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      55+ Years of Analysis & Insight

      For more than 55 years, Institutional Investor has delivered the news and analysis that investment professionals need to succeed and stay relevant. Our coverage of the global asset management industry helps you to stay ahead of the curve on the trends and stories that impact your world.

      Unsustainable Debt: Is There a Path for Policymakers and Institutional Investors?

      Unsustainable Debt: Is There a Path for Policymakers and Institutional Investors?
      As U.S. Stocks Hit Records, Do Mexican Equities Offer Diversification Opportunities?

      As U.S. Stocks Hit Records, Do Mexican Equities Offer Diversification Opportunities?
      Gold Glitters, But the World Still Turns

      Gold Glitters, But the World Still Turns
      Why the Commodities Boom Is Different This Time

      Why the Commodities Boom Is Different This Time
      CIOs Argue American Exceptionalism Is Alive and Well

      CIOs Argue American Exceptionalism Is Alive and Well
      Changing Tax Codes Drive Family Offices to Relocate

      Changing Tax Codes Drive Family Offices to Relocate
      August Surge Offers Relief to Managed Futures Funds — But Not Redemption

      August Surge Offers Relief to Managed Futures Funds — But Not Redemption
      Einhorn’s Greenlight Misses the Rally, Again

      Einhorn’s Greenlight Misses the Rally, Again
      The Rise of Oil Options: Why More Traders Are Getting Involved

      The Rise of Oil Options: Why More Traders Are Getting Involved
      Private Markets, Public Access

      Private Markets, Public Access
      Will 2025 Be the Year of Diversification in Equities?

      Will 2025 Be the Year of Diversification in Equities?
      Artificial Intelligence, Meet Private Equity. They’re Here to Help.

      Artificial Intelligence, Meet Private Equity. They’re Here to Help.
      Model Portfolios to Deliver Alternative Asset Exposure

      Model Portfolios to Deliver Alternative Asset Exposure
      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?

      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?
      Open Architecture and Next-Gen Technology Help Support Model Delivery

      Open Architecture and Next-Gen Technology Help Support Model Delivery
      Maximizing Impact: The Role of TAMP Selection in Effective Investment Distribution

      Maximizing Impact: The Role of TAMP Selection in Effective Investment Distribution
      Why Raoul Pal Went All-In on Crypto — And Where He Sees It Going Next

      Why Raoul Pal Went All-In on Crypto — And Where He Sees It Going Next
      A Candid Conversation on Real Estate’s Challenges, Cycles, Opportunities and Its Role in Institutional Portfolios

      A Candid Conversation on Real Estate’s Challenges, Cycles, Opportunities and Its Role in Institutional Portfolios
      Governance Influence Over Manager Selection Performance

      Governance Influence Over Manager Selection Performance
      Valiant Tops Tiger Cubs as Hedge Funds Ride AI, Power, and Chips to Big Gains

      Valiant Tops Tiger Cubs as Hedge Funds Ride AI, Power, and Chips to Big Gains
      Don’t Trust Active? This Endowment CIO Says You’re Going to Need It.

      Don’t Trust Active? This Endowment CIO Says You’re Going to Need It.
      Unlocking GP Financing: Perspectives from Institutional Investor’s September Webcast

      Unlocking GP Financing: Perspectives from Institutional Investor’s September Webcast
      This Group Has a Road Map for TPA. Not Everyone’s Along for the Ride.

      This Group Has a Road Map for TPA. Not Everyone’s Along for the Ride.
      How an SNL Sketch Gets It Right and Informs the Debate Around Private Markets in 401(k) Plans

      How an SNL Sketch Gets It Right and Informs the Debate Around Private Markets in 401(k) Plans
      Lazard Taps Christopher Hogbin for Top Role

      Lazard Taps Christopher Hogbin for Top Role
      Rich Nuzum Joins Franklin Templeton to Lead Its OCIO

      Rich Nuzum Joins Franklin Templeton to Lead Its OCIO
      Brian O’Neil (Briefly) Pauses His Retirement to Oversee Wallace’s $1.7B Portfolio

      Brian O’Neil (Briefly) Pauses His Retirement to Oversee Wallace’s $1.7B Portfolio
      Opinion: Can the ‘Alpha in the Elevators’ Give Active Managers the Edge They Need?

