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Hard Lessons in Indian Venture Capital as PharmEasy Valuation Hits SWFs

24th August, 2023

At the height of the Covid-19 pandemic, venture capital investment in e-commerce and healthtech was a no-brainer – and India’s PharmEasy, valued at US$5.6 billion in 2021, provided an ideal opportunity for sovereign investors to jump on the bandwagon in a massive, fast-growing emerging market.

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Real Estate Strategies Shift Towards Serving the Digital Economy and Housing Needs

10th July, 2023

State-owned investors originated nearly US$20 billion in real estate deals in the first half of 2023, excluding their commitments to funds overseen by third party asset managers.

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2023 GSR Scoreboard

1st July, 2023

We are delighted to present the 2023 GSR Scoreboard, the most comprehensive analysis on the Governance, Sustainability and Resilience (“GSR”) practices and efforts of the world’s major State-Owned Investors (“SOIs”), including Sovereign Wealth Funds (“SWFs”) and Public Pension Funds (“PPFs).

The Global SWF-meter is now live!

23rd June, 2023

As industry analysts, we have always been fascinated by the changing meter on NBIM’s website. Anyone can see the market value of the world’s largest SWF at any point in time, according to the fluctuations in global financial markets. Over the years, NZ Super joined this effort and is now showing an “AuM-clock” on their homepage, too.

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2023 GSR scoring finalized, report to be issued June 30

19th June, 2023

Since 2020, Global SWF has issued an annual assessment of the efforts of state-owned investors, including sovereign wealth funds and public pension funds, around governance, sustainability, and resilience (GSR).

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For CDPQ, Home is Where Its Heart Is

7th June, 2023

Few public pension funds have the kind of commitment CDPQ has to their home economies, with most focused solely on optimal returns.

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Dutch Funds Help Diversify Australian Student Accommodation Platform into Multi-Family Venture

30th May, 2023

The Netherlands’ public pension fund managers APG and Bouwinvest have swung their weight behind an Australian build-to-rent (BTR) partnership with student accommodation leader Scape Australia founders, Stephen Gaitanos and Craig Carracher.

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CDPQ receives the “Fund of the Year” award from Global SWF

5th May, 2023

On April 20, Charles Emond, President and Chief Executive Officer of CDPQ, received from Diego Lopez, Founder and Managing Director of Global SWF, the physical award “Fund of the Year” at the headquarters of the Canadian pension manager in Montréal.

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CDPQ Set to Lead Canadian Tilt to Europe

24th April, 2023

CDPQ’s decision to deploy US$11.2 billion in European private markets via an expanded London-based team follows a trend among Canada’s Maple 8 public pension funds seen in recent years.

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State Investors Radically Pare Back Chinese Equity Positions Due to Risk Concerns

20th April, 2023

State-owned investors (SOIs) are dumping their Shanghai-listed A-Shares and rapidly reducing their exposure to Chinese public markets amid rising geopolitical risks and market uncertainty.

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Indian Renewables Receives Canadian Boost, Despite Rocky Ride

7th March, 2023

Canada’s biggest public pension fund CPP Investments has boosted its exposure to India’s burgeoning renewables sector with the acquisition of Goldman Sachs’ stake in ReNew Power for US$268 million.

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OMERS Bucks Trends With Positive 2022 Return, But Lags Peers in Multi-Year Yields

28th February, 2023

Canadian public pension fund Ontario Municipal Employees Retirement System (OMERS) reported a 4.2% return in 2022, notching up C$4.9 billion (US$3.6 billion) in investment gains.

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