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2022 GSR Scoreboard

1st July, 2022

Global SWF turns four years old today, and we celebrate it with the third edition of our GSR Scoreboard, which assesses the Governance, Sustainability, and Resilience progress by the world’s leading State-Owned Investors.

State Investors' Portfolios Are Pummeled By Geopolitics, But It's Not All Bad News

8th June, 2022

Global SWF has taken stock of portfolio losses in local currency terms and finds that the value of state owned investors' AUM has taken a hammering since Russia’s military action in Ukraine with hundreds of billions of US dollars wiped off their portfolios - yet, there is still a chink of light in the gloom.

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The Elephant in the Room - are Sovereign Investors beating the markets?

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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Announcing 2022 Annual Report

20th December, 2021

Next Saturday, January 1, 2022, we will be releasing the industry’s most timely, rigorous, and insightful account of the activity and trends of Sovereign Wealth Funds and Public Pension Funds during 2021. The report is titled “State-Owned Investors 3.0” and includes comments from SOIs in every major section:

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Canadian Public Pension Funds Sparked by Australian Infrastructure Deal

26th November, 2021

The approval of the A$5.2 billion (US$3.7 billion) takeover of Spark Infrastructure by a consortium of private equity giant Kohlberg Kravis Roberts (KKR), the Ontario Teachers’ Pension Plan (OTPP) and PSP Investments marks the latest acquisition involving Canadian public pension funds, who have emerged as the leading foreign investors in Australian infrastructure.

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Funds Bolster Top Talent to Provide Strategic Boost

24th November, 2021

Boosting top-level talent has been a focus of appointments among state-owned investors as they seek to adapt to a rapidly changing market environment.

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NZ Super Leads The Antipodean Funds With Bumper Return

14th September, 2021

New Zealand’s US$42 billion NZ Super has notched up its best ever return of 29.6%, beating its benchmark by 1.7% and surpassing the performance of Australia’s public pension fund AustralianSuper (20.4% on the balanced fund) and its sovereign wealth fund the Future Fund (22.2%).

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Stocks and Bonds Boost Annual Returns, But Private Markets Drive Long-Term Growth

27th August, 2021

Recent annual returns by state-owned investors have demonstrated that the rally in public equities has boosted portfolios, but long-term returns suggest private markets generate stronger yield.

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A Leap Into The Future for Australian SWF

26th August, 2021

Australia’s Future Fund posted its best result in its history for the financial year to end-June with an annual return of 22.2%, up from -0.9% in FY2019/20, which put its total assets under management at A$196.8 billion (US$147.6 billion).

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2021 GSR Scoreboard

2nd July, 2021

We are pleased to present the results of the 2021 edition of our GSR Scoreboard, which has become a critical tool of analysis of Sovereign Investors’ Governance, Sustainability and Resilience efforts.

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GSR Scoreboard 2021 Leader: Future Fund

1st July, 2021

For second year in a row, the Future Fund is the only State-Owned Investor to achieve a perfect score (25 of 25 elements) in our GSR Scoreboard. The Australian investor has performed well in both rising and falling markets for the past 15 years, while pursuing excellence in transparency, responsible investing, and resilience.

CDPQ Backs eStruxture's Digital Economy Infrastructure Development

5th May, 2021

Data centers and cloud computing are the infrastructure of the tech revolution. Like conventional transportation infrastructure, the segment provides long-term income generation, yet exposure to tech ensures long-term growth in scale.

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