Monitor Group conducts research documenting and assessing sovereign wealth funds (SWF) activity that yields insights into the funds’ strategies and moves beyond stereotypes and common assumptions related to the funds’ intent.

REVISIONS TO OUR DATA
We constantly strive to ensure that the Monitor-FEEM SWF Transaction Database is as accurate as possible and have an ongoing revision process to ensure that the data reflects accurately the publicly reported investments made by the funds.

We have recently worked with a SWF reported on our database to revise and verify the data we held for them, and have reached out to other funds to invite them to help us verify the accuracy of the data. The historical data presented in this update reflects this ongoing process of revision.

Back on Course: Sovereign Wealth Fund Activity in 2009 
Monitor Group and Fondazione Eni Enrico Mattei
May 17, 2010

In a new report tracking sovereign wealth fund investments, Monitor Group and Fondazione Eni Enrico Mattei found that the funds had adapted to the global economic downturn by realigning investment strategies with long-term goals and pursuing joint investments to share risk.

Sovereign Wealth Fund Transactions Reach Highest Levels Since First Quarter of 2008
Monitor Group and Fondazione Eni Enrico Mattei
January 20, 2010

The latest in Monitor's series of quarterly reports on the behavior of sovereign wealth funds investments found the number and value of transactions for the third quarter of 2009 had risen significantly.

Preparing for an Upswing: Analysis of Sovereign Wealth Fund Investment, Q2 2009
Monitor Group and Fondazione Eni Enrico Mattei
October 6, 2009

Sovereign wealth funds remained cautious in the second quarter, but were preparing to increase their activity in the third quarter, an analysis by Monitor and Fondazione Eni Enrico Mattei. This report is the latest in a series tracking SWF behavior trends.

Weathering the Storm: Sovereign Wealth Funds in the Global Economic Crisis of 2008
Monitor Group and Fondazione Eni Enrico Mattei
May 20, 2009

Monitor Group, one of the world’s leading advisory and consulting firms, and Fondazione Eni Enrico Mattei, a leading international research center, based in Milan, Italy, released, “Weathering the Storm: Sovereign Wealth Funds in the Global Economic Crisis of 2008,” a new annual report analyzing the effects of the global economic crisis on the behaviors and financial transactions of sovereign wealth funds (SWFs).

Testing Time: Sovereign Wealth Funds in the Middle East and North Africa and the Global Financial Crisis
Victoria Barbary and Edward Chin
May 15, 2009

A new report from Monitor Group, an in-depth profile of 13 sovereign wealth funds based in the Middle East and North Africa, finds the variation in performance is greater than expected "and indicates that the more mature funds have better risk management systems and organizational architecture better attuned to rapidly changing circumstances," said Monitor's CEO, Mark B. Fuller, who is speaking about the report at the World Economic Forum on the Middle East.

Monitor Group Research Reveals Sovereign Wealth Funds Alter Investment Strategies During Worsening Global Financial Crisis
Monitor Group
December 17, 2008

In the third quarter of 2008, as the global financial crisis continued to worsen, Sovereign Wealth Funds (SWFs) sought to limit their exposure to the riskiness of OECD markets while putting more capital to work in their domestic economies, according to research by Monitor Group. This report is part of a quarterly series Monitor is producing to track the behavior of SWFs.

Sovereign Wealth Fund Investment Behavior: Analysis of SWF Transactions During Q2 2008
Monitor Group
October 7, 2008

Sovereign wealth funds (SWFs) are shifting investments away from the United States and Europe and into the Middle East and Asian economies, according to research released today by Monitor Group, one of the world’s leading advisory and consulting firms.

Assessing the Risks: The Behaviors of Sovereign Wealth Funds in the Global Economy
Monitor Group
June 4, 2008

Compiled in an effort to use fact-based research to move beyond stereotypes and common assumptions related to sovereign wealth funds’ intent, this report analyzes the actual behaviors and financial transactions of sovereign wealth funds and challenges widespread beliefs on the economic and political motives behind sovereign investments.