Alaskan SWF May Commit Up to $3 Billion Toward Private Markets in FY 2017

The Alaska Permanent Fund Corporation (APFC) is keen on getting more deal flow in private markets. With a new chief investment officer named Russell Read (formerly from Kuwait GIC and CalPERS) and a mandate from the fund’s board of trustees, the fund plans to commit up to US$ 3 billion in private investments for the […]

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SWFI – Movers and Shakers – May 26, 2016

Allianz Global Investors Promotes Zurkow to Head Alts Team Allianz Global Investors promoted Deborah Zurkow as head of alternatives. Zurkow will join the investment committee and report to Allianz Global Investors’ CEO Andreas Utermann. Previously, Zurkow was chief investment officer and head of infrastructure debt at the company. Claus Fintzen, a portfolio manager from the […]

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SWFI First Read, May 26, 2016

Blackstone Ponders Logicor Sale The Blackstone Group is in talks on whether to sell its European logistics business called Logicor. The platform is valued around €11 billion, including debt. At the moment, asset owners are clamoring for high-quality logistical assets. Cybersecurity: OMERS Forms Tech Committee The Ontario Municipal Employees’ Retirement System (OMERS) has formed a […]

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OMERS and PointNorth Partner to Target Troubled Firms

Toronto-based Oxford Park Group announced the formation of PointNorth Capital Inc. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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Alaskan SWF Commits Half a Billion to Infrastructure Fund

The Alaska Permanent Fund Corporation (APFC) committed US$ 500 million to a fund managed by Global Infrastructure Partners. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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Brazil Could Liquidate Sovereign Fund

Brazil is in the midst of painful recession, coupled with political troubles reaching the highest levels of government. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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CIC Parks Big Money in Manhattan Financial District Office

Mega sovereign wealth funds continue to circle around core markets in the United States. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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PARTNER CONTENT AND RESEARCH


Research and commentary from leading asset managers, organizations and service providers.

Marcus & Millichap
First Quarter 2016 Real Estate Update: Marcus & Millichap

Goal Group
Is Your Purchase or Sale of Securities Covered Under U.S. Law?

Marcus & Millichap
Why Institutional Investors are Bullish on U.S. Real Estate

Goal Group
How Investors Are Leaving Billions on the Table

National Association of Investment Companies (NAIC)
Do Diverse Pension Plans Hire Diverse Investment Managers: The Answer May Surprise You

TOBAM
Make Diversification your Beta

National Association of Investment Companies (NAIC)
Outsized Performance is Met With Outsized Demand

MORE CONTENT

SWFI® RESEARCH, ARTICLES AND INDUSTRY NEWS

WE’RE IN: GE to Play Role in Saudi Arabian Diversification Plan

Fairfield, Connecticut-based General Electric Co. (GE), traversing in the footsteps of working with the United Arab Emirates government on a number of initiatives such as Masdar and commercial financing, plans to take part in US$ 3 billion worth of investments Saudi Arabia is doing to diversify the kingdom away from oil. [ Content protected for […]


Korea’s NPS Names Hedge FoF Finalists

Demand for hedge funds is showing signs of life on the Korean peninsula. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Massive Scottish Offshore Windfarm Project Gets Greenlight

PensionDanmark finalized its first investment in a £2.6 billion Scottish offshore windfarm dubbed Beatrice Offshore Windfarm Ltd. PensionDanmark made the investment through the Copenhagen Infrastructure Partners’ I and II funds. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


factor based investing

BUYING: Smart Beta Dreams

Money managers are hustling to get a larger piece of the smart beta market, as hundreds of billions exit traditional mutual funds. Increasingly, sovereign wealth funds and pensions are using smart beta exchanged-traded funds or employing factor-based strategies in their portfolios, according to SWFI research. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers […]


SWFI First Read, May 23, 2016

Bayer Bids for Monsanto Leverkusen-based Bayer AG put out an unsolicited US$ 62 billion all-cash offer to acquire St. Louis-based Monsanto Co. Altico Capital Closes on 2 Indian Residential Deals Altico Capital, a non-banking finance company backed by Clearwater Capital Partners, Abu Dhabi Investment Council and Varde Partners, closed two real estate deals in India. […]


CalPERS: Competing Against SWFs and Pensions for Properties

Real estate consulting firm Courtland Partners pitched their services to California Public Employees’ Retirement System (CalPERS) to displace the incumbent Pension Consulting Alliance (PCA). [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