      Opinion: Can the ‘Alpha in the Elevators’ Give Active Managers the Edge They Need?
      Seattle Children’s CIO Puts Conviction Over Diversification

      Seattle Children’s CIO Puts Conviction Over Diversification
      Cleveland Clinic Alum Joins Sanford Health as First CIO

      Cleveland Clinic Alum Joins Sanford Health as First CIO
      Hinge Health’s Planned IPO Attracts a Trio of High-Profile Investors

      Hinge Health’s Planned IPO Attracts a Trio of High-Profile Investors
      The Rise of Oil Options: Why More Traders Are Getting Involved

      The Rise of Oil Options: Why More Traders Are Getting Involved
      With Susan Ridlen Out, Eli Lilly Offloads $25B Retirement Portfolio to Goldman Sachs

      With Susan Ridlen Out, Eli Lilly Offloads $25B Retirement Portfolio to Goldman Sachs
      Heinz’s McCall Cravens on the Importance of Manager Selection

      Heinz’s McCall Cravens on the Importance of Manager Selection
      One of Venture Capital’s Top Firms Just Raised Its Final Fund. Why Is That So Rare?

      One of Venture Capital’s Top Firms Just Raised Its Final Fund. Why Is That So Rare?
      GEM Makes Key Hire to Expand VC Capabilities

      GEM Makes Key Hire to Expand VC Capabilities
      Lazard Taps Christopher Hogbin for Top Role

      Lazard Taps Christopher Hogbin for Top Role
      Diana K. Winalski Recently Joined EY Americas as Deputy Chief Investment Officer

      Diana K. Winalski Recently Joined EY Americas as Deputy Chief Investment Officer
      CFA Society Emirates Appoints New President

      CFA Society Emirates Appoints New President
      University of Rochester Names Geoff Berg CIO

      University of Rochester Names Geoff Berg CIO
      II Communities on Alternative Investments

      II Communities on Alternative Investments
      Managers Bet Big on Asset-Based Lenders

      Managers Bet Big on Asset-Based Lenders
      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty

      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty
      VC Is Down — But Private Placements for Post-IPO Companies Are Up

      VC Is Down — But Private Placements for Post-IPO Companies Are Up
      The Troubles Plaguing Private Capital Create a Windfall for Secondaries

      The Troubles Plaguing Private Capital Create a Windfall for Secondaries
      REITs Are in a Rut

      REITs Are in a Rut
      Why Private Equity Wins: Reflecting on a Quarter-Century of Outperformance

      Why Private Equity Wins: Reflecting on a Quarter-Century of Outperformance
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Franklin Templeton and Binance Launch Digital Asset Collaboration

      Franklin Templeton and Binance Launch Digital Asset Collaboration
      T Rowe, Goldman Latest to Announce Tie-Up in Bid to Access Retirement Markets            

      T Rowe, Goldman Latest to Announce Tie-Up in Bid to Access Retirement Markets            
      Hedgies Prepare to Unload Stakes in a High-Profile SPAC

      Hedgies Prepare to Unload Stakes in a High-Profile SPAC
      Texas vs. BlackRock Could Have Implications Beyond ESG

      Texas vs. BlackRock Could Have Implications Beyond ESG
      Tokenized Equities Push to Go Mainstream — But the Rulebook Isn’t Ready

      Tokenized Equities Push to Go Mainstream — But the Rulebook Isn’t Ready
      Jeffrey Talpins’s Element Slashes U.S. Stock Holdings by 90% in Renewed Bearish Turn

      Jeffrey Talpins’s Element Slashes U.S. Stock Holdings by 90% in Renewed Bearish Turn
      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal

      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal
      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities

      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities
      U.S. Trails the Netherlands, Singapore in National Pension Health

      U.S. Trails the Netherlands, Singapore in National Pension Health
      Governance Influence Over Manager Selection Performance

      Governance Influence Over Manager Selection Performance
      Biopharma’s Remarkable Reversal of Fortune

      Biopharma’s Remarkable Reversal of Fortune
      Opinion: How Dartmouth Actually Became the Ivy League’s Switzerland

      Opinion: How Dartmouth Actually Became the Ivy League’s Switzerland
      Building Portfolio Resilience: Why Today’s Approach Needs to be Different

      Building Portfolio Resilience: Why Today’s Approach Needs to be Different
      How Family Offices Got Ahead of Falling Rates

      How Family Offices Got Ahead of Falling Rates
      Why Grains and Oilseed Options Are Trending Shorter Term

      Why Grains and Oilseed Options Are Trending Shorter Term
      Biopharma Hedge Funds Rebounded Sharply Last Month — But Is It Sustainable?

      Biopharma Hedge Funds Rebounded Sharply Last Month — But Is It Sustainable?
      In a Combative Year, Strong Equities and Savvy Hedge Fund Selection Drove Harvard’s Returns

      In a Combative Year, Strong Equities and Savvy Hedge Fund Selection Drove Harvard’s Returns
      Unsustainable Debt: Is There a Path for Policymakers and Institutional Investors?

