Statistics and resources

IMF and central banks resources

Generally Accepted Principles and Practices (GAPP) - Santiago Principles
IMF International Working Group of Sovereign Wealth Funds (link to pdf)

"Raising capital: The role of sovereign wealth funds"
Anna L. Paulson, Chicago Fed Letter, No 256, February 2009 (link to pdf)

"The impact of sovereign wealth funds on global financial markets"
Roland Beck, Michael Fidora, European Central Bank Occasional Paper No. 91 July 2, 2008 (link to pdf)

International Monetary Fund SWF Report - February 2008 (link to pdf)


Reports

"Sovereign Wealth Fund Transactions Illustrate Increasing Confidence in Global Markets"
Monitor Group and Fondazione Eni Enrico Mattei, October 2010 (link to pdf)

"Back on Course: Sovereign Wealth Fund Activity in 2009"
Monitor Group and Fondazione Eni Enrico Mattei, May 2010 (link to pdf)

"An Analysis of Proxy Voting and Engagement Policies and Practices of the Sovereign Wealth Funds"
IRRC Institute, RiskMetrics Group, October 2009 (link to pdf)

"Weathering the Storm: Sovereign Wealth Funds in the Global Economic Crisis of 2008"
Monitor Group, May 2009 (link to pdf)

"Sovereign Wealth Funds: Real Estate Partners in Growth"
Deloitte LLP, April 2009 (link to pdf)

"2009 Preqin Sovereign Wealth Fund Review"
Preqin, March 2009 (link)

"Managing in a downturn: Sovereign wealth revalued"
Nuno G. Fernandes, Arturo Bris, Financial Times Special Report, 12 February 2009 (link)

"The Future of the Global Financial System; A Near-Term Outlook and Long-Term Scenarios"
World Economic Forum report, January 2009 (link to pdf)

"SWFs: Growth Tempered - US$10 Trillion by 2015"
Stephen Jen, Spyros Andreopoulos, Morgan Stanley Report, November 2008 (link)

"Minding the GAPP"
Deloitte Report, November 2008 (link to pdf)

"SWF and foreign investment policies - an update"
Steffen Kern, Deutsche Bank Research, October 2008 (link to pdf)

UN World Investment Report 2008 - with Sovereign Wealth Funds section (link to pdf)

"China's Sovereign Wealth Fund"
Michael F. Martin, CRS Report for Congress, January 2008 (link to pdf)


Speeches and testimonies

"Sovereign Wealth Funds: New Challenges from a Changing Landscape"
Brad Setser, testimony before Subcommittee on Domestic and International Monetary Policy, 10 September 2008 (link)

"The Rise of Sovereign Wealth Funds: Impacts on US Foreign Policy and Economic Interests"
Edwin M. Truman, testimony before the Committee on Foreign Affairs, US House of Representatives, 21 May 2008 (link to pdf)

"Sovereign Wealth Funds and Global Imbalances"
Sir John Gieve, speech at the Sovereign Wealth Management conference in London, 14 March 2008 (link to pdf)

"The Rise of Sovereign Wealth Funds: Impacts on US Foreign Policy and Economic Interests"
Alan Tonelson, testimony before the U.S. China Economic and Security Review Commission hearing on the Implications of Sovereign Wealth Fund Investments for National Security, 9 February 2008 (link)


Working papers

"Bilateral Political Relations and the Impact of Sovereign Wealth Fund Investment: A Study of Causality"
April M. Knill, Bong-Soo Lee, Nathan Mauck, Social Science Research Network, November 2009 (link)

"Sovereign Wealth Funds and Financial Stability - An Event Study Analysis"
Tao Sun, Heiko Hesse, IMF Working Paper No. 09/239, October 2009 (link)

"The Investment Allocation of Sovereign Wealth Funds"
Vidhi Chhaochharia, Luc Laeven, Social Science Research Network, July 2009 (link)

"The Theoretical Logic of Sovereign Wealth Funds"
Xie Ping, Chen Chao, Social Science Research Network, June 2009 (link)

"Sovereign Wealth Funds as Regulatory Chameleons:
The Norwegian Sovereign Wealth Funds and Public Global Governance Through Private Global Investment"

Larry Caté Backer, Georgetown Journal of International Law, Vol. 41, No. 2, 2009, May 2009 (link)

"The Human Rights Potential of Sovereign Wealth Funds"
Christiana Ochoa, Patrick Keenan, Indiana Legal Studies Research Paper No. 132, April 2009 (link)

