Sovereign Wealth Fund

Extracted Attributes

• Type

  State-owned investment fund

• Funding Sources

  Commodity export revenues, foreign exchange reserves, foreign currency deposits, gold, Special Drawing Rights (SDRs), International Monetary Fund (IMF) reserve positions, pension investments, oil funds

• Investment Scope

  Global, across real and financial assets (stocks, bonds, real estate, precious metals, private equity funds, hedge funds)

• Primary Objective

  Maximize long-term returns

• Proposed US SWF Purpose

  Invest in American companies, bolster national industrial policy, manage Social Security assets, address US national debt

• Estimated Total Assets (2009)

  $3.6 trillion

• Projected Total Assets (2012)

  $10 trillion

• Estimated Number of SWFs (2009)

  Approximately 40

• Distinction from Foreign Exchange Reserves

  Focus on long-term return maximization vs. short-term currency stabilization and liquidity management

Timeline

• Estimated total assets of SWFs globally reached approximately $3.6 trillion, with around 40 funds in existence. (Source: Chicago Fed Letter, January 2009)

  2009-01-01

• Projected total assets of SWFs globally to reach $10 trillion (projection made in 2009). (Source: Chicago Fed Letter, January 2009)

  2012-01-01

• Donald Trump proposes the establishment of a Sovereign Wealth Fund for the United States to invest in American companies, bolster national industrial policy, and manage assets related to Social Security and the US National Debt. (Source: All-In Podcast (document ca29f237-b0b3-4f2e-bdca-a2e91be89c58))

  Undated

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, bonds, real estate, precious metals, or in alternative investments such as private equity funds or hedge funds. Sovereign wealth funds invest globally. Most SWFs are funded by revenues from commodity exports or from foreign exchange reserves held by the central bank. Some sovereign wealth funds may be held by a central bank, which accumulates the funds in the course of its management of a nation's banking system; this type of fund is usually of major economic and fiscal importance. Other sovereign wealth funds are simply the state savings that are invested by various entities for investment return, and that may not have a significant role in fiscal management. The accumulated funds may have their origin in, or may represent, foreign currency deposits, gold, special drawing rights (SDRs) and International Monetary Fund (IMF) reserve positions held by central banks and monetary authorities, along with other national assets such as pension investments, oil funds, or other industrial and financial holdings. These are assets of the sovereign nations that are typically held in domestic and different reserve currencies (such as the dollar, euro, pound, and yen). Such investment management entities may be set up as official investment companies, state pension funds, or sovereign funds, among others. There have been attempts to distinguish funds held by sovereign entities from foreign-exchange reserves held by central banks. Sovereign wealth funds can be characterized as maximizing long-term return, with foreign exchange reserves serving short-term "currency stabilization", and liquidity management. Many central banks in recent years possess reserves massively in excess of needs for liquidity or foreign exchange management. Moreover, it is widely believed most have diversified hugely into assets other than short-term, highly liquid monetary ones, though almost no data is publicly available to back up this assertion.

Web Search Results

• Sovereign wealth fund - Wikipedia

  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, bonds "Bond (finance)"), real estate, precious metals, or in alternative investments such as private equity funds or hedge funds. Sovereign wealth funds invest globally. Most SWFs are funded by revenues from commodity exports or from foreign exchange reserves held by the central bank. [...] Some sovereign wealth funds may be held by a central bank, which accumulates the funds in the course of its management of a nation's banking system; this type of fund is usually of major economic and fiscal importance. Other sovereign wealth funds are simply the state savings that are invested by various entities for investment return, and that may not have a significant role in fiscal management. [...] international financial centre. The Korea Investment Corporation has since been similarly managed. Sovereign wealth funds invest in all types of companies and assets, including startups like Xiaomi and renewable energy companies like Bloom Energy.(

