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Canadian Peers Should Learn a Lesson from Ontario Teachers

14th March, 2022

The Ontario Teachers’ Pension Plan Board reported a record benchmark beating return for 2021, creating added value of C$5.5 billion with net assets reaching C$241.6 billion.

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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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Oman Hones in on Strategic Direction for Sovereign Wealth

24th February, 2022

Oman is shaping up its sovereign wealth fund, which is encompassing the stabilization and strategic mandates of its predecessors.

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CalPERS Looks up to Canada with a New Canadian CIO and a Taking CPP’s Advice

22nd February, 2022

The world’s biggest sub-national public pension fund, the US$496 billion California Public Employees’ Retirement System (CalPERS), has finally appointed a new Chief Investment Officer, 18 months after Yu Ben Meng resigned amid allegations of conflicts of interest and costly investment misses.

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State Investors Diverge on US Public Equity Allocations

15th February, 2022

Stock exchange filings by state-owned investors, published this week, saw a divergence in strategy and positions in Q4 2021, with leaps in some portfolios slightly offset by downward adjustments in others.

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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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ADPorts Listing Gives ADQ Dry Powder for Private Equity Drive

9th February, 2022

The IPO of AD Ports has injected liquidity into the portfolio of its majority owner, the Abu Dhabi sovereign wealth fund ADQ – but with this comes volatility in the value of the fund’s portfolio, subjecting it to the turbulence of public markets.

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NBIM Scores Strong Returns, in Line With Peers

28th January, 2022

Norges Bank achieved a 14.5% return for its Government Pension Fund Global in 2021, its second-best return thanks to the stellar performance of US public equities. The fund’s return was 0.74 percentage points higher than the return on the benchmark index, equivalent to NOK76 billion (US$8.5 billion).

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Korea's Retail Investors Dismayed by NPS's Equities Market Tactics

27th January, 2022

South Korea’s mammoth public pension fund, the US$776 billion National Pension Service (NPS), upset domestic retail investors yet again by leading the market in dumping domestic stocks.

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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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APG Commits US$750mn to Private Credit Aligning with Sustainable Development Goals

18th January, 2022

Dutch public pension fund manager APG’s US$750 million investment in ILX Management’s private credit fund, which is oriented towards Sustainable Development Goals (SDGs), demonstrates the weight state-owned investors are giving to private debt in emerging markets – as well as integrating debt exposures with ESG principles.

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Cloud of Political Controversy Looms Large Over Alaska's Sovereign Fund

14th January, 2022

The former chief executive of the US$83 billion Alaska Permanent Fund, Angela Rodell, has delivered a strident criticism of board members who shocked the sovereign investor world by sacking her last month.

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