The IFSWF works with a select group of research and educational partners to bring our members cutting edge and robust research and insights. IFSWF partners collaborate with the Forum's members to help them apply the Santiago Principles more effectively, understand new investment trends in their specific context, and consider the unique challenges they face in the global investment environment.
Our partnerships are governed by our research and engagement policy.
State Street Corporation
State Street Corporation is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $29 trillion in assets under custody and administration and $2 trillion* in assets under management as of 30 September 2016, State Street operates in more than 100 geographic markets worldwide, including the US, Canada, Europe, the Middle East and Asia. For more information, visit State Street’s website at www.statestreet.com
* Assets under management were $2 trillion as of 30 September 2016. AUM reflects approximately $40 billion (as of 30 September 2016) with respect to which State Street Global Markets, LLC (SSGM) serves as marketing agent; SSGM and State Street Global Advisors are affiliated.
Bridgewater Associates is a global leader in institutional portfolio management with approximately US$150 billion in assets under management, including US$62 billion in its Pure Alpha strategies (a hedge fund/GTAA/Portable alpha strategy) and US$60 billion in All Weather, a diversified beta strategy/risk parity portfolio. Bridgewater began investment operations in 1975, and is a pioneer in risk budgeting and the separation of alpha and beta, managing Portable Alpha/GTAA, Hedge Fund, Optimal Beta/Risk Parity, Currency Overlay, Global Fixed Income and Inflation-Indexed Bond mandates. Bridgewater manages these portfolios for a wide array of institutional clients globally, including public and corporate pension funds, foreign governments and central banks, university endowments and charitable foundations.
The Fletcher Network for Sovereign Wealth and Global Capital (SovereigNET), the Fletcher School, Tufts University
SovereigNET – The Fletcher Network for Sovereign Wealth and Global Capital – was established in 2008 at The Fletcher School of Law and Diplomacy at Tufts University. It is the largest and and longest-tenured research community working cooperatively to advance the understanding of sovereign wealth management and long-term investing.
The Fletcher School, located just outside the business hubs of Boston and Cambridge, Massachusetts, was the first exclusively graduate school of international affairs in the United States and has prepared the world’s leaders to tackle complex global challenges since 1933. The School’s alumni represent the highest levels of leadership in the world, including hundreds of sitting ambassadors, respected voices from distinguished media outlets and institutions, heads of global non-profit organisations, and executive leadership of some of the world’s largest for-profit companies. The Fletcher School offers a collaborative, flexible and interdisciplinary approach to the study of international affairs, featuring a distinguished faculty and diverse student body representing more than half the world’s countries. The School awards professional degrees in international business, international law, and diplomacy, as well as joint degrees, summer school and certificate programmes. SovereigNET is an initiative of Fletcher’s Institute for Business in the Global Context.
For more information see http://fletcher.tufts.edu/sovereignet
Sovereign Investment Lab, Baffi Carefin Centre, Università Bocconi
The Sovereign Investment Lab is a group of researchers brought together in the Baffi Carefin Centre For Applied Research on International Markets, Banking, Finance and Regulation at Bocconi University. The Lab tracks the trends of sovereign fund investment activity worldwide and conducts pathbreaking research on the rise of the State as an investor in the global economy. Research output aims to meet the highest scientific standards, but also to be accessible for a variety of stakeholders also outside academia, such as institutional investors, policymakers, regulators, and the media.