"The Investment Strategies of Sovereign Wealth Funds"
Shai Bernstein, Josh Lerner, Antoinette Schoar, Harvard Business School, March 2009 (link to pdf)

"Sovereign Wealth Funds: Investment Choices and Implications Around the World"
Nuno G. Fernandes, Social Science Research Network, February 2009 (link)

"'Sleeping with the Enemy' or 'An Ounce of Prevention': Sovereign Wealth Fund Investments and Market Destabilization "
April M. Knill, Bong-Soo Lee, Nathan Mauck, Social Science Research Network, January 2009 (link)

"Framing Sovereign Wealth Funds: What We Know and Need to Know"
Christopher Balding, Social Science Research Network, January 2009 (link)

"GCC Sovereign Funds: Reversal of Fortune"
Brad W. Setser, Rachel Ziemba, Council on Foreign Relations Working Paper, January 2009 (link to pdf)

"Sovereign Wealth Funds in the European Union: General Trust Despite Concerns"
Philippe Gugler, Julien Chaisse, CCR Working Paper No. 4, January 2009 (link to pdf)

"Sovereign Wealth Funds: Stylized Facts about their Determinants and Governance"
Joshua Aizenman, Reuven Glick, The San Francisco Federal Reserve Working Paper, December 2008 (link to pdf)

"Foreign Direct Investment by Sovereign Wealth Funds"
Mark E. Plotkin, The Yale Law Journal, November 2008 (link to pdf)

"Should We Tax Sovereign Wealth Funds?"
Victor Fleischer, The Yale Law Journal, November 2008 (link to pdf)

"Taxing the Bandit Kings"
Mihir A. Desai & Dhammika Dharmapala, The Yale Law Journal, November 2008 (link to pdf)

"Frequently Asked Questions About Sovereign Wealth Funds"
Kavaljit Singh, October 2008 (link to pdf)

"The Financial Impact of Sovereign Wealth Fund Investments in Listed Companies"

Veljko Fotak, Bernardo Bortolotti, William L. Megginson, Social Science Research Network, September 2008 (link)

"Sovereigns as Shareholders"
Rose, Paul, North Carolina Law Review, Fall 2008 (link)

"Friends or Foes? The Stock Price Impact of Sovereign Wealth Fund Investments
and the Price of Keeping Secrets"

The Federal Reserve Boards International Finance Discussion Papers - August 2008 (link to pdf)

"The Turn to Ethics: Disinvestment from Multinational Corporations for Human Rights Violations -
The Case of Norway's Sovereign Wealth Fund (2008)"

Simon Chesterman, American University International Law Review, Vol. 23, pp. 577-615, 2008 (link)

"Currency undervaluation and sovereign wealth funds: a new role for the World Trade Organization"
Aaditya Mattoo, Arvind Subramanian, The World Bank Policy Research Working Paper, July 2008 (link to pdf)

"A Portfolio Analysis of Sovereign Wealth Funds"
Christopher Balding, Social Science Research Network, June 2008 (link)

"Recasting the Sovereign Wealth Fund Debate:
Organizational Legitimacy, Institutional Governance and Geopolitics"

Ashby H.B. Monk, Social Science Research Network, May 2008 (link)

"Do Sovereign Wealth Funds Best Serve the Interest of Their Citizens?"
Ira M. Fox, Philip DelVecchio, Omar Khayum, Carl Gatenio, John Blackburn, Daniel Wolfson,
Social Science Research Network, March 2008 (link)

"A Blueprint for Sovereign Wealth Fund Best Practices"
Edwin M. Truman, Peterson Institute (link to pdf)

"Sovereign Wealth Funds and Corporate Governance: A Minimalist Response to the New Merchantilism"
Ronald J. Gilson, Curtis J. Milhaupt, Stanford Law and Economics Olin Working Paper No. 355, February 2008 (link)

"Sovereign Wealth Funds : A Developing. Country Perspective"
Stephany Griffith-Jones, José Antonio Ocampo, Columbia University, February 2008 (link)

"The economic significance of Sovereign Wealth Funds"
Christopher Portman, Oxford Economics (link to pdf)

"Sovereign Wealth Funds in the Pacific Island Countries: Macro-Fiscal Linkages"
Le Borgne, Eric and Medas, Paulo A., IMF Working Paper No. 07/297, January 2008 (link to pdf)


Statistics and charts

"Sovereign Wealth Funds and the Global Private Equity Landscape survey"
Norton Rose LPP, June 2008 (link)

SWF Linaburg-Maduell Transparency Index
SWF Institute (link)