Layout:

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:

Subscriber Post

Alberta Sacks AIMCO Board Amid Costs Concerns

8th November, 2024

The government of Canada’s Alberta province has sacked the board and CEO of its US$115 billion public pension fund over rising costs.

Subscriber Post

Yen Bounce Back Hits GPIF's Return, Potentially Spurring More Alternatives Investments

5th November, 2024

The rise in the value of the yen and poor performance in domestic equities has delivered Japan’s gigantic Government Pension Investment Fund (GPIF) its biggest quarterly loss since the pandemic struck in 2020 with a return of -3.6%.

Subscriber Post

NBIM Posts Q3 Return of US$76bn, But Misses Benchmark

24th October, 2024

Norges Bank Investment Management (NBIM) reported another quarter of underperformance as its oil-backed Government Pension Fund Global (GPFG) struggled with geopolitical uncertainty and downside risk to public equities.

Subscriber Post

NPS’s Return Hit by Staffing Problems and Manager Underperformance, Claims Lawmaker

18th October, 2024

The KRW1.2 trillion (US$875 million) Korea’s National Pension Service (NPS) has paid to external managers for its global equities portfolio over the past three years is not good value for money, according to a lawmaker from the country’s ruling People Power Party, reports The Korea Times.

Subscriber Post

How Resilient is NBIM as it Faces Massive State Withdrawals and Heightening Global Risks?

9th October, 2024

The Norwegian government is planning to tap into its US$1.7 trillion sovereign wealth fund to plug a fiscal hole in its 2025 budget plans, but the world's biggest state-owned investor can absorb even multi-billion withdrawals by dint of its massive scale and long-term growth.

Subscriber Post

Fund of the Month (Oct'24): Future Generation Reserve (FGR)

1st October, 2024

Bahrain may be the smallest country in the GCC in terms of population and economy, but its Sovereign Investment industry is well developed, with two active SWFs: one for stabilization and savings function (Future Generation Reserve, or FGR) and another one for strategic and development purposes (Mumtalakat). The FGR had been a relatively low-profile SWF until 2020, when the government of Bahrain withdrew US$ 450 million, or half of its assets back then, to maintain economic stability. The withdrawal was followed by a change in the deposit rules, and the fund has been growing again thanks to new inflows and strong investment returns.

NZ Super Trounces Peers in Both Annual and Long-Term Returns

9th September, 2024

The New Zealand Superannuation Fund (NZ Super) continues to beat peers with another strong result boosted by public equities which enabled it to report a 14.9% return in the year to end-June, helping to boost coffers by NZ$11 billion (US$6.8 billion) to reach NZ$77 billion (US$47.4 billion) in FY2023/24.

Subscriber Post

South Korea Examines NPS Overhaul to Win Back Confidence

30th August, 2024

South Korea’s National Pension Fund (NPS) is set for an overhaul as it struggles to prove it will provide long-term financial security for the country’s ageing population, although it logged a strong performance in H1 2024 with a return of 9.71% led by robust growth in public equity.

Subscriber Post

PIF Generates 9% Annual Return in 2023, Strides Towards US$1trn AUM

19th August, 2024

Vision 2030 is an overriding mission of Saudi Arabia’s Public Investment Fund (PIF), which has drained cash reserves and drawn on its global portfolio to bolster the Kingdom’s economic diversification program, but the fund continues its path towards US$1 trillion in 2025 and US$2 trillion by the end of the decade.

Subscriber Post

Tech Stocks Lift NBIM in H1, But Real Assets Disappoint

15th August, 2024

The world’s biggest sovereign wealth fund, Norway’s Government Pension Fund Global (GPFG), managed by Norges Bank (NBIM), reported an 8.6% return in H1, with strong growth in public equities offsetting a disappointing result in other asset classes.

Subscriber Post

Public Equities and Commodities Lead OTPP's H1 Performance

14th August, 2024

The performance of Canada’s highly transparent public pension funds can serve as a barometer for trends across the global institutional investor universe, including highly opaque sovereign wealth funds.

Subscriber Post