Thu, Apr 24, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Invesco study suggests more sovereign investors will allocate to local private enterprises and to alternatives

Tuesday, October 08, 2013

Benedicte Gravrand, Opalesque Geneva:

Invesco, a global investment advisor, recently released its first Invesco Global Sovereign Asset Management Study, an analysis of the investment behaviour of sovereign investors across the globe.

Invesco found that an increased allocation to alternatives is indeed a widespread trend; and that "the biggest growth story among global sovereigns today is an increase in a so-called 'public-private partnership’ investment approach." This is when sovereigns seek direct strategic investment in their country’s private companies to support GDP, job creation and skills transfer.

Currently global sovereign flows represent more than $6tln, Invesco notes.

The Invesco Global Sovereign Investor Model, a framework for understanding sovereign investor investment objectives and preferences, bases its segmentation on investment objectives and outlines four key profiles:

1. Investment sovereigns - Investment only (43% of sovereign assets) - those that are focused on international investment with a bias towards international equities, like Middle East funds; 2. Liability sovereigns - Investment and liability (12%) - those with defined or undefined income requirement and liability objectives, like Western pension funds, and which allocate across......................

To view our full article Click here

Banner
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. …And Finally – Flight attendant has passengers rolling in aisle[more]

    From Orange.co.uk: A video of a US flight attendant turning her safety talk into a comedy routine is proving a huge hit online. More than five million people have watched the clip of Marty Cobb which has her passengers rolling with laughter on a Southwest Airlines flight to Salt Lake City.

  2. Niche Investing – Wealthy investors flock to fine art funds[more]

    From Clickorlando.com: Wealthy investors looking to diversify beyond stocks and bonds are now turning to an unusual money-making vehicle -- the art investment fund. The name says it all: These funds invest in fine art and seek returns by acquiring and selling high-end pieces for profit. Growth

  3. Opalesque Exclusive: Rainwater and Blue Sky - an Australian water fund emerges[more]

    Bailey McCann, Opalesque New York: Financial reporters often tout new funds and investments as uncorrelated investments, but few can say they are uncorrelated to everything but weather. Enter Blue Sky Alternative's water fund which invests in the permanent rights to Australia's water. Sev

  4. University of Michigan allocates $242m to six managers[more]

    From PIonline.com: University of Michigan, Ann Arbor, invested or committed a total of $242 million to one traditional equity manager and five alternative investment funds from its $9 billion endowment. University regents approved the hire of Mittleman Investment Management to run $35 million in act

  5. Performance – Odey flagship hedge fund suffers brutal March as shorts rise, Blackstone first-quarter profit rises 30% on higher fees[more]

    Odey flagship hedge fund suffers brutal March as shorts rise From Valuewalk.com: The tide has turned for the worse for one of Europe’s best performing hedge funds. Crispin Odey’s flagship hedge fund, Odey European has suffered a 4.63% decline for the year after slipping 7.2% in March, ac