The Sovereign Wealth Fund Institute or SWF Institute, or SWFI, is a global corporation analyzing public asset owners such as

sovereign wealth fund A sovereign wealth fund (SWF), sovereign investment fund, or social wealth fund is a state-owned investment fund that invests in real and financial assets such as stocks, bonds, real estate, precious metals, or in alternative investments such ...

s 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 A financial data vendor provides market data to financial firms, traders, and investors. The data distributed is collected from sources such as stock exchange feeds, brokers and dealer desks or regulatory filings (e.g. an SEC filing). History Fin ...

but provides information to the media as well. Incorporated in 2008, it was founded by

Michael Maduell Michael Maduell is president of the Sovereign Wealth Fund Institute (SWFI). Biography Early life Michael Maduell was born in San Leandro, CA. His father, Robert (Bob) Maduell, was a procurement engineer at Hewlett Packard and his mother, Phuon ...

and shortly he brought in Carl Linaburg. Carl Linaburg left the organization in 2017. In late 2022, Lakshmi Narayanan of the Patel Family Office was named Chairman of SWFI. 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 . In 2020, SWFI started to initiate coverage over

family office A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50-$100 million in investable assets, with the goal being to effectively grow and transfer w ...

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.

Data

The SWFI tracks direct deals in sovereign wealth funds. The value of global direct deals by sovereign-wealth funds hit $50.02 billion in the first half of 2014. SWFI tracks the assets of sovereign wealth funds,

pensions A pension (, from Latin ''pensiō'', "payment") is a fund into which a sum of money is added during an employee's employment years and from which payments are drawn to support the person's retirement from work in the form of periodic payments ...

, endowments and other asset owners. Norway's sovereign wealth fund crossed $1 trillion in assets in 2017.

References

* Financial services companies established in 2007 Foreign direct investment Economic research institutes Mass media companies of the United States Financial data vendors Business intelligence {{Trade-mag-stub