Institutional Investor and Clade Join Forces to Create an Unprecedented Digital Investment Network

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Institutional Investor, the award-winning financial news publisher and industry-leading investment conference company, announced that it has formed an exclusive partnership with Clade, the global fintech platform. The new partnership with Clade uniquely offers unfettered connectivity to all of the players in the global asset management industry.

Institutional Investor was founded over 50 years ago to promote knowledge sharing and collaboration between institutional capital allocators and asset managers. The company’s conferences currently attract over 6,000 of the largest investors annually in a series of in-person events across the globe in Europe, North America and Asia Pacific.

Now, on the Clade platform, this global network will be activated digitally and connected 24/7/365.

Sponsored by CME Group

November 20, 2023

The partnership between Institutional Investor and Clade makes it easy for endowments, foundations, pensions, family offices, insurance companies, and sovereign wealth funds to source, connect with, and proactively diligence potential investments. And on the fund manager side, hedge funds, private equity funds, venture funds, real estate funds, and mutual funds, can now obtain direct access to these coveted allocators facilitating data sharing and the cultivation of new investor relationships. Clade’s two-sided tools connect this community, simplifying both LP and GP workflows, while reducing costs and saving invaluable time for all market participants.

Rip Reeves, the CEO of Institutional Investor said: “We’re very excited in the evolution of opportunities we can create through our new partnership with Clade. The merging of our two models, including their online accessibility and rich data combined with our loyal in-person communities, will dramatically improve how we serve our clients. Together, we are not just forming a partnership, we are forging a new frontier for the asset management industry.”

Jonathan Lipton, CEO of Clade, said “For too long, investors and fundraisers have courted each other awkwardly like kids at a middle-school dance. Our platform solves this muddled mess by providing the industry with connective tissue and industry standardization.” Lipton continued, “we are thrilled to be scaling this infrastructure with Institutional Investor, they interact with LPs and GPs day-in and day-out, so their entire organization appreciates the size and ripeness of the opportunity.”

The alternative investment industry represents $10 trillion in assets under management, yet firms experience numerous pain points. Institutional investors have near unlimited time demands placed on their daily schedule and inboxes, while raising capital as a fund manager can take often years to complete. Moreover, the market scrum relies on an antiquated tech-stack consisting of email, Excel, legacy CRMs, and inconsistent data standards. Enter Clade and Institutional Investor as the first mover in creating a two-sided investment marketplace supported by collaborative work tools. The platform’s suite of software facilitates the ease of investment sourcing, data sharing and diligence execution, and provides benefits from broad secular trends such as networked communities, cloud-based team collaboration, and remote work.

Central to the partnership, Institutional Investor and Clade have also launched the Digital Investment Advisory Board made up of many of the industry’s most senior institutional allocators. The Digital Investment Advisory Board, which is being co-chaired by Cynthia Steer, the Director and Investment Chair of Mission Square Retirement, will represent institutional investors by advocating for technology standardization, increased data transparency, and enhanced investor collaboration amongst their peers

Cynthia Steer, Co-Chairperson of the new Digital Investment Advisory Board, said “When it comes to data and point-to-point market connectivity, our industry has sorely lacked any kind of unified approach. So I’m thrilled to help bring together a band of forward-thinking leaders who want to rally their peers around digital efficiency”. Steer continued, “With Institutional Investor and Clade providing the platform, I am positive that we can move the private capital markets towards the 21st century and engage allocators in the kind of collaboration and partnership which benefits our missions”.

About Institutional Investor

Institutional Investor (II) has been providing a range of unique experiences connecting the asset management community to exclusive events, competitive intelligence, commercial exposure, and peer insights for over 50 years. II is the world’s foremost financial publication and convener of global institutional investors via exclusive memberships, forums, industry benchmarks, and award-winning content. II also offers highly respected thought-leadership products as well as proprietary benchmark rankings and ratings of buy-side and sell-side research, hedge fund activity, and asset and wealth management.

About Clade

Clade is the leading global Fintech company powering two-sided engagement between investors and fundraisers. Clade’s platform helps investors track, diligence, and source investment opportunities, and provides fundraisers with asynchronous marketing tools to reach, engage, and cultivate LPs. The platform links multiple organizations in the market thereby driving direct, networked connectivity and collaboration. Clade’s solutions enable capital allocators and investors to streamline their operations through simplified workflows thereby reducing costs and saving invaluable time. By minimizing friction and eliminating gatekeepers, Clade brings innovation to an industry that has changed very little over the last 50 years. With over 400 institutional allocators (representing +$3.6 trillion) using Clade’s work tools, the company aims to become the de facto place where the global investment industry interacts and transacts.