Research & Publications
The IFSWF and its partners regularly publish research on matters of interest to sovereign wealth funds. We also include other publications of interest to our members.
-
Sovereign Wealth Fund Annual Report 2015
Prof. Bernardo Bortolotti, Sovereign Investment Lab, Bocconi University
Read More
Download -
Oil-funded SWFs at a turning point
Sven Behrendt, Managing Director, GeoEconomica
Read More
Download -
The Santiago Principles: What’s next?
Sven Behrendt, Managing Director, GeoEconomica
Read More
Download -
The Long-Term Portfolio Guide
Focusing Capital on the Long Term (FCLT) Initiative Source: http://www.fclt.org/en/home.html
Read More
Download -
Principles and Policies for In-House Asset Management
Gordon L Clark, University of Oxford and Ashby H B Monk, Stanford University
Read More
Download -
How do Sovereign Wealth Funds Invest? A Glance at SWF Asset Allocation
State Street Global Advisors
Read More
Download -
Regulatory Reforms, Investment Regimes and Outlook for Institutional Investors: A Recipient's Point of View; Beijing — May 2011
Remarks by OECD Deputy Secretary General Mr. Richard Boucher
Read More
Download -
IFSWF Case Study: Constructing Portfolios for Specific Macroeconomic Environments; Beijing — May 2011
IFSWF
Read More
Download -
IFSWF Case Study: Managing Currency Exposures of Financial and non-Financial Assets; Beijing — May 2011
Alberta’s Heritage Fund (Canada)
Read More
Download -
IFSWF Case Study: Accounting for "fat tails" in portfolio risk management; Beijing — May 10-13, 2011
New Zealand Superannuation Fund
Read More
Download -
The Agency Challenge and Stewardship Opportunity; Beijing — May 11, 2011
Address by Sir David Walker
Read More
Download -
Outlook: Global Economy & Global Financial Stability
José Viñals, Financial Counsellor, Internatonal Monetary Fund
Read More
Download -
SWFs: Myths and Realities
David Murray, Future Fund
Read More
Download -
Proposed Best Practices in Investment and Risk Management for Sovereign Wealth Funds
IFSWF, Investment and Risk Management Sub-Committee
Read More
Download -
Good Practices in Investment and Risk Management
IFSWF, in Sydney 2010
Read More
Download -
Macrofinancial Linkages of the Strategic Asset Allocation of Commodity-Based Sovereign Wealth Funds
International Monetary Fund Working Paper
Read More
Download -
IFSWF Members’ Experiences in the Application of the Santiago Principles
IFSWF
Read More
Download -
IFSWF Case Study: Evaluating the latest trends in investment management
IFSWF
Read More
Download -
IFSWF Case Study: Selecting and Monitoring External Fund Managers
IFSWF
Read More
Download -
World Economy: Outlook and Risks
Christopher Towe, Deputy Director, Monetary and Capital Markets Department, IMF
Read More
Download