ActiveAllocator Highlights Summarized Conclusions of Inter Sovereign Wealth Funds 2021 dialogues

This year we were pleased to convene a series of conference calls, surveys and promoted serious deliberations across policy makers, representatives from Ministries of Finance, academics and multiple Government and Sovereign Wealth Funds. This led to rich nuanced dialogue, encouraged introspection and self-assessment, and hopefully when put to action will help formulate improved best practices. I have sanitized specifics and am delighted to provide a peek into salient takeaways.

SWFs to Revisit Mission Statement
SWFs to Re-examine Charter
SWFs to Revisit Objectives
SWFs to Re-examine Established Investment Guidelines
SWFs to Re-examine Established Investment Process
SWFs to Improve Monitoring and Reporting Functions
SWFs to Re-examine Manager Investment Mandates
SWFs to Re-examine External Manager Selection Criteria
SWFs to Re-examine External Manager Monitoring
SWFs to Revisit Role of the Benchmark
SWFs to Re-examine Post Covid-19 Benefits & Concerns
SWFs to Improve Risk Management Function
SWFs to Revisit Build Inhouse or Outsource Decisions


Author: Sameer_Jain

Partner. Sameer Jain is founder of FinTech, the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. Prior to this he was Chief Economist & Managing Director at AR Capital. Before that he headed Investment Content & Strategy at UBS Alternative Investments. At UBS, he served as a non-voting member of the Wealth Management Research investment committee, and as a capital allocator was responsible for all illiquid investing including fund manager selection and due diligence across the platform. Prior to UBS he headed product development & investment research at Citigroup Alternative Investments that managed over $75 billion of alternative investments across hedge funds, managed futures, private equity, credit structures, infrastructure and real estate. Here he led a team that developed proprietary models for portfolio strategy and asset allocation with alternative investments, provided investment support and research to pension plans, sovereign wealth funds, endowments as well as internal clients including Citi Private Bank. Before this he was with Cambridge Alternative Investments and SunGard (System Access) where he travelled to over 80 countries for work across Europe, Asia, Middle-East and Africa. He has written over 30 academic and practitioner articles on alternative investments with thousands of downloads at SSRN, presented at over a hundred industry conferences and has coauthored a book, Active Equity Management. Mr. Jain has multiple degrees in engineering, management, public administration and policy and is a graduate of Massachusetts Institute of Technology and Harvard University. He is a recipient of the Alfred Sloan Fellowship and subsequently was a Fellow of Public Policy and Management at the Harvard Kennedy School of Government for a year. He holds Series 7 and 66 securities licenses.

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