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PE Rescues CalPERS’ Performance, but Musicco Doesn’t Change Her Tune on Overhaul

20th July, 2022

Healthy private equity returns helped the US$446 billion California Public Employees' Retirement System (CalPERS) beat its -7.0% benchmark return with a -6.1% net return on the financial year ending June 30.

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Japan’s Goliath-Sized Fund Proves Resilient in Crisis

18th July, 2022

Japan’s JPY196.6 trillion (US$1.42 trillion) Government Pension Investment Fund (GPIF) weathered the geopolitical turmoil that rocked markets in the wake of the Russian invasion of Ukraine, reporting a mere 1.1% decline in the portfolio in the last quarter of FY2021/22, corresponding with Q1 of 2022.

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Oman Achieves Double-Digit Return and Plans Divestment to Diversify Economy

13th July, 2022

The Oman Investment Authority (OIA) notched up a 10.3% return in 2021, in a year in which it completed 35 investments in private markets, according to its latest report.

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Temasek Future Proofs for Tough Times Ahead

12th July, 2022

Temasek posted a respectable 5.8% return in a year of immense change for the Singaporean state-owned investor, which saw it recruit a new chief executive, Dilhan Pillay Sandrasegara, following 17 years under Ho Ching.

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Giant Russian Sovereign Fund's Highs Hide Soaring Risks

6th July, 2022

Russia’s National Wealth Fund continues to defy past expectations, swelling its assets under management to US$210.6 billion – but it may not be all plain sailing for the hefty stabilization fund.

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Iran’s SWF is at US$ 139 billion and is ready to shine

13th June, 2022

Last Saturday, the National Development Fund of Iran (NDFI) unveiled a secret the international press had long wondered about: the current state of its balance sheet. And to the surprise of many, the number was US$ 139 billion, including US$ 110 billion in loans and US$ 29 billion in cash. According to Global SWF ranking, that makes it the world’s 17th largest SWF.

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China’s external assets near US$ 10 trillion

10th June, 2022

Last week, the State Administration of Foreign Exchange, widely known as SAFE, released the latest data on China’s international investment position. SAFE functions as a bureau with vice-ministerial rank under the Central Bank, the People's Bank of China (PBOC), and manages the country’s foreign reserves among other external assets.

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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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South Africa can’t shake its corruption problem

3rd June, 2022

The Public Investment Corporation (PIC), Africa's biggest pension manager with US$ 157 billion in AuM, has been buried in allegations of corruption since Jacob Zuma’s presidency. When Cyril Ramaphosa took office in 2018, he made his mission to root out such issues, including Zuma, the Guptas, and PIC. Four years later, it does not seem that things have improved much in the country or at the fund manager.

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Korea's SWF Set to Boost Private Markets Exposure as AUM Shoots Past USD200bn

30th May, 2022

The Korea Investment Corporation (KIC) posted an annual return of 9.13% for 2021 with assets under management reaching US$205 billion – exceeding the US$200 billion mark in the first time in its 16 year history.

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Nigeria’s Sovereign Fund Posts Gains, but Warns of Inflation and Recession Risks

24th May, 2022

The Nigeria Sovereign Investment Authority (NSIA) shrugged off the impact of market volatility to post its ninth successive year of earnings, but has warned 2022 could be the most challenging year yet due to the impact of inflation, Russia’s invasion of Ukraine and supply chain bottlenecks on all asset classes.

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Russia's NWF Holds Up ... For Now

17th May, 2022

Russia’s National Wealth Fund (NWF) has so far defied expectations that it faces a slump in portfolio value amid increasing sanctions and domestic economic recession, but the situation could still change as Western governments tighten their measures in response to intervention in Ukraine.

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