Reading List

Non-bank Financial Institutions • Financial Instruments • Institutional Investors Financing Policy Financial Risk and Risk Management •Debt • Debt management • Sovereign debt

• Das, Udaibir S, Adnan Mazarei, and Han van der Hoorn. Economics of Sovereign Wealth Funds. USA: International Monetary Fund, 2010. https://doi.org/10.5089/9781589069275.071
• Gelp, A., S. Tordo, H. Halland, N. Arfaa, and G. Smith. 2014. “Sovereign wealth funds and long-term development finance: risks and opportunities.” World Bank Policy. Research Working Paper 6776. Washington, DC: World Bank. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2394324
• López, D. 2023. “SWF 3.0: How sovereign wealth funds navigated COVID-19 and changed forever.” Journal of International Business Policy https://doi.org/10.1057/s42214-023-00147-2.
• Megginson, W.L., A.I. Malik, and X.Y. Zhou. 2023. “Sovereign wealth funds in the post-pandemic era.” Journal of International Business Policy. doi: 10.1057/s42214-023-00155-2.
• Garg, R. and A. Shukla. 2021. “The impact and implications of SWFs: a systematic review of literature.” Qualitative Research in Financial Markets 13, no. 5: 580-607 https://doi.org/10.1108/qrfm-08-2020-0171
• Altuve, L.D.B. 2023. “The demise of sovereign wealth funds.” Review of International Political Economy. https://doi.org/10.1080/09692290.2023.2190601.
• (2012). Sovereign Wealth Funds. In Market Players, G. Rolland (Ed.). https://doi.org/10.1002/9781119205845.ch25
• Boatright, J.R. and Baker, C. (2010). Sovereign wealth Funds. In Finance Ethics, J.R. Boatright (Ed.). https://doi.org/10.1002/9781118266298.ch14
• Hudson, M. (2014). Sovereign Wealth Funds, State-sponsored Funds, Pension and Superannuation Schemes and Charities. In Funds, M. Hudson (Ed.). https://doi.org/10.1002/9781118790274.ch9
• Megginson, W.L. and Fotak, V. (2016). Rise of the Fiduciary State: A Survey of Sovereign Wealth Fund Research. In A Collection of Reviews on Savings and Wealth Accumulation (eds E. Claus and I. Claus). https://doi.org/10.1002/9781119158424.ch7
• Bernstein, Shai, Josh Lerner, and Antoinette Schoar. 2013. “The Investment Strategies of Sovereign Wealth Funds.” Journal of Economic Perspectives, 27 (2): 219-38. DOI: 10.1257/jep.27.2.219
• Godsell, David. “Financial Reporting Consequences of Sovereign Wealth Fund Investment*.” Contemporary Accounting Research, vol. 39, no. 3, 2022, pp. 2090-2129, https://doi.org/10.1111/1911-3846.12776. 
• Kemme, David, et al. “Inequality, Autocracy, and Sovereign Funds as Determinants of Foreign Portfolio Equity Flows.” Journal of Financial Research, vol. 44, no. 2, 2021, pp. 249-278, https://doi.org/10.1111/jfir.12240. 
• Ghoul, Sadok, et al. “The Corporate Governance Consequences of Small Shareholdings: Evidence from Sovereign Wealth Fund Cross-Border Investments.” Corporate Governance: An International Review, vol. 30, no. 6, 2022, pp. 656-685,  https://doi.org/10.1111/corg.12445. 
• Liu, Imogen, and Dixon, Adam. “Legitimating State Capital: The Global Financial Professions and the Transnationalization of Chinese Sovereign Wealth.” Development and Change, vol. 52, no. 5, 2021, pp. 1251-1273, https://doi.org/10.1111/dech.12681. 
• “Maharlika Investment Fund: Still Beyond Repair.” UP School of Economics Discussion Papers, No. 2023-02, 2023, pp. 1-28. UP School of Economics, https://econ.upd.edu.ph/dp/index.php/dp/article/view/1551/1035?fbclid=IwAR37H4tggiLf-xxplxtGJIMyhlvNLoyr2Ov1ZXJYPQ5E2MivQkUIeg0BiVA.

Sovereign wealth funds (SWFs) are government-backed or government-sponsored investment funds whose function is to invest accumulated reserves of foreign currencies.

Mergers, Acquisitions, and Other Restructuring Activities (Ninth Edition), 2018

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