Headquarters at Abu Dhabi Investment Authority Tower | |
Company type | Sovereign wealth fund |
---|---|
Industry | Institutional investor |
Founded | 21 March 1976; 48 years ago (1976-03-21) |
Headquarters | Abu Dhabi, United Arab Emirates |
Key people | Tahnoun bin Zayed Al Nahyan, Chairman Hamed bin Zayed Al Nahyan, Managing Director |
AUM | US$ 1,057 billion |
Owner | Government of Abu Dhabi |
Website | www |
The Abu Dhabi Investment Authority (Arabic: جهاز أبوظبي للاستثمار, ADIA) is a sovereign wealth fund owned by the Emirate of Abu Dhabi in the United Arab Emirates, founded to invest funds on behalf of the Government of Abu Dhabi. It manages the emirate's excess oil reserves and is estimated to manage $1,057 billion. ADIA is one of the largest sovereign wealth funds in the world.
ADIA's operations have been characterized as secretive and opaque.
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, converted it into the Abu Dhabi Investment Authority. 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.
In the Bank of Credit and Commerce International scandal of the 1990s, ADIA reportedly lost hundreds of millions of dollars.
The operations of ADIA have historically and to the present been secretive and opaque.
The fund is a member of the International Forum of Sovereign Wealth Funds.
Strategy
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" (known as the Santiago Principles). 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.
Today ADIA invests in all the international markets — equities, fixed income and treasury, infrastructure, real estate, private equity, and alternatives (hedge funds and commodity trading advisers — CTAs). 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 (ADIA) 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 has 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 percent of shares of Massar (Company) 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.
In 2019, ADIA announced that it would be investing over $1 billion into Saudi Aramco's initial public offering. In 2020 the AIDA disclosed a share of $615 million in Cheniere Energry.
In 2024, AIDA invested $1.7 billion into Fisher Investments together with Lunate, $2.8 billion into Trans-Java Toll Roads with INA and APG, as well as $5.6 billion into NetCo SRL together with CDP Eq and CPP.
Tawreed Investments is a subsidiary of ADIA that has investments in several Australian infrastructure projects including Queensland Motorways, TransGrid, and WestConnex.
Board of directors
The board members currently serve for a period of three years and can be renewed. They are appointed by Emiri decree. As of 2023, the board consisted of:
- Tahnoun bin Zayed Al Nahyan, Chairman
- Hamed bin Zayed Al Nahyan, Managing Director
- Khaled bin Mohamed bin Zayed Al Nahyan
- Mansour bin Zayed Al Nahyan
- Khalil Mohammed Sharif Foulathi
- Jassem Mohamed Bu Ataba Al Zaabi
- Hamad Mohammed Al Hurr Al Suwaidi
Former important board members include:
- Ahmed bin Zayed Al Nahyan (1969–2010), 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.
- Jouan Salem Al Dhaheri (1948–2013), appointed in 1977. He served as Deputy Managing Director, Deputy Head of the Investment Committee, and Head of the Audit Committee.
- Khalifa Muhammad Khalifa Al Kindi (born 1959), appointed as Deputy Managing Director in 1997. He served until 2007 when he was dispatched to manage the newly established Abu Dhabi Investment Council (ADIC).
- 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.
See also
References
- "Abu Dhabi Investment Authority marks 40th anniversary". WAM. 21 March 2016. Retrieved 21 March 2023.
- "Sovereign Wealth Fund Institute - Abu Dhabi Investment Authority". Sovereign Wealth Fund Institute. Retrieved 18 December 2024.
- https://www.swfinstitute.org/fund-rankings/sovereign-wealth-fund Sovereign Wealth Fund Institute Retrieved 25 July 2014
- ^ "Gulf sovereign wealth funds among world's least transparent". Gulf sovereign wealth funds among world’s least transparent. Retrieved 13 July 2021.
- "Biggest Gulf Wealth Funds Are Faulted for Lagging on Governance". Bloomberg.com. 2021. Retrieved 13 July 2021.
- ^ Thomas, Landon Jr. (28 February 2008). "Cash-Rich, Publicity-Shy, Abu Dhabi Fund Draws Scrutiny". The New York Times. ISSN 0362-4331. Retrieved 13 July 2021.
- "ADIA Review 2009" (PDF). Archived from the original (PDF) on 23 March 2012. Retrieved 4 May 2011.
- ^ "Money and mystery: Adia unveils its secrets". April 2006.
- International Forum of Sovereign Wealth Funds. "IFSWF Our members". Archived from the original on 27 September 2016. Retrieved 24 September 2016.
- Chen, James. "Abu Dhabi Investment Authority (ADIA)". Investopedia. Retrieved 31 August 2021.
- "Generally Accepted Principles and Practices (GAPP)—Santiago Principles". Archived from the original on 18 June 2012. Retrieved 18 May 2011.
- "The Abu Dhabi Investment Authority is a Buyer of Hotels Sovereign Wealth Fund Institute". SWFI. 21 August 2013.
- "ADIA Invests in Macau Mall Development". SWFI. 23 June 2016. Retrieved 23 October 2016.
- Barbuscia, Davide (3 February 2020). "Abu Dhabi Power to take control of TAQA in asset swap". U.S. – via www.reuters.com.
- "Data". www.abudhabipower.ae. Retrieved 19 July 2020.
- "Abu Dhabi Investment Authority Publishes 2012 ADIA Review". Dubai Chronicle. 27 May 2013. Retrieved 14 June 2013.
- Unwin, Jack (27 November 2019). "Abu Dhabi Investment Authority to invest in Saudi Aramco IPO". Offshore Technology. Retrieved 17 December 2024.
- Shirkhani, Nassir (17 September 2020). "Abu Dhabi builds $615 million stake in Cheniere LNG". upstreamonline.com. Retrieved 17 December 2024.
- "Top Gulf sovereign wealth funds invest $38.2 billion in 58 deals in H1 2024: Report". Economy Middle East. Retrieved 18 December 2024.
- The Transurban Consortium proposed acquisition of the assets on the Queensland Motorways Group Australian Competition & Consumer Commission
- TransGrid investor prepares to fly the coop Australian Financial Review 16 February 2020
- Undertaking to the Australian Competition & Consumer Commission Australian Competition & Consumer Commission
- "ADIA Annual Review 2023" (PDF). ADIA. Retrieved 18 December 2024.
- "Sheikh Ahmed Bin Zayed Al Nahyan: 1969-2010". Arabian Business. 4 April 2010. Archived from the original on 5 June 2016. Retrieved 9 September 2021.
- ^ "H.H. Sheikh Hamed bin Zayed Al Nahyan: ADIA 2013 Overview - WAM". Retrieved 2 December 2016.
- "Abu Dhabi Investment Authority Director Jauan Al Dhaheri Dies". Bloomberg.com. 5 May 2013. Retrieved 2 December 2016 – via www.bloomberg.com.
- "Sheikh Khalifa honours Emiratis for their service to the UAE - The National". 2 December 2013. Retrieved 2 December 2016.
- Kassem, Mahmoud (21 March 2016). "ADIA at 40: UAE Central Bank Chairman says fund has preserved and grown Abu Dhabi's capital". The National. Archived from the original on 9 September 2021. Retrieved 9 September 2021.
- "First American Corp. V. Al-Nahyan, 948 F. Supp. 1107 (D.D.C. 1996)". Justia Law.
- Kirdar, Nemir (11 July 2013). Need, Respect, Trust: The Memoir of a Vision. Orion. ISBN 9780297868590.