RDIF Leads Investor Group in Dairy Complex Project in Ryazan Region

On May 18th, 2016, the Russian Direct Investment Fund (RDIF), the Thai conglomerate Charoen Pokphand Group (C.P. Group), Banner Infant Dairy Products from China (Banner Dairy), as well as other Gulf public investors and banks together with the Ryazan Region Government entered into a Memorandum of Understanding (MoU) for the establishment of Russia’s biggest integrated […]


Temasek Gets Closer to China Yum Brands Acquisition

Singapore’s Temasek Holdings is bidding for an approximate 20% stake in Yum Brands’ China unit. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Friday SWFI News Roundup, May 20, 2016

MOODY’S: U.S. Tech Giants Hold Massive Pools of Cash Ratings agency Moody’s Investors Service put out a study showing that Apple, Microsoft, Alphabet (formerly called Google), Cisco Systems and Oracle are sitting on US$ 504 billion, or 30%, of the US$ 1.7 trillion in cash and cash equivalents held by U.S. non-financial companies in 2015. […]


Mumtalakat Holdings Invests in Offices in Phoenix and Dallas

Bahrain’s Mumtalakat Holdings acquired a 49% stake in a 1.2 million square foot portfolio of seven Class-A office buildings for about US$ 250 million. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


FSDEA Reduced Debt Exposure, Boosted African PE in 2015

Angola’s sovereign wealth fund, also known as FSDEA, augmented its exposure to private equity investments in sub-Saharan Africa in 2015. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


GeoPhy Expands Footprint with Asset Owners

APG, a manager of Dutch pension assets, and property data provider Delft-based GeoPhy are working together with regard to property data and international expansion. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]


Mark Wiseman

CPPIB Wiseman Goes to BlackRock, Machin Becomes CEO of CPPIB

Mark Wiseman, the current President & Chief Executive Officer of Canada Pension Plan Investment Board (CPPIB) has accepted a job at BlackRock to become incoming senior managing director and a member of the Global Executive Committee (GEC). Wiseman will become Head of BlackRock’s Global Active Equity business and will become Chairman of the BlackRock Global […]


SWFI First Read, May 19, 2016

Qatar Airways Increases Stake in British Airways Parent Company Qatar Airways increased its stake in International Consolidated Airlines Group SA, the parent company of British Airways, to 15.01%. Qatar Airways in 2015 became the largest shareholder in International Consolidated Airlines Group. Under European Union regulations, foreign investors are limited to holding no more than 49% […]


GLP Subsidiary Seeks to Raise Panda Bonds

Singapore-listed Global Logistic Properties (GLP), a logistics owner and operator which has assets in countries such as the United States, China, Brazil and Japan, is looking to increase its market share in mainland China. Institutional investors see China’s middle class expanding, driving massive growth in e-commerce activity and retail chain store sales. [ Content protected […]


Khazanah Nasional Formally Opens London Office

Malaysia’s Khazanah Nasional officially opened its London office. A unit called Khazanah Europe Investment Limited (KEIL) was created and will be the wealth fund’s operational headquarters for Europe. The office is located at The Shard, which is located in Southwark, London. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to […]


30 Days in the Shoes of a Private Equity Sovereign Fund Exec

Sovereign wealth fund executives, especially at the larger funds, are heavily pitched ideas constantly, ranging from pharmaceutical startups, asset-backed security plays, real estate properties, hedge funds, private equity funds to infrastructure assets. SWFI research staff selected a mid-sized sovereign wealth fund for the analysis. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. […]


RDIF and Vietnam’s SCIC Form Co-Investment Platform

The Russian Direct Investment Fund (RDIF) inked a Memorandum of Understanding with Vietnam’s State Capital Investment Corporation (SCIC) to form a Russian-Vietnamese investment platform, similar to ones with China and South Korea. RDIF and SCIC will search for attractive investment projects in bilateral trade. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. […]


Hedge Fund Bridgewater Plants Flag in China

Increasingly, global asset managers are seeking paths to enter China’s investor market, hoping to pursue billions of dollars in business. Traditionally, U.K. and U.S. banks and investment managers have conducted investment management business in China through joint ventures with domestic partners. Pension reforms are on the way, while Chinese life insurers seek to allocate large […]


SWFI First Read, May 17, 2016

Investec Asset management Wins Sub-Saharan Africa Infrastructure Mandate Investec Asset management won a mandate to manage a US$ 670 million fund called the Emerging Africa Infrastructure Fund (EAIF). The fund, which was founded in 2002, is a public-private partnership financially backed by a number of governments including Switzerland, United Kingdom, the Netherlands and Sweden. The […]


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