Sovereign wealth funds, like those managed by oil-producing countries, are facing challenges due to lower oil prices. Despite some withdrawals, these funds remain significant investors with a focus on risk management. China is investing in infrastructure and expects cooperation with the Silk Road Fund. If SWFs sell assets in large quantities, it could disrupt markets. Strategic asset allocation is shifting towards infrastructure investments in emerging markets. Banks may need to find new customers as SWFs manage more assets internally.