• List of sovereign wealth funds by country - Wikipedia

  A sovereign wealth fund (SWF) is a fund owned by a state (or a political subdivision of a federal state) composed of financial assets such as stocks, bonds "Bond (finance)"), property or other financial instruments. Sovereign wealth funds are entities that manage the national savings for the purposes of investment. The accumulated funds may have their origin in, or may represent, foreign currency deposits, foreign exchange reserves, gold, special drawing rights (SDRs) and International Monetary [...] | Malaysia | Khazanah Nasional / Permodalan Nasional Berhad / Lembaga Tabung Angkatan Tentera / Sarawak Sovereign Wealth Future Fund | 119 | Non-commodity | | Azerbaijan | Azerbaijan Investment Holding / State Oil Fund of Azerbaijan | 75 | Oil & Gas | | Brunei | Brunei Investment Agency | 73 | Oil & Gas | | Tanzania | Natural Gas Revenue Fund | 66.4 | Oil & Gas | | Oman | Oman Investment Authority | 53 | Oil & Gas | | Ethiopia | Ethiopian Investment Holdings | 46.0 | Non-commodity | [...] Fund (IMF) reserve position held by central banks and monetary authorities, along with other national assets such as pension investments, oil funds, or other industrial and financial holdings. These are assets of the sovereign nations which are typically held in reserves domestic and reserve foreign currencies such as the dollar, euro, pound sterling and yen. The names attributed to the management entities may include state-owned (federal, state and provincial) central banks, national monetary

• Global: largest SWFs funds by total assets 2024 - Statista

  What are sovereign wealth funds? -------------------------------- Sovereign wealth funds are state-owned and are comprised of a wide array of financial assets including stocks, bonds, real estate, precious metals, and other financial instruments. In the main, sovereign wealth funds are funded by foreign-exchange reserves, assets which are held by monetary authorities or central banks in the form of U.S. dollars and other leading world currencies as a way of backing liabilities. [...] Who holds the SWF? ------------------ A state’s central bank will generally hold the sovereign wealth fund; in the process of its management of a nations funds or banking system funds will be accumulated. These types of state fund are of major economic and fiscal importance, and may be implemented for different objectives: protect the economy against sudden shocks, hedge against the problem of an aging population, or to foster socio-economic development. Read more [...] SWF Institute. (2024). Largest Sovereign Wealth Funds (SWFs) worldwide in 2024, by total assets (in billion U.S. dollars). Statista. Statista Inc.. Accessed: May 10, 2025. SWF Institute. "Largest Sovereign Wealth Funds (Swfs) Worldwide in 2024, by Total Assets (in Billion U.S. Dollars)." Statista, Statista Inc., 24 Apr 2024, SWF Institute, Largest Sovereign Wealth Funds (SWFs) worldwide in 2024, by total assets (in billion U.S. dollars) Statista, (last visited May 10, 2025)

• Raising Capital: The Role of Sovereign Wealth Funds

  While there is no generally agreed upon definition of an SWF, the U.S. Department of the Treasury defines SWFs as government investment vehicles funded by foreign exchange assets that are managed separately from official reserves.1 More colloquially, SWFs are investment funds controlled by governments. One example is the Norwegian Government Pension Fund; much of its funding comes from oil revenues. Other SWFs such as the Government of Singapore Investment Corporation are funded through foreign [...] under management. There are approximately 40 SWFs in total, and collectively they are estimated to manage $3.6 trillion dollars. Assets under management are projected to reach $10 trillion by 2012 if recent trends continue.3 To put this in perspective, approximately $1.4 trillion is managed worldwide by hedge funds, $15 trillion by pension funds, $16 trillion by insurance companies, and $21 trillion by investment companies.4 [...] In addition to their recent investments in global financial institutions, SWFs are of interest because of their size and their potential to grow even larger. Figure 1 lists the ten largest funds, their sponsoring countries, their estimated value in U.S. dollars, their source of funds, and the year when each fund was established, according to a recent study.2 The largest funds are quite large. For example, Abu Dhabi’s fund manages $875 billion in assets, and Norway’s fund has $380 billion assets

• Top 100 Largest Sovereign Wealth Fund Rankings by Total Assets

  logo Dropdown Icon Dropdown Icon Dropdown Icon Dropdown Icon Dropdown Icon Dropdown Icon Dropdown Icon Get a SWFI demo advertisement banner | Rank | Profile | Total Assets | Type | Region | | --- | --- | --- | --- | --- | | | | | | | | --- | --- | --- | --- | --- | | | | | | | ## Ranking Data icon Get Total Assets for img [...] If you are a journalist writing a story, an academic writing a research paper or a manager writing a report, we request that you reach out to us for permission to republish this data. Additionally, we may have updated information that is not yet reflected in this table. If you would like to produce the full rankings page, please reach out to the Research Team. envelope cover logo Pages Profiles Transactions RFPs LinkedIn LinkedIn LinkedIn SWFI logo