Sovereign Wealth Fund Institute
The Sovereign Wealth Fund Institute or SWF Institute, or SWFI, is a global corporation analyzing public asset owners such as sovereign wealth funds and other long-term governmental investors. Initially, the Sovereign Wealth Fund Institute focused solely on sovereign wealth funds. It has branched out to cover all types of public institutional investors. The institute is a financial data vendor but provides information to the media as well.[1][2][3] It was founded by Michael Maduell and Carl Linaburg in late 2007.[4]
Type | Private Company |
---|---|
Founded | 2007 |
Headquarters | US |
Number of locations | 3 in 1 country |
Area served | Global |
Key people | Carl Linaburg, Michael Maduell |
Products | Research, Data, Events, Consulting |
Website | swfinstitute |
SWFI sells data subscriptions to asset managers, banks, researchers, universities, governments, institutional investors, asset owners, corporations, law firms and other entities.
Transparency Ratings
The SWFI came out with the Linaburg-Maduell Transparency Index in 2008. It is a 10-point scale based on ten principles of transparency, each adding one point to the index rating. The index is used by sovereign wealth funds in their annual reports.[5][6]
Data
The SWFI tracks direct deals in sovereign wealth funds. The value of global direct deals by sovereign-wealth funds hit $50.02 billion in the first half of 2014.[7]
SWFI tracks the assets of sovereign wealth funds, pensions, endowments and other asset owners. Norway's sovereign wealth fund crossed $1 trillion in assets in 2017.[8]
References
- Kim, Susanna. "Why Norwegians Are Millionaires and Americans Are Paupers". ABC News. Retrieved 11 January 2014.
- Blas, Javier. "Protecting Nigeria oil SWF is no easy task". Financial Times. Retrieved 10 October 2013.
- Abedine, Saad. "Body of Abu Dhabi sovereign-wealth fund chief found". CNN. Retrieved 31 March 2010.
- Allen, Brad (30 May 2014). "Is there an SWF in your future?". IR Magazine.
- "The State Oil Fund of the Republic of Azerbaijan ranks among the highest in Transparency Index". SOFAZ. Retrieved 11 April 2009.
- "NSIA Rated Transparent by Sovereign Wealth Institute". Nigeria Sovereign Investment Authority. 16 July 2014.
- Dunkley, Dan (7 August 2014). "Sovereign-Wealth Funds Pump Near Record Amount of Cash in Deals". Wall Street Journal.
- "Norway's sovereign-wealth fund passes the $1trn mark". The Economist. 23 September 2017.