每日新闻更新 - 挪威主权财富基金 The Daily Update - Norway’s sovereign wealth fund

挪威主权财富基金致函挪威财政部,要求允许对私募股权进行投资,该基金认为“私募股权相关的风险可通过政策管理而充分得到控制”。目前挪威主权财富基金的规模为1.1万亿美元,仅允持投资上市公司,且任何个股占比均不可超过10%。该基金平均拥有全球每家上市企业1.5%的股份。

在该函件中,挪威央行投资管理公司(NBIM)指出,该基金的规模、长期愿景以及有限的流动性需求非常适合在私募股权领域进行投资,加大投资范围还可让该基金投资不同类型的上市企业。“央行只有在判定有助于改善整个基金的风险与回报平衡之后,才能进行投资。因此,扩大投资范围并不意味着银行会用真的把基金投入私募股权。”

这已不是该基金第一次提出要投资私募股权了。早在2010年,NBIM就希望改变其投资范围,然而,在其购买了Formula 1的股票后就遇到了阻挠。当时Formula 1首席执行官Bernie Ecclestone在德国接受了一件腐败案审理,有人担心该基金既没有成功的运营管理,也没有很好的人事管理。NBIM现在认为,随着私募股权的数据表现优于其他类型的资产,现在该基金已做好准备,能更好地应对拓展至私募股权领域后的运营需求。

目前,该基金对上市股票的投资占比为66%,债券投资占比为31.5%,房地产投资占比约2.5%。基金希望获得对非上市公司的投资占比不低于10%,这也是目前允许对非上市房地产投资的比重。

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