14 Pages Posted: 16 Feb 2017 Last revised: 8 Mar 2017
Date Written: February 15, 2017
The Public Funds Investment Policies Survey is an annual publication, now in its fourth year, which surveys the current investment policy disclosures of the 25 largest (by AUM) sovereign wealth funds (SWFs) in the world, as listed by the Sovereign Wealth Fund Institute, and the 25 largest (by AUM) sovereign pension funds (SPFs). The policies reviewed in this survey were obtained directly from the funds when possible, using data available as of summer 2016. Because a minority of funds (primarily SWFs) do not disclose investment policies, caution should be used in interpreting these results. Many funds may have extensive internal policies but choose not to disclose these policies, and the lack of disclosure should not be taken as evidence that such policies do not exist. When possible, reference was made to other sources of data to corroborate or augment disclosed data.
Keywords: Public pension funds, sovereign wealth funds, investment policies
Suggested Citation: Suggested Citation
Rose, Paul, Public Funds Investment Policies: 2016 Survey (February 15, 2017). Ohio State Public Law Working Paper No. 376. Available at SSRN: https://ssrn.com/abstract=2917871 or http://dx.doi.org/10.2139/ssrn.2917871