sovereign funds

also referred to as: sovereign fund

5 statements across 3 episodes · 2 bullish · 2 bearish · 2 people on the record · first statement Sep 3, 2018 by Sarah Williamson · across every show →

Everything said about sovereign funds, oldest first

Sep 3, 2018 positive
Assertion Not checkable as stated
Williamson: Sovereign wealth CIOs value illiquidity to prevent committees from panic-selling
“There was a CIO of a big sovereign fund I know well who, during the crisis, was forced by his oversight committee to sell his public equities because people got scared, but couldn't sell his private equities, and told me later, he said, I don't need an illiqui…”
Sarah Williamson Sep 3, 2018 ▶ 43:33 Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
May 1, 2023 negative
Insight
Monk: Standard finance credentials fail to teach asset owner operations
“You can get a PhD in economics. You can get a CFA or a CAIA designation and not necessarily truly understand how sovereign funds operate, how pension funds operate.”
Ashby Monk May 1, 2023 ▶ 9:08 Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
May 1, 2023 negative
Assertion Supported
Monk: Asset owner boards lack tech and data leaders
“I don't see a lot of technologists sitting on boards of directors of pension funds or sovereign funds or endowments. You see lots of ex-finance professionals. You see lots of representative people coming out of the constituencies, teachers, firemen, public emp…”
Ashby Monk May 1, 2023 ▶ 17:53 Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
Jan 12, 2026 neutral
Insight
Monk: Crises and leadership changes trigger institutional fund innovation
“The classic one is a crisis, internal or external. The next classic one is a leader. That leadership change Leads to some new innovation and on and on and on.”
Ashby Monk Jan 12, 2026 ▶ 1:00:07 Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
Jan 12, 2026 positive
Opinion
Monk: Large Asset Owners Are the World's Most Important Organizations
“They have quietly become the most important organizations in the world, and I don't put a caveat on that one. They are the cornerstone of our modern social welfare state. They are integrated into so much policymaking from Saudi Arabia to United States to Austr…”
Ashby Monk Jan 12, 2026 ▶ 7:15 Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
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