北达科他州全州140亿至150亿美元遗产基金新网站10月29日上线 持仓可按国家行业查询
北达科他州10月29日上线了一个全新的遗产基金公开网站，让公众可以查看这只规模约140亿至150亿美元的主权财富基金的投资去向。遗产基金由石油税收注资，网站地址为legacyfund.nd.gov，内容包括基金历史、治理结构和投资持仓，持仓可按国家、地区、经济行业或投资类型分类查询。
网站由州退休与投资办公室委托Tactis公司开发，一次性开发费用约50万美元，另含许可和维护费用，投资数据每年更新一次，不做实时报告。网站也有局限：持仓页面上有75个条目、合计64亿美元、约占基金42%的资金仅标注为集合基金或现金，未逐项披露底层投资，理由是专有信息。
推动2025年建站立法的州众议员伯尼·萨特罗姆表示，网站离真正的透明还有距离，并表示可能在明年1月开始的会期提出针对集合基金和公开记录法的立法。官员计划在年底前补充石油税收注入基金的数据，公众也可通过网站的联系表单提交问题。
这只基金的透明度问题，近年来一直是北达科他州议会关注的焦点。
North Dakota Launches New Website for Its $14-15 Billion Legacy Fund on October 29, With Holdings Searchable by Country and Sector
North Dakota on October 29 launched a new public website for its Legacy Fund, giving the public a view into where this sovereign wealth fund of roughly $14 billion to $15 billion is invested. The Legacy Fund is financed by oil taxes; the website, at legacyfund.nd.gov, covers the fund's history, governance structure and investment holdings, which can be searched by country, region, economic sector or investment type.
The site was developed by Tactis for the State Retirement and Investment Office at a one-time cost of about $500,000, plus licensing and maintenance fees, and investment data will be updated once a year rather than reported in real time. The site also has limits: 75 line items on the holdings page, totaling $6.4 billion or about 42 percent of the fund, are listed only as pooled funds or cash without itemizing the underlying investments, on proprietary-information grounds.
State Representative Bernie Satrom, who pushed for the 2025 legislation creating the site, said the website is still some distance from true transparency and that he may introduce legislation in the session beginning next January addressing pooled funds and the open records law. Officials plan to add data on oil-tax deposits into the fund by year-end, and the public can submit questions through a contact form on the site. The fund's transparency has long been a focus of the North Dakota Legislature.
来源：GSM·美国（原文链接）
图片来源：北达科他州议会大厦，位于俾斯麦 / The North Dakota State Capitol in Bismarck. Photo: Quintin Soloviev, CC BY 4.0, via Wikimedia Commons.
