Coverage, charts, video and research on Explainers for universal owners.
The State Oil Fund of Azerbaijan (SOFAZ) manages the country's hydrocarbon revenues as a sovereign wealth fund. Created to ensure sustainable development beyond petroleum wealth, SOFAZ invests domestically and internationally while maintaining strict fiscal discipline.
HESTA (Health Employees Superannuation Trust Australia) is a defined-contribution industry superannuation fund established in 1987, exclusively serving employees in Australia's health and community services sector. As a not-for-profit trustee, it manages retirement savings for members across aged ca
Institutional investors' proxy voting records are increasingly accessible through SEC filings, specialized databases, and direct disclosure. This guide covers the primary channels for locating and interpreting voting data.
Aware Super is an Australian industry super fund established for workers in community and disability services. With over $16 billion in assets under management, it serves a specialized member base across aged care, disability support, and related sectors.
Cbus is Australia's largest industry superannuation fund dedicated to construction and building trades workers. Operating since 1983, it manages substantial member savings through workplace contributions and investment returns.
U.S. public pension systems show wide dispersion in funded status, from well-capitalized plans to structurally underfunded systems. Real-time tracking requires careful attention to actuarial assumptions and asset valuation methods.
British Columbia Investment Management Corporation (BCI) manages CAD 230 billion in retirement assets across four public sector pension plans, making it Canada's third-largest pension fund administrator and a critical institutional anchor for public sector retirement security in British Columbia.
A clear guide to the North Dakota Legacy Fund: its roughly US$13 billion in oil-tax savings, the constitutional 30% deposit rule, the 8% earnings payout, and who manages it.
A clear guide to the New Mexico State Investment Council: the roughly US$70 billion Land Grant and Severance Tax permanent funds, how oil royalties feed them, and how payouts fund public schools.
A clear guide to Trinidad and Tobago's Heritage and Stabilisation Fund: its dual mandate, its roughly US$6 billion size, how deposits and withdrawals are triggered, and who runs it.
A clear guide to the Timor-Leste Petroleum Fund: its size, the 3% sustainable-income rule, its Norway-style governance, and why overspending threatens to exhaust it by the mid-2030s.
A clear guide to the Brunei Investment Agency: the size of its reserves, how it is funded, and why it is one of the least transparent sovereign wealth funds in the world.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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