Social Wealth

From natural resources to physical infrastructure, public assets represent a shared inheritance — yet their management is often underthought. JFI’s Social Wealth initiative seeks to develop financial infrastructure to transform these assets into long-term portfolios that can facilitate the wider distribution of returns to capital, endow critical social programs, and catalyze inclusive economic development. Our aim is to aid the management of social wealth funds, drive the democratization of finance, and strengthen the solidarity economy.

Drawing on resources from across the public, private, and academic spheres, JFI builds tools, conducts basic and applied research, convenes scholars and practitioners, and develops partnerships to help transform public assets into long-term financial portfolios in service of the public interest.

PARTNER WITH US

We partner with social wealth fund managers, academics, policymakers, and government officials in the US and abroad. Examples of this work include a study of financing and infrastructural options to support cash transfers and economic development in Compton, California, as well as our ongoing collaboration with UFF and the Treasury of Niterói, Brazil to develop tools and resources for the newly created Fundo de Equalização da Receita (Budget Stabilization Fund), including stochastic modeling software for portfolio analysis and risk management.

PARTNERS

• Forum of Brazilian Sovereign Wealth Funds

• Fundo de Equalização da Receita, Niterói, Brazil

• Fundo Soberano do Estado do Espírito Santo, Brazil

• Fundo Soberano de Maricá, Brazil

• Fundo Soberano Municipal, Ilhabela, Brazil

• Universidade Federal Fluminense

• Fundação Euclides da Cunha, Niterói, Brazil