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      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.

      CIOs Argue American Exceptionalism Is Alive and Well

      CIOs Argue American Exceptionalism Is Alive and Well
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      Changing Tax Codes Drive Family Offices to Relocate
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      August Surge Offers Relief to Managed Futures Funds — But Not Redemption
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      Einhorn’s Greenlight Misses the Rally, Again
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      Why Are Silver and Platinum Outperforming as Portfolio Diversifiers to Gold? 
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      Why Rushing to Hire a CIO Could Be a Mistake for New Family Offices
      Ludovic Phalippou Pushes Back on Trump’s 401(K) Executive Order 

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

      Private Markets, Public Access
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      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.
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      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

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      Hedge Funds Have a Reputation for Ruthlessness. Dmitry Balyasny Took a Different Approach.

      Hedge Funds Have a Reputation for Ruthlessness. Dmitry Balyasny Took a Different Approach.
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      Frozen Pensions Are Sitting on Billions. Sponsors Want Access.
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      Private Equity’s Biggest Leap of Faith Isn’t NAV Finance
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      More Allocators Are Using AI as Custom Tools Advance
      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            
      Surging Fund Flows Can Signal Trouble Ahead

      Surging Fund Flows Can Signal Trouble Ahead
      Lazard Taps Christopher Hogbin for Top Role

      Lazard Taps Christopher Hogbin for Top Role
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      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?
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      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
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      Hinge Health’s Planned IPO Attracts a Trio of High-Profile Investors
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      The Rise of Oil Options: Why More Traders Are Getting Involved
      Chun Lai, Chief Investment Officer, The Rockefeller Foundation

      Chun Lai, Chief Investment Officer, The Rockefeller Foundation
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      GEM Makes Key Hire to Expand VC Capabilities
      Lazard Taps Christopher Hogbin for Top Role

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

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      Why Private Equity Wins: Reflecting on a Quarter-Century of Outperformance
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      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      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            
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      Why Grains and Oilseed Options Are Trending Shorter Term
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      Biopharma Hedge Funds Rebounded Sharply Last Month — But Is It Sustainable?
      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
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      ‘Mob Wives’ and Missed Opportunities: The Hypocrisy of Avoiding Defense Investments
      Third Point Falls Behind as August Loss Wipes Out the Year’s Gains

      Third Point Falls Behind as August Loss Wipes Out the Year’s Gains
      Bitcoin Treasuries Aren’t Arbitrage —  They’re the Next Endowments

      Bitcoin Treasuries Aren’t Arbitrage —  They’re the Next Endowments
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      D1 Capital Leads Tiger Crowd as Hedge Fund Returns Diverge in August
      Third Point Falls Behind as August Loss Wipes Out the Year’s Gains

      Third Point Falls Behind as August Loss Wipes Out the Year’s Gains
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      Einhorn’s Greenlight Misses the Rally, Again
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      Private Equity Megadeals Closing In on Record Year
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      What Do We Know About Hedge Fund Activity in FX Options?
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      Hedge Funds Have a Reputation for Ruthlessness. Dmitry Balyasny Took a Different Approach.
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      D1 Capital Leads Tiger Crowd as Hedge Fund Returns Diverge in August
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      Chun Lai, Chief Investment Officer, The Rockefeller Foundation
      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?
      Changing Tax Codes Drive Family Offices to Relocate

      Changing Tax Codes Drive Family Offices to Relocate
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      Frozen Pensions Are Sitting on Billions. Sponsors Want Access.
      August Surge Offers Relief to Managed Futures Funds — But Not Redemption

      August Surge Offers Relief to Managed Futures Funds — But Not Redemption
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      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
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      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
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      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
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      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
      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
      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
      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”
      Why Grains and Oilseed Options Are Trending Shorter Term

      Why Grains and Oilseed Options Are Trending Shorter Term
      Fireside Chat: Stable Value Strategies, Navigating Uncertainty with Confidence

      Fireside Chat: Stable Value Strategies, Navigating Uncertainty with Confidence
      Private Equity’s Biggest Leap of Faith Isn’t NAV Finance

      Private Equity’s Biggest Leap of Faith Isn’t NAV Finance
      While Corn Yield Expectations Trend Higher, Weather Remains a Key Factor

      While Corn Yield Expectations Trend Higher, Weather Remains a Key Factor
      Why Are Silver and Platinum Outperforming as Portfolio Diversifiers to Gold? 

      Why Are Silver and Platinum Outperforming as Portfolio Diversifiers to Gold? 
      S&P Global Market Intelligence and MarketAxess Collaborate to Enhance Fixed Income Market Transparency and Efficiency

      S&P Global Market Intelligence and MarketAxess Collaborate to Enhance Fixed Income Market Transparency and Efficiency
      How Data-Driven Decisions Are Reshaping the Mortgage Market

      How Data-Driven Decisions Are Reshaping the Mortgage Market
      What Do We Know About Hedge Fund Activity in FX Options?

      What Do We Know About Hedge Fund Activity in FX Options?
      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
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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 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

      SEP 18-19

      Private Credit Forum Toronto

      The Ritz-Carlton, Toronto | Toronto

      SEP 18

      Allocators' Choice Roundtable 2025

      Tavern on the Green | New York

      SEP 18

      8th Annual Allocators' Choice Awards 2025

      Mandarin Oriental | 80 Columbus Circle New York, NY 10023

      OCT 8

      Institutional Investor UAE Summit

      Four Seasons Hotel Al Maryah Island

      OCT 8-10

      European Institute CEO Roundtable 2025

      Four Seasons Hotel Hampshire | Hook

      OCT 14

      2025 Asia Private Market Leaders Forum

      Conrad Hong Kong

      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 18

      Institutional Investor Kuwait Summit

      Arab Fund Building Kuwait

      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

      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
taub.png
Stephen Taub
Premium
A Rough Year for the Stocks Underlying Three Major Hedge Funds
Shares of Och-Ziff, Greenlight Capital Re and Third Point Re are faring worse than the hedge funds operated by the companies they are tied to.
Stephen Taub April 17, 2018
alpha-default.jpg

       Dan Och, Och-Ziff Capital Management Group (Rick Maiman/Bloomberg) The volatile markets have made it hard for many hedge funds to post strong gains this year. In fact, we recently reported that

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