phronesisgrp.com

Middle Eastern Sovereign Wealth Fund (SWF)

Client

A SWF in the Middle East with over US $700B in funds and investment assets, requestedPhronesis provide strategic direction, approval and tracking solutions, execution and operationalplan and governance apparatus to manage multiple stakeholders across the government tounderstand the success, the elements that procure or hinder success and ROI of their over US$122B in domestic investments occurring through the countries’ treasury mechanism. 

The result

Phronesis provided the strategic direction, solution design and built the governanceapparatus that provided oversight and monitoring of future domestic investments. Before rollingout the organization that was steering the solution across multiple ministries, Phronesis ran a pilotwithin one Ministerial organization that was allocated US $18B for domestic initiatives in 2019. Thenew organization built by Phronesis, armed with the monitoring solution, was able to conclude thatUS $65m in funds went towards initiatives that never yielded an ROI. We also were able to showthat from the original US $18B budget, US $1.73B of funds went unallocated and was returned to thetreasury and ultimately our SWF client. Formal rollout was halted due to the Covid-19 pandemic andwill roll out Ministerial wide starting in Q1 2023