ONGOING: Global Institutional Investors Prefer Private Market Alternatives vs. Public Alts
Posted on 03/12/2021
FOR IMMEDIATE RELEASE
SWFI Releases Global Asset Owner Survey for March 2021
Seattle, Washington, March 12, 2021: SWFI has released its 15th consecutive survey on global asset owners. The asset owner survey is an important measure of global asset owner sentiment and tracks quarterly medium and long-term changes of the views held by these investors. The findings are released on a limited basis to institutional investors that participate as well as news organizations and subscribers to SWFI data services. The survey sample includes sovereign wealth funds, pensions, superannuation funds, and other institutional investors.
COMPASS RFPs: Sovereign Wealth Funds Went Back to Active Equity Searches in 2020
Posted on 02/23/2021
SWFI Global Asset Owner Terminal (SWFI.com) has a widely-used service called Compass which tracks RFPs, informal searches, and business leads from asset owners such as sovereign wealth funds, pensions, endowments, and other institutional investors. For the main category of “Active Equities”, for 2020, the dollar amount of opportunities totaled US$ 156,420,129,700 versus US$ 63,912,018,350 in 2019 and US$ 127,541,519,166 in 2018. Some large sovereign wealth funds rejigged their internal investment teams before COVID infected the world economy. Compass opportunities and RFPs that were tagged value equities and growth equities were about the same in 2020. Active U.S. Equities were in higher demand versus Active Global Equities by about US$ 56 billion in 2020. SWFI can postulate that sovereign wealth funds and large pensions anticipated economic recovery in 2020 and highly accommod
Can Temasek Holdings Outperform Any Major Canadian Pension Investor?
Posted on 01/06/2021
Increasingly, both U.S. pensions and some sovereign wealth funds compare themselves to Canada public pensions in a variety of factors such as internal costs, returns, assets, asset allocation, employee compensation, diversification, and others.
Annual Returns
Pension and Sovereign Wealth Fund Abbreviations
Caisse de depot et placement du Quebec – CDPQ
Ontario Municipal Employees Retirement System – OMERS
Canada Pension Plan Investment Board – CPP Investments
British Columbia Investment Management Corporation – BCI
Alberta Investment Management Corporation – AIMCo
Healthcare of Ontario Pension Plan – HOOPP
Ontario Teachers Pension Plan – OTPP
Temasek Holdings (Singapore) – Temasek
SURVEY: Slight Majority of Asset Owner Respondents See Stock Market Bubble as Biggest Tail Risk
Posted on 12/14/2020
FOR IMMEDIATE RELEASE
SWFI Releases Global Asset Owner Survey for December 2020
Seattle, Washington, December 14, 2020: SWFI has released its 14th consecutive survey on global asset owners. The asset owner survey is an important measure of global asset owner sentiment and tracks quarterly medium and long-term changes of the views held by these investors. The findings are released on a limited basis to institutional investors that participate as well as news organizations and subscribers to SWFI data services. The survey sample includes sovereign wealth funds, pensions, superannuation funds, and other institutional investors.