Sovereign Wealth Fund Institute#Sovereign Wealth Fund Transparency Ratings

{{Short description|American financial services company}}

{{Infobox company

| name = Sovereign Wealth Fund Institute, Inc.

| type = Private

| logo = Sovereign Wealth Fund Institute logo.svg

| logo_size =

| foundation = {{Start date and age|2008}}

| key_people = {{ubl|Michael Maduell (CEO)|Karen Maduell (COO)|Lakshmi Narayanan (Chairman)}}

| location = US

| locations = Worldwide

| products = Research and Data Subscriptions, Publications, Datafeeds, APIs, Events, Consulting

| area_served = Global

| homepage = {{URL|https://www.swfinstitute.org}}

}}

The Sovereign Wealth Fund Institute (also SWF Institute, or simply SWFI) is an American 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 sells its subscription and API/datafeed services as a financial data vendor but provides information to the media as well.{{cite web|last=Kim|first=Susanna|title=Why Norwegians Are Millionaires and Americans Are Paupers |url=https://abcnews.go.com/Business/norwegians-millionaires-norways-sovereign-wealth-fund/story?id=21488085|publisher=ABC News|accessdate=11 January 2014}}{{cite web|last=Blas|first=Javier|title=Protecting Nigeria oil SWF is no easy task |url=http://www.ft.com/intl/cms/s/0/69325c28-2440-11e3-a8f7-00144feab7de.html#axzz2qJ6YUFpy|publisher=Financial Times|accessdate=10 October 2013}}{{cite web|last=Abedine|first=Saad|title=Body of Abu Dhabi sovereign-wealth fund chief found |url=http://www.cnn.com/2010/WORLD/meast/03/30/uae.body/|publisher=CNN|accessdate=31 March 2010}}

Incorporated in 2008, it was founded by Michael Maduell and shortly he brought in Carl Linaburg,{{cite web|last=Allen|first=Brad|title=Is there an SWF in your future? |url=http://www.irmagazine.com/articles/shareholder-targeting-id/20204/there-swf-your-future/|publisher=IR Magazine|date=30 May 2014}} who then left the organization in 2017. In late 2022, Lakshmi Narayanan of the Patel Family Office was named Chairman of SWFI.{{cite web|title=Sovereign Wealth Fund Institute Names Lakshmi Narayanan as Chairman of the Board |url=https://www.businesswire.com/news/home/20221024005168/en/Sovereign-Wealth-Fund-Institute-Names-Lakshmi-Narayanan-as-Chairman-of-the-Board|publisher=Businesswire|date=24 October 2022}}

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 {{URL|https://www.swfi.com}}.

In 2020, SWFI started to initiate coverage over family office 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.{{cite web |title=The State Oil Fund of the Republic of Azerbaijan ranks among the highest in Transparency Index |url=http://www.oilfund.az/en_US/news/558/100/The-State-Oil-Fund-of-the-Republic-of-Azerbaijan-ranks-among-the-highest-in-Transparency-Index.asp|publisher=SOFAZ|accessdate=11 April 2009}}{{cite web|title=NSIA Rated Transparent by Sovereign Wealth Institute|url=http://nsia.com.ng/nsia-rated-transparent-sovereign-wealth-institute/|publisher=Nigeria Sovereign Investment Authority|date=16 July 2014|access-date=4 August 2014|archive-date=22 September 2016|archive-url=https://web.archive.org/web/20160922041500/http://nsia.com.ng/nsia-rated-transparent-sovereign-wealth-institute/|url-status=dead}}

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.{{cite web|last=Dunkley|first=Dan |title=Sovereign-Wealth Funds Pump Near Record Amount of Cash in Deals |url=https://blogs.wsj.com/privateequity/2014/08/07/sovereign-wealth-funds-pump-near-record-amount-of-cash-in-deals/|publisher=Wall Street Journal|date=7 August 2014}}

SWFI tracks the assets of the following types but not limited:

Norway's sovereign wealth fund crossed $1 trillion in assets in 2017.{{cite news |title=Norway's sovereign-wealth fund passes the $1trn mark |url=https://www.economist.com/news/finance-and-economics/21729458-5m-odd-norwegians-own-more-1-all-shares-world-norways/|newspaper=The Economist|date=23 September 2017}}

See also

References

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Category:Financial services companies established in 2007

Category:Foreign direct investment

Category:Economic research institutes

Category:Mass media companies of the United States

Category:Financial data vendors

Category:Business intelligence organizations

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