Presentation on SWF Investment at HBS by Drosten Fisher of Monitor Group

The document analyzes sovereign wealth fund (SWF) investment behavior from 2000 to Q1 2008, highlighting an increase in direct investments in equities and real estate, predominantly in OECD and emerging markets. It reveals that while SWFs typically invest heavily in financial services, recent trends have shifted towards domestic and emerging market transactions, particularly following the 2007-2008 credit crunch. The findings indicate that SWFs are willing to take controlling stakes in companies, mainly in non-sensitive sectors and emerging markets, without significant political motives influencing their investments.