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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.

      The Five Ds of 2025

      The Five Ds of 2025
      Flow of Capital Into Japan Shows Industry Reform Is Working

      Flow of Capital Into Japan Shows Industry Reform Is Working
      CIO Lens Q4 2025: Seeking Resilience as Clouds Form

      CIO Lens Q4 2025: Seeking Resilience as Clouds Form
      Will Private Equity’s ‘Window of Opportunity’ Last?

      Will Private Equity’s ‘Window of Opportunity’ Last?
      The Shifting Value Dynamics Between Winter Wheats

      The Shifting Value Dynamics Between Winter Wheats
      European Managers Say They Will Continue to Tap Institutional Opportunities in the U.S.

      European Managers Say They Will Continue to Tap Institutional Opportunities in the U.S.
      International Families Are Increasing U.S. Exposure Despite Policy Shifts

      International Families Are Increasing U.S. Exposure Despite Policy Shifts
      Navigating the Multifamily Market Cycle: WDIP’s Strategic Approach to Emerging Opportunities

      Navigating the Multifamily Market Cycle: WDIP’s Strategic Approach to Emerging Opportunities
      Podcast- Managed Futures: Systematically Following the Trend Until it Bends

      Podcast- Managed Futures: Systematically Following the Trend Until it Bends
      Podcast- Capturing Alpha: A Bridge Between Quantitative and Fundamental Disciplines

      Podcast- Capturing Alpha: A Bridge Between Quantitative and Fundamental Disciplines
      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?
      When Your Analyst Falls for an AI: A Leadership Challenge No One Saw Coming

      When Your Analyst Falls for an AI: A Leadership Challenge No One Saw Coming
      J.P. Morgan’s Michael Cembalest Finds ‘Warning Signs’ in Hedge Funds

      J.P. Morgan’s Michael Cembalest Finds ‘Warning Signs’ in Hedge Funds
      Renaissance’s Public Funds Stage Double-Digit Comeback in November

      Renaissance’s Public Funds Stage Double-Digit Comeback in November
      Private Credit’s Next Phase: Finding Opportunity in a Maturing Market

      Private Credit’s Next Phase: Finding Opportunity in a Maturing Market
      UBS’ Billionaire Report Shows Surge in New Wealth Is Largely U.S. Based

      UBS’ Billionaire Report Shows Surge in New Wealth Is Largely U.S. Based
      Private Equity Fundraising Remains Glum, Four Years On

      Private Equity Fundraising Remains Glum, Four Years On
      RA Capital Doubles Down on Private Deals as Year-End Frenzy Builds

      RA Capital Doubles Down on Private Deals as Year-End Frenzy Builds
      Even the Largest Institutions ‘Should All Be Doing’ Some OCIO, Pension Trustee Says

      Even the Largest Institutions ‘Should All Be Doing’ Some OCIO, Pension Trustee Says
      Nature Conservancy Taps Arizona State’s Jeff Mindlin as CIO

      Nature Conservancy Taps Arizona State’s Jeff Mindlin as CIO
      Podcast- Managed Futures: Systematically Following the Trend Until it Bends

      Podcast- Managed Futures: Systematically Following the Trend Until it Bends
      Podcast- Capturing Alpha: A Bridge Between Quantitative and Fundamental Disciplines

      Podcast- Capturing Alpha: A Bridge Between Quantitative and Fundamental Disciplines
      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
      Nature Conservancy Taps Arizona State’s Jeff Mindlin as CIO

      Nature Conservancy Taps Arizona State’s Jeff Mindlin as CIO
      Crypto Is the Secret Sauce University Endowments Don’t Want to Talk About

      Crypto Is the Secret Sauce University Endowments Don’t Want to Talk About
      Maryland Retirement Selects Dianne Sandoval as CIO of $74B Pension

      Maryland Retirement Selects Dianne Sandoval as CIO of $74B Pension
      Podcast- Managed Futures: Systematically Following the Trend Until it Bends

      Podcast- Managed Futures: Systematically Following the Trend Until it Bends
      Fiduciary Trust International Appoints New CEO

      Fiduciary Trust International Appoints New CEO
      Taking a Selective Approach to European Real Estate

      Taking a Selective Approach to European Real Estate
      Will Short Seller Andrew Left’s Latest Gambit to Prove His Innocence Work?

