Research
Institutional Capital
Programs’ Objectives
Investigating trends, strategies, and outcomes of large-scale asset owners’ investments along the SDGs, with special reference to sovereign wealth funds, pension funds, insurers, and family offices.
The program develops in 2 Flagship Projects:
- Sovereign Wealth Funds Investment Along SDGs
- The Critical Raw Materials Investment Monitor
Flagship Project 1.
Sovereign Wealth Funds Investment Along SDGs
Objective 1.1 – Data Collection
Consolidate the IFSWF Global Transaction Database
- Regular yearly update of direct equity investments by global SWFs
- Extension of the coverage in private markets (PE/VC/infra)
- Collection of SWFs’ targets financial and impact performance indicators
Deliverable 1.1 – Databases
3 Databases
- IFSWF Global Transaction Database
- SWF Financial Performance Database
- SWF Impact Database
Objective 1.2 – Financial Analysis
Descriptive and systematic analysis
- Draft reports covering sustainability themes and target geographies
- Estimate empirically the financial performance of SDG-aligned SWF investments relative to benchmarks
- Analyse the determinants of the impact of SWF SDG-aligned investments
Deliverable 1.2 – Publications
6 Reports, 2 Articles
- 6 Reports on: Climate adaptation & resilience, food security, health, biodiversity & natural resources, blue economy, sustainable infrastructure.
- Peer-reviewed publications:
1. The financial performance of SWFs’ sustainable investments.
2. The double bottomline: Impact and returns in SWF investments
Objective 1.3
Translating Insights into Investment Action
● Provide market and industry intelligence on key sustainability themes
● Develop optimization tools for SDG-aware portfolio allocation
Flagship Project 2.
The Critical Raw Materials Investment Monitor
Objective 2.1 – Data Collection
Mapping the CRM global industry
- Survey of the global mining companies operations in CRM
- Data collection on ownership, financing, and environmental and social impacts of main projects
- Granular transaction-level data of historical and recent deals
Deliverable 2.1 – Database
1 Databases
- CRM Company Database, a searchable database of global mining companies
Objective 2.2.
Financial and Strategic Analysis
Unveiling a historically opaque sector
- An analysis of investments CRM covering global trends, historical investments, and recommendations for the success of future investments.
- CRM stockpiling analysis, including demand forecasting, supply risk assessment, strategic reserve planning, policy and regulatory context
Deliverable 2.2. Publications
2 Reports
- Middle East Critical Minerals Report
- The CRM Stockpiling White Paper
Objective 2.3
Translating Insights into Investment Action
- Provide market and industry intelligence on a key sector for climate & energy transition
- Inform investment decisions with reliable data, comprehensive assessments, and an integrated sustainability framework.
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