamic Finance, Neighbourly, Persian Gulf States, Shatha Al-Aswad, Sovereign Wealth Funds (SWFs)

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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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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Political Risk – An Important Issue for Sovereign Wealth Funds

February 26, 2012September 2, 2017 Anurag Rastogi 0 Comment David Glancy, Diversification, Government Policies, Investment Strategies, Investment Structuring, Political Risk, Portfolio Diversification, Post 2008 Financial Crisis, Risk Analysis, Risk Insurance, Risk Management, Sovereign Wealth Funds (SWFs)

by Dr. David A. Glancy Political risk is any event that can directly or indirectly alter the value of an economic

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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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Persian Gulf based SWFs & Financial Hubs in Bahrain, Dubai and Qatar – A Case of Competitive Branding

February 2, 2012September 2, 2017 Anurag Rastogi 0 Comment Asim Ali, Bahrain, Cannibalization, Competition, Duplication, Financial Center, Gulf State, International Finance, Islamic Banking, Qatar, Shatha Al-Aswad, Sovereign Wealth Funds (SWFs), UAE

by Asim Ali, Shatha Al-Aswad Competitive branding between Bahrain, Qatar, and UAE has been made apparent on different levels; from oil,

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Returning Libya’s Wealth

December 22, 2011September 3, 2017 Anurag Rastogi 0 Comment Asset Freeze, Corruption, Gadhafi, Laura Prieston, Libya, Luke Cadigan, National Transitional Council, sovereign wealth, Sovereign Wealth Funds (SWFs), Unfreezing, United Nations Security Council

by Luke T. Cadigan, Laura C. Prieston On February 26, 2011, amidst the rebellion in Libya, the United Nations Security Council

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SWFs and the Economic Development Agenda – Reflections on the “Arab Spring”

December 10, 2011September 3, 2017 Anurag Rastogi 0 Comment Arab Spring, Capital flow, Commentary, Domestic Mandate, Dutch Disease, Economic Development, Elijah Reese, Government Policies, Home Economy, Investment, Job Creation, Liquidity, MENA, Private Sector, Social Development, Sovereign Wealth Funds (SWFs)

by Elijah Reese Without preference to the Arab world, economic challenges fuel social pressures. As the Arab Spring has ably demonstrated,

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Proposed Tax Regulations Protect U.S. Tax Exemption for Sovereign Wealth Investors

November 10, 2011September 3, 2017 Anurag Rastogi 0 Comment Charles Purcell, Commercial Activities, Foreign Government, Foreign Government Control, Joel Almquist, Private Funds Investing, Regulations, Roger Wise, Scott Newman, Section 892, Sovereign Wealth Funds (SWFs), Tax Exemption, Theodore Press, Thomas Holt, US Taxes, Won-Han Cheng

by Joel D. Almquist, Won-Han Cheng, Thomas F. Holt, Jr., Scott D. Newman, Theodore L. Press, Charles H. Purcell, Roger S.

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Sovereign Wealth Funds, Debt Issuances, and the Development of Capital Markets

November 3, 2011September 3, 2017 Anurag Rastogi 0 Comment Capital Markets, Debt Issuance, Islamic Finance, Khazanah, Liability, Liability Structure, Mandate, Offering Document, Patrick Schena, Purpose, Ravi Shankar Chaturvedi, Sovereign Wealth Funds (SWFs), Sukuk, Temasek

by Patrick J. Schena, Ravi Shankar Chaturvedi Can and do sovereign wealth funds (SWF) promote the development of capital markets? SWFs

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The Pros and Cons of an Islamic Sovereign Wealth Fund

October 26, 2011September 3, 2017 Anurag Rastogi 0 Comment Benefits, Disadvantages, Islamic Finance, Islamic SWF, Jonathan Lawrence, Pros and Cons, Sovereign Wealth Funds (SWFs)

by Jonathan Lawrence Sovereign Wealth Funds (SWFs) have been regarded as highly valuable investors in propelling the Islamic finance industry.

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Sovereign Wealth Funds and the Privatization of State Assets – Toward a Life-Cycle Framework

June 7, 2011September 3, 2017 Anurag Rastogi 0 Comment Active Investment Management, Behavior, Categorization, Characterization, Definition, Framework, Jonathan Brookfield, Lifecycle, Liquidity, Long Term Investment, Monetization, National Importance, Patrick Schena, Privatization, Ravi Shankar Chaturvedi, Sovereign Wealth Funds (SWFs), State Assets, State Owned Enterprises (SOE), Structure, Transformational Funds, Wealth Accumulation, Wealth Preservation

by Jonathan Brookfield, Patrick J. Schena, Ravi Shankar Chaturvedi (Article Contribution to Report “Braving the New World: Sovereign Wealth Fund Investment

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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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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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