      Will Short Seller Andrew Left’s Latest Gambit to Prove His Innocence Work?
      Susan Ridlen is ‘Not Leaving the Institutional World’ Despite Leaving Eli Lilly

      Susan Ridlen is ‘Not Leaving the Institutional World’ Despite Leaving Eli Lilly
      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
      Hedge Funds Cash in on Rare IPO

      Hedge Funds Cash in on Rare IPO
      Third Point Goes Outside U.S. for Newest AI Play

      Third Point Goes Outside U.S. for Newest AI Play
      Navan Eyes $750M IPO Despite Shutdown, Coatue Among Backers

      Navan Eyes $750M IPO Despite Shutdown, Coatue Among Backers
      Lone Pine Bets on Etsy

      Lone Pine Bets on Etsy
      Tiger Grandcub Light Street Fires Up Third VC Fund Amid Tech Rebound

      Tiger Grandcub Light Street Fires Up Third VC Fund Amid Tech Rebound
      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
      Third Point Inches Lower in November as Magnificent Seven Stumble

      Third Point Inches Lower in November as Magnificent Seven Stumble
      FTC Enforcement of Clayton Act Could Be ‘Trap’ For Family Offices

      FTC Enforcement of Clayton Act Could Be ‘Trap’ For Family Offices
      The IMF Is Raising the Alarm on Insurance Investments in Private Credit

      The IMF Is Raising the Alarm on Insurance Investments in Private Credit
      Stan Druckenmiller Overhauls His Family Office’s U.S. Stock Portfolio

      Stan Druckenmiller Overhauls His Family Office’s U.S. Stock Portfolio
      Private Equity Firms Could Face More Litigation as They Push into Retail 

      Private Equity Firms Could Face More Litigation as They Push into Retail 
      Active Quant: A Smarter Path Between Active and Passive

      Active Quant: A Smarter Path Between Active and Passive
      Jericho, Whale Rock, Coatue and Other Hedge Funds Embrace Alphabet

      Jericho, Whale Rock, Coatue and Other Hedge Funds Embrace Alphabet
      PBGC Says It’s Not Obligated to Guarantee Annuities After PRT. This Law Firm Disagrees.

      PBGC Says It’s Not Obligated to Guarantee Annuities After PRT. This Law Firm Disagrees.
      J.P. Morgan’s Michael Cembalest Finds ‘Warning Signs’ in Hedge Funds

      J.P. Morgan’s Michael Cembalest Finds ‘Warning Signs’ in Hedge Funds
      Renaissance’s Public Funds Stage Double-Digit Comeback in November

      Renaissance’s Public Funds Stage Double-Digit Comeback in November
      Norway Tops Japan as World’s Largest Asset Owner

      Norway Tops Japan as World’s Largest Asset Owner
      UBS’ Billionaire Report Shows Surge in New Wealth Is Largely U.S. Based

      UBS’ Billionaire Report Shows Surge in New Wealth Is Largely U.S. Based
      How ETFs Can Ease the Complexity of Duration Management

      How ETFs Can Ease the Complexity of Duration Management
      QMS Diversified Global Macro Defied the CTA Trend

      QMS Diversified Global Macro Defied the CTA Trend
      The IMF Is Raising the Alarm on Insurance Investments in Private Credit

      The IMF Is Raising the Alarm on Insurance Investments in Private Credit
      Growth of Endowments and Foundations Set to Outpace Corporate DB Plans by 2026

      Growth of Endowments and Foundations Set to Outpace Corporate DB Plans by 2026
      When Your Analyst Falls for an AI: A Leadership Challenge No One Saw Coming

      When Your Analyst Falls for an AI: A Leadership Challenge No One Saw Coming
      Ex-TCI Partner Edgar Allen’s High Ground Racks Up Record Year

      Ex-TCI Partner Edgar Allen’s High Ground Racks Up Record Year
      Renaissance’s Public Funds Stage Double-Digit Comeback in November

      Renaissance’s Public Funds Stage Double-Digit Comeback in November
      Private Credit’s Next Phase: Finding Opportunity in a Maturing Market

      Private Credit’s Next Phase: Finding Opportunity in a Maturing Market
      NYC Pension’s Steven Meier Joins Neuberger

      NYC Pension’s Steven Meier Joins Neuberger
      Third Point Inches Lower in November as Magnificent Seven Stumble

      Third Point Inches Lower in November as Magnificent Seven Stumble
      FTC Enforcement of Clayton Act Could Be ‘Trap’ For Family Offices

