The Sovereign Wealth Fund Institute (also SWF Institute, or simply SWFI) is an American corporation analyzing public asset owners such as

sovereign wealth fund A sovereign wealth fund (SWF), or sovereign investment fund, is a state-owned investment fund that invests in real and financial assets such as stocks, Bond (finance), bonds, real estate, precious metals, or in alternative investments such as ...

s 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 sells its subscription and API/datafeed services as a

financial data vendor A financial data vendor provides market data to financial firms, traders, and investors. The data distributed is collected from sources such as stock exchange feeds, brokers and dealer desks or regulatory filings (e.g. an SEC filing). History ...

but provides information to the media as well. Incorporated in 2008, it was founded by Michael Maduell and shortly he brought in Carl Linaburg, who then left the organization in 2017. In late 2022, Lakshmi Narayanan of the Patel Family Office was named Chairman of SWFI. SWFI sells its research and data via subscriptions to asset managers, banks, researchers, universities, governments, institutional investors, asset owners, corporations, law firms and other entities. The SWFI Subscription product is located at . In 2020, SWFI started to initiate coverage over

family office A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer ...

sector and wealth management firms.

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.

Data

The SWFI tracks direct deals in sovereign wealth funds, pensions, asset owners, and other entities. The value of global direct deals by sovereign-wealth funds hit $50.02 billion in the first half of 2014. SWFI tracks the assets of the following types but not limited: *

pension A pension (; ) is a fund into which amounts are paid regularly during an individual's working career, and from which periodic payments are made to support the person's retirement from work. A pension may be either a " defined benefit plan", wh ...

* endowment *

* wealth manager * financial holding company * foundation *

central bank A central bank, reserve bank, national bank, or monetary authority is an institution that manages the monetary policy of a country or monetary union. In contrast to a commercial bank, a central bank possesses a monopoly on increasing the mo ...

bank A bank is a financial institution that accepts Deposit account, deposits from the public and creates a demand deposit while simultaneously making loans. Lending activities can be directly performed by the bank or indirectly through capital m ...

venture capital Venture capital (VC) is a form of private equity financing provided by firms or funds to start-up company, startup, early-stage, and emerging companies, that have been deemed to have high growth potential or that have demonstrated high growth in ...

asset manager Asset management is a systematic approach to the governance and realization of all value for which a group or Entity#In law, politics, economics, accounting, entity is responsible. It may apply both to tangible assets (physical objects such as co ...

*other entities Norway's sovereign wealth fund crossed $1 trillion in assets in 2017.

References

* Financial services companies established in 2007 Foreign direct investment Economic research institutes Mass media companies of the United States Financial data vendors Business intelligence organizations {{Trade-mag-stub

Transparency ratings

Data

See also

References