The level of assets allocated to illiquid alternatives has steadily increased from 2014 to 2023. Direct strategic investment (DSI) allocation has also followed a steady pattern of asset allocation as the level of assets gradually declines.
Asset allocation of traditional assets of sovereign wealth funds worldwide from 2014 to 2023, by asset class
Chief investment officers, heads of asset classes and senior portfolio strategists
Method of interview
Face-to-face interview
Supplementary notes
Direct Strategic Investments (DSI) are direct investments held outside a private markets’ portfolio.
Interviews were conducted to represent the views of 142 chief investment officers,heads of asset classes and senior portfolio strategists at 85 sovereign wealth funds and 57 central banks.
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Invesco Ltd.. (July 14, 2023). Asset allocation of traditional assets of sovereign wealth funds worldwide from 2014 to 2023, by asset class [Graph]. In Statista. Retrieved October 13, 2024, from https://www.statista.com/statistics/1095079/global-traditional-asset-allocation-sovereign-funds/
Invesco Ltd.. "Asset allocation of traditional assets of sovereign wealth funds worldwide from 2014 to 2023, by asset class." Chart. July 14, 2023. Statista. Accessed October 13, 2024. https://www.statista.com/statistics/1095079/global-traditional-asset-allocation-sovereign-funds/
Invesco Ltd.. (2023). Asset allocation of traditional assets of sovereign wealth funds worldwide from 2014 to 2023, by asset class. Statista. Statista Inc.. Accessed: October 13, 2024. https://www.statista.com/statistics/1095079/global-traditional-asset-allocation-sovereign-funds/
Invesco Ltd.. "Asset Allocation of Traditional Assets of Sovereign Wealth Funds Worldwide from 2014 to 2023, by Asset Class." Statista, Statista Inc., 14 Jul 2023, https://www.statista.com/statistics/1095079/global-traditional-asset-allocation-sovereign-funds/
Invesco Ltd., Asset allocation of traditional assets of sovereign wealth funds worldwide from 2014 to 2023, by asset class Statista, https://www.statista.com/statistics/1095079/global-traditional-asset-allocation-sovereign-funds/ (last visited October 13, 2024)
Asset allocation of traditional assets of sovereign wealth funds worldwide from 2014 to 2023, by asset class [Graph], Invesco Ltd., July 14, 2023. [Online]. Available: https://www.statista.com/statistics/1095079/global-traditional-asset-allocation-sovereign-funds/