      FTC Enforcement of Clayton Act Could Be ‘Trap’ For Family Offices
      Private Equity Fundraising Remains Glum, Four Years On

      Private Equity Fundraising Remains Glum, Four Years On
  • Market Intelligence
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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
      Building a Championship Investment Roster

      Building a Championship Investment Roster
      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
      Championing Inclusion and Insight in Private Equity: Peter Juhl Nielsen, Director – Private Equity, Industriens Pension

      Championing Inclusion and Insight in Private Equity: Peter Juhl Nielsen, Director – Private Equity, Industriens Pension
      Influencer of the Year Recognition - Alessandro Greppi, Head of Unit Linked & Pension Funds Portfolio Manager, Zurich Investments Life, Italy

      Influencer of the Year Recognition - Alessandro Greppi, Head of Unit Linked & Pension Funds Portfolio Manager, Zurich Investments Life, Italy
      Next Generation Allocator Award: Juli Avlokhashvili, Pension Fund of Georgia

      Next Generation Allocator Award: Juli Avlokhashvili, Pension Fund of Georgia
      Engagement and Stewardship Champion: LD Fonde’s Active Ownership Sets a High Bar

      Engagement and Stewardship Champion: LD Fonde’s Active Ownership Sets a High Bar
      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
      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”
      Private Credit’s Next Phase: Finding Opportunity in a Maturing Market

      Private Credit’s Next Phase: Finding Opportunity in a Maturing Market
      Fireside Chat- Building Blocks: How Institutions Can Win With ETFs

      Fireside Chat- Building Blocks: How Institutions Can Win With ETFs
      Outlook 2026: Take an Active Approach to Valuation Risk and Seek Opportunities to Diversify

      Outlook 2026: Take an Active Approach to Valuation Risk and Seek Opportunities to Diversify
      The Investment Landscape of Data Centers: Opportunities for Investors

      The Investment Landscape of Data Centers: Opportunities for Investors
      How ETFs Can Ease the Complexity of Duration Management

      How ETFs Can Ease the Complexity of Duration Management
      Podcast- Managed Futures: Systematically Following the Trend Until it Bends

      Podcast- Managed Futures: Systematically Following the Trend Until it Bends
      From Chaos to Clarity: Solving Your Daily Data Challenges

      From Chaos to Clarity: Solving Your Daily Data Challenges
      The Historical Benefits of US Private Real Estate

      The Historical Benefits of US Private Real Estate
      The 2026 Insurance Investment Outsourcing Report Goes to Washington

      The 2026 Insurance Investment Outsourcing Report Goes to Washington
      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
      • All 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.

      JAN 8-9

      Senior Delegates Research Summit 2026 (Europe)

      Mandarin Oriental Lutetia, Paris

      JAN 20-21

      Institutional Investor UK & Ireland Summit 2026

      Pennyhill Park

      JAN 20-22

      Senior Delegates' Roundtable

      The St. Regis Aspen Resort

      JAN 22

      19th Annual DC Institute New York Summit

      Harvard Club of New York City | New York

      FEB 2-4

      Endowments & Foundations Roundtable West 2026

      Fairmont Scottsdale Princess | Scottsdale, Arizona

      FEB 5

      2026 Italy Summit EIII/EAII
      FEB 24-25

      AMI CIO Roundtable 2026

      Pier Sixty-Six Fort Lauderdale, FL | Fort Lauderdale

      FEB 24-25

      2026 FTF Winter Workshop & Automating Alpha

      Pier Sixty-Six | Fort Lauderdale, FL

      MAR 17-18

      Institutional Investor Nordic Summit 2026

      Elite Hotel Marina Tower

      APR 21

      Institutional Investor Saudi Arabia Forum 2026

      Four Seasons Hotel Riyadh - Kingdom Tower

      APR 23

      2026 Middle East Family Office Symposium

      Fairmont The Palm

      APR 29

      2026 Greater China Global Investment Forum

      Four Seasons Hotel Hong Kong

      MAY 20

      2026 Asia Single Family Office Roundtable
      MAY 21

      2026 ASEAN Global Investment Forum
      JUN 11-12

      2026 Asia TraderForum Annual Meeting and Equity Trading Summit

      Four Seasons Hotel Hong Kong | Hong Kong

  • About Us
TS&W/Claymore To Become Open-End MF
Close-ended balanced mutual fund firm TS&W/Claymore Tax-Advantaged Balanced Fund is reorganizing into an open-end mutual fund.
August 15, 2011

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