谁在帮诺贝尔奖赚钱？百年奖项背后的220倍理财密码

Core Insights - The Nobel Prize fund has grown from an initial 31 million kronor to nearly 6.8 billion kronor by the end of 2024, achieving a growth of nearly 220 times since its inception [2][3] - The Nobel Foundation employs a robust investment strategy that includes external management, diversified asset allocation, and responsible investment principles to ensure the sustainability of the prize fund [1][3] Investment Strategy - The Nobel Foundation's investment portfolio is highly diversified, with 56% in equity funds, 9% in real estate and infrastructure funds, 12% in fixed income assets, and 24% in alternative assets [3] - The annualized investment return over the past five years has been 9.2%, with a return of 11.6% for 2024 [3] Financial Performance - As of the end of 2024, the total asset value of the Nobel Foundation reached 67.97 billion kronor, an increase of 5.64 billion kronor from the previous year [3] - The total expenditure for the Nobel Prize and operations in 2024 was 135.8 million kronor, with prize payouts amounting to 55 million kronor [7] External Management - The Nobel Foundation collaborates with various external managers, including BlackRock, Sequoia Capital, and other top-tier investment firms, to manage its assets [9][12] - The selection of external managers is based on their investment philosophy, historical performance, risk management systems, and commitment to responsible investment practices [15] Responsible Investment Principles - The Nobel Foundation is a signatory of the UN-supported Principles for Responsible Investment (PRI) and engages in annual dialogues with external managers regarding ESG criteria [15] - The foundation avoids investments in controversial sectors, including weapons manufacturing and coal production, adhering to a negative screening list [15] Future Outlook - The Nobel Foundation aims to achieve an average annual return of at least 3% adjusted for inflation, focusing on long-term structural trends while balancing risk and return [16]