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ADIA scores positive result in 2023, AuM well over US$ 1 trillion

14th November, 2024

On Thursday, ADIA released its results for the year ended on December 31, 2023 – and below is our usual reading between the lines, for our subscribers:

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China's CIC gets back on track with a 10.7% return in 2023

27th September, 2024

China Investment Corporation (CIC) released on Friday its 2023 Annual Report, with some positive results. The overseas investments of the Chinese SWF returned +10.7% in the fiscal year ending on December 31, 2023, for a 10-year annualized return of 6.6%, right at the world's average.

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Fund of the Year (Jan'24): Norges Bank Investment Management (NBIM)

1st January, 2024

For its 25+ years of global investing and stewardship, for its position as one of the world’s largest and most influential universal asset owners, for its significant activity across asset classes and industries in 2023, and, more broadly, for its leadership among Sovereign Wealth Funds and contribution to the advancement of the industry, Global SWF believes that Norges Bank Investment Management (NBIM), on behalf of the Government Pension Fund Global (GPFG), is a worthy recipient of the 2023 Fund of the Year award. We were delighted to present it to Daniel Balthasar and Pedro Furtado Reis, the Co-CIOs of the US$ 1 trillion listed equities portfolio, and to speak with them about the fund’s recent evolution and ambitions.

Global SWF's Most-read Commentaries of 2023

29th December, 2023

This year saw Global SWF publish 250 daily articles on the latest developments in the sovereign wealth universe at a time of rising geopolitical tensions, economic slowdown and high inflation.

Announcing 2024 Annual Report and Presentation

15th December, 2023

On Monday, January 1, 2024, 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 2023. The report is titled “State-Owned Investors Powering Through Crises” and includes the following sections:

ADIA recovers from a bad 2022, spins off RE & Infra and remains bullish on PE/PC and China

10th October, 2023

On Tuesday, ADIA finally released its 2022 Annual Report, shedding some light on its latest developments:

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PIF takes a hit in 2022, pivots towards Saudi holdings

7th August, 2023

The Public Investment Fund of Saudi Arabia, known as PIF, finally released its 2022 annual report on Sunday, and there is plenty of information to digest in the 140-page document.

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GIC’s FY22/23 return estimated at -8.1%, new AuM at US$ 769 billion

26th July, 2023

GIC issued its annual report on Wednesday, and it had plenty of information – except for, of course, its one-year single return, and its assets under management (AuM), which continues to argue would be against Singapore’s national interest. However, Global SWF maintains a dynamic and proprietary model that singles out the returns and considers the inflows and outflows to determine its AuM annually.

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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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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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Announcing 2023 Annual Report

26th December, 2022

Next Sunday, January 1, 2023, 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 2022. The report is titled “State-Owned Investors in a Multipolar World” and includes the following sections: