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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.

      Ludovic Phalippou Pushes Back on Trump’s 401(K) Executive Order 

      Ludovic Phalippou Pushes Back on Trump’s 401(K) Executive Order 
      Discovery Extends Multiyear Run With Strong July, Now Up 17.5% in 2025

      Discovery Extends Multiyear Run With Strong July, Now Up 17.5% in 2025
      Navigating Earnings Season After a Tumultuous Year for Tech

      Navigating Earnings Season After a Tumultuous Year for Tech
      3D Investing: 2025 Mid-Year Economic and Market Outlook

      3D Investing: 2025 Mid-Year Economic and Market Outlook
      Harnessing Infrastructure Equity: Strategic Investments for a Changing World

      Harnessing Infrastructure Equity: Strategic Investments for a Changing World
      Energy-Hungry India Offers Opportunities for U.S. Oil, Natural Gas Exports

      Energy-Hungry India Offers Opportunities for U.S. Oil, Natural Gas Exports
      It’s Not Business as Usual for BDCs

      It’s Not Business as Usual for BDCs
      Here’s Where LPs See Opportunities in an Uncertain Market

      Here’s Where LPs See Opportunities in an Uncertain Market
      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
      Druckenmiller’s Equity Bets Hit Seven-Year Peak

      Druckenmiller’s Equity Bets Hit Seven-Year Peak
      Selective Keeps Its Distance from Risk Assets Amid Strong Bond Yields

      Selective Keeps Its Distance from Risk Assets Amid Strong Bond Yields
      Private Credit’s Rapid Growth Through BDCs Could Erode Quality, Returns

      Private Credit’s Rapid Growth Through BDCs Could Erode Quality, Returns
      Biopharma Funds Deliver Rare Monthly Gains

      Biopharma Funds Deliver Rare Monthly Gains
      Why Pennsylvania Muni Is Diving Into Private Credit and Infrastructure

      Why Pennsylvania Muni Is Diving Into Private Credit and Infrastructure
      4 Tools for Highly Funded Defined Benefit Plans to Manage Risk

      4 Tools for Highly Funded Defined Benefit Plans to Manage Risk
      Dan Loeb’s Third Point Outpaces S&P in July, Adds Two New Positions

      Dan Loeb’s Third Point Outpaces S&P in July, Adds Two New Positions
      Dimensional: Institutions Are Slowing Private Market Investments

      Dimensional: Institutions Are Slowing Private Market Investments
      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
      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO

      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO
      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
      Electron Energized in the Second Quarter

      Electron Energized in the Second Quarter
      Rich Nuzum Joins Franklin Templeton to Lead Its OCIO

      Rich Nuzum Joins Franklin Templeton to Lead Its OCIO
      Podcast: BlackRock’s Rick Rieder Asks ‘What Is Money’

      Podcast: BlackRock’s Rick Rieder Asks ‘What Is Money’
      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
      Georgetown Names Lehigh Investment Chief to Oversee $4B Endowment

      Georgetown Names Lehigh Investment Chief to Oversee $4B Endowment
      MSU CIO Philip Zecher’s Scientific Method

      MSU CIO Philip Zecher’s Scientific Method
      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
      OCIOs Gain Major Ground With Private Schools

      OCIOs Gain Major Ground With Private Schools
      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
      ‘More Compelling Entry Point’ Coming, Says Discovery

      ‘More Compelling Entry Point’ Coming, Says Discovery
      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?

      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?
      Third Point Boosts Market Bets in May

      Third Point Boosts Market Bets in May
      Seattle Children’s CIO Puts Conviction Over Diversification

      Seattle Children’s CIO Puts Conviction Over Diversification
      More Small and Mid-Sized Endowments Expected to Turn to OCIOs Following Tax Overhaul

      More Small and Mid-Sized Endowments Expected to Turn to OCIOs Following Tax Overhaul
      Tokenized Equities Push to Go Mainstream — But the Rulebook Isn’t Ready

      Tokenized Equities Push to Go Mainstream — But the Rulebook Isn’t Ready
      Druckenmiller’s Equity Bets Hit Seven-Year Peak

      Druckenmiller’s Equity Bets Hit Seven-Year Peak
      Private Credit’s Rapid Growth Through BDCs Could Erode Quality, Returns

      Private Credit’s Rapid Growth Through BDCs Could Erode Quality, Returns
      Biopharma Funds Deliver Rare Monthly Gains

      Biopharma Funds Deliver Rare Monthly Gains
      4 Tools for Highly Funded Defined Benefit Plans to Manage Risk

      4 Tools for Highly Funded Defined Benefit Plans to Manage Risk
      Hedge Fund VC Activity Reveals Biopharma’s Fading Momentum

      Hedge Fund VC Activity Reveals Biopharma’s Fading Momentum
      Be the Signal: Why Conviction at Series A/B Shapes the Market

      Be the Signal: Why Conviction at Series A/B Shapes the Market
      In a Brutal Year for CTAs, One Fund Breaks Away

      In a Brutal Year for CTAs, One Fund Breaks Away
      More Small and Mid-Sized Endowments Expected to Turn to OCIOs Following Tax Overhaul

      More Small and Mid-Sized Endowments Expected to Turn to OCIOs Following Tax Overhaul
      What Do We Know About Hedge Fund Activity in FX Options?

