Public Funds Investment Policies: 2017 Survey

13 Pages Posted: 6 Mar 2018

See all articles by Kelsey Mullen

Kelsey Mullen

Ohio State University (OSU) - Michael E. Moritz College of Law

Paul Rose

Ohio State University - Moritz College of Law; Bocconi University - BAFFI Center on International Markets, Money, and Regulation; Tufts University - The Fletcher School of Law and Diplomacy; FundaciĆ³n Instituto de Empresa, S.L. - IE Business School

Date Written: February 26, 2018

Abstract

The Public Funds Investment Policies Survey is an annual publication, now in its fifth year, which surveys the current investment policy disclosures of the 26 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 December 2017. 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.

Keywords: sovereign wealth funds, pension funds, investment policies, ESG

Suggested Citation

Mullen, Kelsey and Rose, Paul, Public Funds Investment Policies: 2017 Survey (February 26, 2018). Available at SSRN: https://ssrn.com/abstract=3130132 or http://dx.doi.org/10.2139/ssrn.3130132

Kelsey Mullen

Ohio State University (OSU) - Michael E. Moritz College of Law ( email )

55 West 12th Avenue
Columbus, OH 43210
United States

Paul Rose (Contact Author)

Ohio State University - Moritz College of Law ( email )

55 West 12th Avenue
Columbus, OH 43210
United States

Bocconi University - BAFFI Center on International Markets, Money, and Regulation ( email )

Milano, 20136
Italy

Tufts University - The Fletcher School of Law and Diplomacy ( email )

Medford, MA 02155
United States

FundaciĆ³n Instituto de Empresa, S.L. - IE Business School ( email )

Calle Maria de Molina 12, Bajo
Madrid, Madrid 28006
Spain

Do you have a job opening that you would like to promote on SSRN?

Paper statistics

Downloads
105
Abstract Views
588
rank
308,791
PlumX Metrics