      Unsustainable Debt: Is There a Path for Policymakers and Institutional Investors?
      Biopharma’s Remarkable Reversal of Fortune

      Biopharma’s Remarkable Reversal of Fortune
      Chris Hohn’s TCI Soars on Aerospace Bets, Extends Lead Over S&P With September Gain

      Chris Hohn’s TCI Soars on Aerospace Bets, Extends Lead Over S&P With September Gain
      Third Point Repositions for Q4 With Aggressive Equity Tilt

      Third Point Repositions for Q4 With Aggressive Equity Tilt
      AQR’s Big Year: Funds Climb on Stock Picks and Macro Moves

      AQR’s Big Year: Funds Climb on Stock Picks and Macro Moves
      Why the Fed Prefers PCE Over CPI for Inflation Insights

      Why the Fed Prefers PCE Over CPI for Inflation Insights
      Greenlight Gains Ground — But Just Barely

      Greenlight Gains Ground — But Just Barely
      With Susan Ridlen Out, Eli Lilly Offloads $25B Retirement Portfolio to Goldman Sachs

      With Susan Ridlen Out, Eli Lilly Offloads $25B Retirement Portfolio to Goldman Sachs
      Why Raoul Pal Went All-In on Crypto — And Where He Sees It Going Next

      Why Raoul Pal Went All-In on Crypto — And Where He Sees It Going Next
      New Fund Bets on Sports Teams and the Real Estate Play Behind Teams

      New Fund Bets on Sports Teams and the Real Estate Play Behind Teams
      In a Combative Year, Strong Equities and Savvy Hedge Fund Selection Drove Harvard’s Returns

      In a Combative Year, Strong Equities and Savvy Hedge Fund Selection Drove Harvard’s Returns
      A Candid Conversation on Real Estate’s Challenges, Cycles, Opportunities and Its Role in Institutional Portfolios

      A Candid Conversation on Real Estate’s Challenges, Cycles, Opportunities and Its Role in Institutional Portfolios
      Governance Influence Over Manager Selection Performance

      Governance Influence Over Manager Selection Performance
      Tekne Capital’s Beeneet Kothari Plays the Long Game — and Wins Big on China Tech

      Tekne Capital’s Beeneet Kothari Plays the Long Game — and Wins Big on China Tech
      Valiant Tops Tiger Cubs as Hedge Funds Ride AI, Power, and Chips to Big Gains

      Valiant Tops Tiger Cubs as Hedge Funds Ride AI, Power, and Chips to Big Gains
  • Market Intelligence
      • Data & Analysis
      • Guest Contributors
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      Custom Research | Comprehensive Data | Transforming Intelligence

      At Institutional Investor, we provide comprehensive data and independent research to support the investment community. Our Thought Leadership Studio creates impactful content that shapes industry conversations, while our Custom Research Lab produces primary research reports for clients' market outreach and business development. Together, these efforts help investment professionals stay informed and competitive.

      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise

      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise
      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025

      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025
      Investors Reach for What They Recognize

      Investors Reach for What They Recognize
      CFOs and COOs Show Less Favor in Emerging Markets

      CFOs and COOs Show Less Favor in Emerging Markets
      Out with the Old, in with the New

      Out with the Old, in with the New
      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
      Allocators and Asset Managers Tell Us What Concerns Them Most

      Allocators and Asset Managers Tell Us What Concerns Them Most
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Governance Influence Over Manager Selection Performance

      Governance Influence Over Manager Selection Performance
      Gold Glitters, But the World Still Turns

      Gold Glitters, But the World Still Turns
      Be the Signal: Why Conviction at Series A/B Shapes the Market

      Be the Signal: Why Conviction at Series A/B Shapes the Market
      3D Investing: 2025 Mid-Year Economic and Market Outlook

      3D Investing: 2025 Mid-Year Economic and Market Outlook
      Podcast: A Conversation with Rip Reeves, CEO

      Podcast: A Conversation with Rip Reeves, CEO
      What Happens When Public Capital Steps Back? The New Risk Equation in Women’s Health Investing

      What Happens When Public Capital Steps Back? The New Risk Equation in Women’s Health Investing
      Investors Reach for What They Recognize

      Investors Reach for What They Recognize
      Cecelia Chen, Director of Investments, Carnegie Corporation

      Cecelia Chen, Director of Investments, Carnegie Corporation
      Michael Sinoway, Director, Investments, Penn State University

      Michael Sinoway, Director, Investments, Penn State University
      Ananya Handa, Senior Investment Associate, The Harry and Jeanette Weinberg Foundation

      Ananya Handa, Senior Investment Associate, The Harry and Jeanette Weinberg Foundation
      Chun Lai, Chief Investment Officer, The Rockefeller Foundation

      Chun Lai, Chief Investment Officer, The Rockefeller Foundation
      Geeta Kapadia, Chief Investment Officer, Fordham University