      What Do We Know About Hedge Fund Activity in FX Options?
      Allocators Are Betting on Active — But the Numbers May Be Against Them

      Allocators Are Betting on Active — But the Numbers May Be Against Them
      Icahn’s Private Hedge Fund Remains Deep in the Red After Six Straight Years of Losses

      Icahn’s Private Hedge Fund Remains Deep in the Red After Six Straight Years of Losses
      Dimensional: Institutions Are Slowing Private Market Investments

      Dimensional: Institutions Are Slowing Private Market Investments
      Hedge Fund VC Activity Reveals Biopharma’s Fading Momentum

      Hedge Fund VC Activity Reveals Biopharma’s Fading Momentum
      Viking’s Private Equity Funds Moved Into the Black in Q2

      Viking’s Private Equity Funds Moved Into the Black in Q2
      In a Brutal Year for CTAs, One Fund Breaks Away

      In a Brutal Year for CTAs, One Fund Breaks Away
      Chris Hansen’s Bet on Power Sparks Big Gains

      Chris Hansen’s Bet on Power Sparks Big Gains
      Druckenmiller’s Equity Bets Hit Seven-Year Peak

      Druckenmiller’s Equity Bets Hit Seven-Year Peak
      Selective Keeps Its Distance from Risk Assets Amid Strong Bond Yields

      Selective Keeps Its Distance from Risk Assets Amid Strong Bond Yields
      Prominent Funds Bought the Nvidia Dip — Now It’s Paying Off

      Prominent Funds Bought the Nvidia Dip — Now It’s Paying Off
      Private Credit’s Rapid Growth Through BDCs Could Erode Quality, Returns

      Private Credit’s Rapid Growth Through BDCs Could Erode Quality, Returns
      Biopharma Funds Deliver Rare Monthly Gains

      Biopharma Funds Deliver Rare Monthly Gains
      Boston Children’s Portfolio Was Designed to Survive ‘Really Questionable Times.’ Now It’s Being Put to the Test.

      Boston Children’s Portfolio Was Designed to Survive ‘Really Questionable Times.’ Now It’s Being Put to the Test.
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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
      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
      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
      Leena Bhutta, Chief Investment Officer, Doris Duke Foundation

      Leena Bhutta, Chief Investment Officer, Doris Duke Foundation
      Kasia Karapuda, Director of Investments, Oberlin College Investment Office

      Kasia Karapuda, Director of Investments, Oberlin College Investment Office
      Kristin Agatone, Chief Investment Officer, Lehigh University

      Kristin Agatone, Chief Investment Officer, Lehigh University
      Michael W. Frerichs, Illinois State Treasurer, Illinois State Treasury

      Michael W. Frerichs, Illinois State Treasurer, Illinois State Treasury
      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”
      What Do We Know About Hedge Fund Activity in FX Options?

      What Do We Know About Hedge Fund Activity in FX Options?
      Navigating Earnings Season After a Tumultuous Year for Tech

      Navigating Earnings Season After a Tumultuous Year for Tech
      4 Tools for Highly Funded Defined Benefit Plans to Manage Risk

      4 Tools for Highly Funded Defined Benefit Plans to Manage Risk
      Is Silver Poised to Catch Up to Gold's Record Rally? 

      Is Silver Poised to Catch Up to Gold's Record Rally? 
      Harnessing Infrastructure Equity: Strategic Investments for a Changing World

      Harnessing Infrastructure Equity: Strategic Investments for a Changing World
      Energy-Hungry India Offers Opportunities for U.S. Oil, Natural Gas Exports

      Energy-Hungry India Offers Opportunities for U.S. Oil, Natural Gas Exports
      Why Small-Caps Could Outperform in the Next Economic Cycle

      Why Small-Caps Could Outperform in the Next Economic Cycle
      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy

      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy
      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.

      SEP 9-12

      2025 International TraderForum

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 9-10

      2025 European Fixed Income Trading Summit

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 9-10

      RIA West Investment Forum 2025

      Balboa Bay Resort | Newport Beach

      SEP 9-10

      DC Institute - Half Moon Bay Symposium 2025

      The Ritz-Carlton | Half Moon Bay

      SEP 9

      2025 MENA International TraderForum

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 10

      第20回年次日本投資フォーラム 20th Annual Japan Investment Forum

      The Shangri-La Hotel Tokyo | Tokyo

      SEP 14-16

      22nd Annual West Coast Family Office Wealth Conference

      Montage Laguna Beach | Laguna Beach

      SEP 16-17

      Retirement Plan Advisor Summit - West 2025

      Balboa Bay Resort | Newport Beach

      SEP 17

      2025 한국 글로벌 투자 포럼 2025 Korea Global Investment Forum

      Four Seasons Hotel Seoul | Seoul

      SEP 17-19

      European Investment Roundtable 2025

      Copenhagen Marriott Hotel | Copenhagen

      OCT 8

      Institutional Investor UAE Summit

      Four Seasons Hotel Al Maryah Island

      OCT 14

      2025 Asia Private Market Leaders Forum

      Conrad Hong Kong

      NOV 6

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

      The Ritz Carlton Beijing, Financial Street | Beijing

      NOV 18

      Institutional Investor Kuwait Summit

      Arab Fund Building Kuwait

      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

      Fairmont The Palm, Dubai | Dubai

  • About Us
segal.png
Julie Segal
Morningstar Transforms Analyst and Quant Ratings for Funds
Here’s what happens when Morningstar changes its widely-followed ratings system.
Julie Segal July 9, 2019
Illustration by II

Illustration by II

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