22nd November, 2022
Dutch pension fund manager APG is looking to invest in a new 4GW offshore wind farm as part of the Noordzeker consortium, in alliance with an unknown investor.
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25th October, 2022
As the world builds up to the COP27 summit in Egypt next month, Canadian and Arabian Gulf state-owned investors have ramped up their commitments to renewable energy.
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26th July, 2022
Canada’s biggest public pension fund, CPP Investments, continues to maintain its position as a leading global investor in renewable energy with this week seeing it stump up a further US$225 million in Octopus Energy Group.
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22nd July, 2022
The performance of Dutch public pension funds has proven robust despite the impact of the Ukraine crisis on the European economy, but a sharp decline in yields across asset classes will challenge their ability to defend funding ratios while raising pensions in line with inflation.
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23rd June, 2022
Sovereign investors have devoted around US$11 billion to student accommodation from 2015, nearly half of which has come from Singapore’s sovereign wealth fund GIC.
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18th May, 2022
Geopolitical risks to energy markets is set to drive state-owned investors allocations to European renewables projects, helping to accelerate the impetus towards net zero.
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2nd May, 2022
Comparing returns across State-Owned Investors is never easy and it always takes a lot of assumptions and disclaimers. Yet, most funds have now reported their FY21 results, and we have looked at the average investment returns for the past six years (which we consider a fair investment cycle) across 20 major SWFs and 20 major PPFs in an apples-to-apples analysis.
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15th April, 2022
This week the Indonesia Investment Authority (known as INA) signed two agreements to invest US$ 2.7 billion in three parts of the Trans-Sumatra toll-road as well as in two parts of the Trans-Java toll-road. When finished, the former will cover 2,818 km across the Western island while the latter will be smaller at 1,167 km and will link the country’s (current) capital city, Jakarta. The total cost of both projects is estimated at over US$ 40 billion.
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8th March, 2022
Today is International Women’s Day and, once again, we have studied in detail the female representation at State-Owned Investors, including SWFs and PPFs. Diversity and inclusion are becoming key parameters in ESG reporting, and funds are putting a lot of effort in recruiting and retaining people of all genders, races and backgrounds. We observe large disparities in the composition of the workforce of the world’s major SOIs
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15th February, 2022
Stock exchange filings by state-owned investors, published this week, saw a divergence in strategy and positions in Q4 2021, with leaps in some portfolios slightly offset by downward adjustments in others.
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25th January, 2022
Recent weeks have seen a continuation of a theme seen in 2021, when state-owned investors (SOIs) piled record amounts of investment in real estate joint venture partnerships with developers.
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18th January, 2022
Dutch public pension fund manager APG’s US$750 million investment in ILX Management’s private credit fund, which is oriented towards Sustainable Development Goals (SDGs), demonstrates the weight state-owned investors are giving to private debt in emerging markets – as well as integrating debt exposures with ESG principles.
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