      Geeta Kapadia, Chief Investment Officer, Fordham University
      Kalina Berova, Managing Director, British Columbia Investment Management Corporation (BCI)

      Kalina Berova, Managing Director, British Columbia Investment Management Corporation (BCI)
      Visionary Recognition: Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System

      Visionary Recognition: Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System
      Judy Chambers, Managing Director, Meketa Investment Group

      Judy Chambers, Managing Director, Meketa Investment Group
      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise

      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise
      Strategic Gaps and Leadership Blind Spots

      Strategic Gaps and Leadership Blind Spots
      Shifting Product Priorities: What Firms Have Added in the Last Five Years

      Shifting Product Priorities: What Firms Have Added in the Last Five Years
      CIOs Tell Us What Concerns Them Most in 2025

      CIOs Tell Us What Concerns Them Most in 2025
      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
      Bear Market Warning Signals Begin to Emerge

      Bear Market Warning Signals Begin to Emerge
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
      Valuations Have Dropped, but Not Enough to be “Cheap”

      Valuations Have Dropped, but Not Enough to be “Cheap”
      Unsustainable Debt: Is There a Path for Policymakers and Institutional Investors?

      Unsustainable Debt: Is There a Path for Policymakers and Institutional Investors?
      A Candid Conversation on Real Estate’s Challenges, Cycles, Opportunities and Its Role in Institutional Portfolios

      A Candid Conversation on Real Estate’s Challenges, Cycles, Opportunities and Its Role in Institutional Portfolios
      As U.S. Stocks Hit Records, Do Mexican Equities Offer Diversification Opportunities?

      As U.S. Stocks Hit Records, Do Mexican Equities Offer Diversification Opportunities?
      A Long-Term Approach to Using ETFs in Institutional Portfolios

      A Long-Term Approach to Using ETFs in Institutional Portfolios
      Why the Fed Prefers PCE Over CPI for Inflation Insights

      Why the Fed Prefers PCE Over CPI for Inflation Insights
      Is the Market Bullish or Bearish? How the CVOL Skew Ratio Reveals Market Sentiment

      Is the Market Bullish or Bearish? How the CVOL Skew Ratio Reveals Market Sentiment
      Why the Commodities Boom Is Different This Time

      Why the Commodities Boom Is Different This Time
      Building Portfolio Resilience: Why Today’s Approach Needs to be Different

      Building Portfolio Resilience: Why Today’s Approach Needs to be Different
      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise

      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise
      U.S. Imports Surge Amid Tariff Uncertainty

      U.S. Imports Surge Amid Tariff Uncertainty
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
  • Events
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      600 Asset Managers | 90+ Annual Events

      We drive growth by creating communities across the investment ecosystem and foster conversations where members share their collective intelligence, innovative observations, and experience as industry leaders in an off-recording setting.

      OCT 20-21

      2025 Fixed Income Trading Summit

      Park Hyatt Chicago | Chicago

      OCT 28-29

      Legal Forum Fall Roundtable 2025

      The Newbury Boston | Boston

      OCT 29-30

      AMI CHRO Roundtable 2025

      The Newbury Boston | Boston

      NOV 1

      2025 Asia Institute Senior Delegates Roundtable
      NOV 4-5

      4th Annual Central Sub-Advisory & Manager Research Roundtable

      Park Hyatt Chicago | Chicago

      NOV 4

      Institutional Investor DACH Summit 2025

      The Dolder Grand | Zürich

      NOV 6

      2025 北京环球投资论坛 2025 Beijing Global Investment Forum

      The Ritz Carlton Beijing, Financial Street | Beijing

      NOV 11

      II London Networking Reception
      NOV 18

      Institutional Investor Kuwait Summit

      The St Regis Hotel | Kuwait City

      NOV 20-21

      2025 Global East Government Funds Roundtable

      Four Seasons Hotel Singapore

      NOV 25-26

      Institutional Investor Netherlands Summit 2025

      Hilton The Hague | Den Haag

      JAN 8-9

      Senior Delegates Research Summit 2026 (Europe)

      Hôtel Lutetia | Paris

      FEB 2-4

      Endowments & Foundations Roundtable West 2026

      Fairmont Scottsdale Princess | Scottsdale

      APR 21

      Institutional Investor Saudi Arabia Forum

      The Four Seasons Kingdom Centre | Riyadh

      APR 23

      2026 Middle East Family Office Symposium (Dubai)

      Fairmont The Palm

  • About Us
zhangauthor21.jpg
Hannah Zhang
The Equity ‘Sweet Spot’ That Investors Overlook
According to NFJ Investment Group, mid-cap value stocks are especially attractive in the current environment.
Hannah Zhang June 15, 2023
art-midcaps061423.jpg

Illustration by II

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