Abu Dhabi Investment Authority
The Abu Dhabi Investment Authority is a sovereign wealth fund owned by the Emirate of Abu Dhabi founded for the purpose of investing funds on behalf of the Government of the Emirate of Abu Dhabi. It manages the Emirate's excess oil reserves, estimated to be as much as $875 billion. Its portfolio grows at an annual rate of about 10% compounded. The fund is a member of the International Forum of Sovereign Wealth Funds and is therefore signed up to the Santiago Principles on best practice in managing sovereign wealth funds.
ADIA has never published how much it has in assets but estimates have been between $800 billion to approximately US$875 billion. The Sovereign Wealth Fund Institute puts the figure at US$792 billion.
History
In 1967, Abu Dhabi emirate created the Financial Investments Board which operated within its Department of Finance and was responsible for managing the Emirate's excess oil revenues. However, in 1976, Sheikh Zayed bin Sultan Al Nahyan, the founding President of the United Arab Emirates and leader of Abu Dhabi made the decision to create the Abu Dhabi Investment Authority instead and separate it from the government as an arm's-length organization with its own management. The goal was to invest the Abu Dhabi government's surpluses across various asset classes, with low risk. At the time it was novel for a government to invest its reserves in anything other than gold or short-term credit. Even today, investment in short-term paper remains the strategy for the vast majority of countries.Teigan
ADIA manages a substantial amount of capital, and is one of the world's largest investment funds. Due to its size, the fund has been influential in international finance. In 2008, ADIA co-chaired the International Working Group of 26 sovereign wealth funds that produced the "Generally Accepted Principles and Practices of sovereign wealth funds". These principles were created to demonstrate to home and recipient countries and the international financial markets that sovereign wealth funds had robust internal frameworks and governance practices and that their investments were made only on an economic and financial basis.20-year and 30-year annualized rates of return for the ADIA portfolio were 7.6% and 8.1%, respectively, as of 31 December 2010. ADIA is one of the largest sovereign wealth funds in the world.
Today ADIA invests in all the international markets – equities, fixed income and treasury, infrastructure, real estate, private equity and alternatives. ADIA's global portfolio is broken down into sub-funds covering a specific asset class. Each asset class has its own fund managers and in-house analysts covering it. Almost every asset class is managed both internally and externally. Overall between 70% and 80% of the organization's assets are managed outside, and over the last few years the fund has become more indexed which given its unique asset liability structure is somewhat perplexing. The Abu Dhabi Investment Authority is a major purchaser of U.S. institutional real estate through various sub-entities. It often buys partial interest ownerships with leading real estate managers. ADIA also invests in development projects including malls.
Many of ADIA's investments have decreased substantially since investments were made at market peaks in 2007 and 2008. The $7 billion investment in Citigroup has lost approximately 90% of its value as of 26 November 2009, 2 years after it acquired a sizable stake in the bank. Its investments in global real-estate at the market top in 2008 have also decreased substantially in value. Though it talks of its long term success in generating returns, the fact that it has moved closer to the index and manages most of its funds through external third party fund managers shows that its tolerance for risk taking is greatly diminished over the years. However, ADIA's ratio of third-party fund managers is being actively managed. In 2006, between 70% and 80% of the organization's assets were managed outside with an aim to bring that down to between 60% and 70%. In the year 2005, Abu Dhabi Investment Company purchased 51 petcent shares of Massar from Abu Dhabi Power Corporation, a subsidiary of Abu Dhabi Water & Electricity Authority.
On 27 May 2013, ADIA published its 2012 Review, with an overview of its activities during the past year as well as an explanation of its approach to investing – strategy, governance and risk management.
Board of directors
The board members currently serve for a period of three years, and can be renewed. They are appointed by Emiri decree. The current board dates back to the April 2010 reshuffle and it was fully renewed April 2013. Its current constitution is as follows:- Khalifa bin Zayed Al Nahyan, Chairman
- Sultan bin Zayed Al Nahyan, Representative of His Highness the President of the State
- Mohammed bin Zayed Al Nahyan,
- Mansour bin Zayed Al Nahyan, Deputy Prime Minister and Minister of Presidential Affairs
- Hamed bin Zayed Al Nahyan, Managing Director,
- Mohammed bin Khalifa bin Zayed Al Nahyan, Member of the Executive Council
- Mohammed Habroush Al Suwaidi, Head of the Department of Finance
- Hamad Mohammed Al Hurr Al Suwaidi, Head of the Department of Finance
- Khalil Mohammed Foulathi
- Ahmed bin Zayed Al Nahyan, appointed as Managing Director in 1997, while still in his twenties. He died in 2010 and was replaced by his half-brother Sheikh Hamed bin Zayed Al Nahyan. He very much symbolized the growth of the fund during the 1990s and early 2000s.
- Dr. Jouan Salem Al Dhaheri, appointed in 1977, one of the oldest officials in Abu Dhabi. He served as Deputy Managing Director, Deputy head of the Investment Committee and Head of the Audit Committee and has symbolized the establishment and the growth of the fund. He died from stroke in 2013.
- Khalifa Muhammad Khalifa Al Kindi, appointed as Deputy Managing Director in 1997. He served until 2007, when he was dispatched to manage the newly established Abu Dhabi Investment Council.
- Ghanim Faris Ghanim Ateish Al Mazrui, former financial advisor to Sheikh Zayed bin Sultan Al Nahyan, and former Chairman of ADIA and former director of the UAE Central Bank.