Sun, Dec 21, 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

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. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  5. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und