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Russian Sovereign Funds Hammered by Sanctions and Geopolitical Risk

25th March, 2022

The conflict in Ukraine and the effects of sanctions on Russia have dealt a major blow to Russia’s National Wealth Fund (NWF), which saw its total assets under management plunge 11.5% to US$154.8 billion, and is likely to freeze the ability of the Russian Direct Investment Fund (RDIF) to secure inward investment.

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Khazanah Consolidates Funds, But Aviation is Still Caught in a Tail Spin

17th March, 2022

Malaysian sovereign investor Khazanah’s decision to merge its commercial and strategic funds is set to boost the performance of its investment portfolio – but while separating them from the negative effects of distressed assets such as Malaysian Airlines, it is kicking the can down the road in terms of the continued high risk exposures from the troubled aviation sector.

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Turkey’s Fund Switches from High Ambitions to Crisis Management and Nationalization

10th March, 2022

With markets in turmoil, the Turkey Wealth Fund (TVF) has seen its total assets under management plunge to US$22 billion according to Global SWF estimates – nearly half the value it started with six years ago – and the fund is stepping in to resolve the massive challenges facing Turkey in an era of multiple global crises.

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Gulf SWFs Set for Oil Windfall as Ukraine Crisis Boosts Crude Prices

5th March, 2022

With crude prices soaring past US$100/b amid geopolitical risks generated by Russia’s invasion of Ukraine, sovereign wealth funds in the Gulf region are set to be flush with liquidity and free from fiscal pressures.

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Saudi Arabia’s PIF Spreads its Wings: Aramco Equity Could Support Investment by New Offices

25th February, 2022

As it launches new offices in Hong Kong, London and New York, Saudi Arabia’s Public Investment Fund (PIF) is looking at paring back its US$90 billion stake in oil major Saudi Aramco, which was gifted to it by the government earlier this month, and potentially diversifying its private equity and real assets strategies.

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CDPQ Beats All Benchmarks, Delivering Best Return in More than a Decade

25th February, 2022

The Caisse de dépôt et placement du Québec (CDPQ) has reported its best returns in more than a decade with a record C$78 billion (US$61 billion) of total asset growth to C$420 billion (US$328 billion).

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PIF Receives US$80bn Boost with Aramco Stake, But Faces Huge Task to Reach 2030 Target

14th February, 2022

Saudi Arabia’s Public Investment Fund (PIF) has received a US$80 billion shot in the arm with the Kingdom’s government transferring a 4% in national oil company Aramco to the ownership of the sovereign wealth fund – less than two years after the completion of PIF’s sale of a 70% stake in Saudi chemicals major SABIC to Aramco for US$69 billion.

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QIA reaches US$ 445 billion AuM, gets ready to take off

10th February, 2022

The Qatar Investment Authority (QIA) has started 2022 in a very strong manner, and everything indicates that it may be getting ready to fly high once again. On the one hand, the strong returns of public and private equities during 2021 helped grow its balance sheet to an record high with an estimated US$ 445 bn. On the other, the organization recently completed a restructuring of its governance and structure, adapting it to the new normal and opportunities.

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Azerbaijan's SWF Boosted by Pivot to US Equities

19th January, 2022

The surge in oil prices coupled with a bull market in US public equities helped deliver Azerbaijan’s sovereign wealth fund a robust return and a boost to total assets under management in 2021, said Global SWF using the latest data from the State Oil Fund of the Republic of Azerbaijan (SOFAZ).

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What will Singapore’s GIC Do With Its US$137bn Liquidity Injection?

13th January, 2022

Singapore’s sovereign wealth fund GIC will be boosted by around S$185 billion (US$137 billion) following the passing of a law that will lead to a reduction in foreign reserves held by the Monetary Authority of Singapore (MAS).

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CalPERS Passes Half a Trillion Mark, But is Still Short of a CIO

29th December, 2021

The US’s biggest public pension fund, the California Public Employees’ Retirement System (CalPERS), reported that its market value edged past half a trillion dollars for the first time.

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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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