Читать книгу The Hunt for Unicorns - Winston Ma - Страница 30

Chapter 10 provides a portrait of sovereign investors as super asset owners and their growing impact and influence in four key roles (see chart below).

First, ESG guardians. They lead in ESG and SDG in the digital economy, uniting to counter live-streamed shootings, relying on AI to monitor the conduct of portfolio companies, chiding the management of others, and rebalancing their portfolios to de-risk them for climate change and technological disruption.

Second, fintech powerhouses. They have, by necessity, evolved into fintech hotbeds, creating internal teams focused on the risks, opportunities, and operational implications of the digitalization of everything. AI and blockchain are deployed internally and seeded in startups, as they are poised to be the leaders, instead of the clients, of the asset management industry.

Third, Sustainability champions. Sovereign investors are putting long-term capital to cutting-edge technologies, fostering innovation hubs out of traditional centers like the US and Germany. Consequently, emerging economies are becoming smarter and more competitive. Even those who view the digital future as a zero-sum game have come to recognize the utility of these super asset owners.

Finally, digital diplomats. Sovereign investors are confronting an increasingly fractured tech world. The collaboration among the SIFs, however, provides a path whereby the US, China, EU, Japan, and many other parts of the world could reach a new equilibrium and collectively drive innovation. Viewed for what they truly are, these super asset owners of the future can become opportunities for mutual prosperity.