Institute of Sovereign Wealth
Strategy Guide

The Direct Deal Revolution

Why Sovereign Wealth Funds stopped paying Wall Street and started competing with it.

TrendAccelerating
Primary_DriverFee Reduction
ChallengeTalent Acquisition

The LP to GP Transition

Historically, SWFs were passive Limited Partners (LPs). They gave billions to Private Equity General Partners (GPs) like Blackstone or KKR. Today, funds like PIF, Mubadala, and CPPIB (a pension equivalent) bypass GPs entirely.

The Co-Investment Compromise

Because building internal teams capable of leading complex buyouts is hard, the intermediate step is co-investing. The SWF commits capital to a GP's main fund, but demands the right to invest directly alongside the GP in specific deals with zero management fees and zero carry (performance fees).

Co-Investment Fee Savings Model

Carry (Performance Fee) Saved