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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.

      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
      U.K. Managers Position Themselves as the Perfect Counterweight to U.S. Domestic Bias

      U.K. Managers Position Themselves as the Perfect Counterweight to U.S. Domestic Bias
      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?
      Open Architecture and Next-Gen Technology Help Support Model Delivery

      Open Architecture and Next-Gen Technology Help Support Model Delivery
      Large Universities Like Michigan Benefited from Early Bets on AI, Crypto

      Large Universities Like Michigan Benefited from Early Bets on AI, Crypto
      Fuel Cells, Telecom Shorts Power Strong September Gains for Seligman

      Fuel Cells, Telecom Shorts Power Strong September Gains for Seligman
      Why Rich Nuzum Pivoted Away From the Institutional World

      Why Rich Nuzum Pivoted Away From the Institutional World
      Hedge Funds Rekindle Appetite for Tech VC

      Hedge Funds Rekindle Appetite for Tech VC
      Navigating the Multifamily Market Cycle: WDIP’s Strategic Approach to Emerging Opportunities

      Navigating the Multifamily Market Cycle: WDIP’s Strategic Approach to Emerging Opportunities
      Tiger Grandcub Light Street Fires Up Third VC Fund Amid Tech Rebound

      Tiger Grandcub Light Street Fires Up Third VC Fund Amid Tech Rebound
      A Short Seller’s AI Exercise Paints a Dire Picture of Private Equity

      A Short Seller’s AI Exercise Paints a Dire Picture of Private Equity
      What Sustainable Investors Got Wrong — And Why It Is Still the Future of Finance

      What Sustainable Investors Got Wrong — And Why It Is Still the Future of Finance
      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
      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
      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
      Citi Wealth's Family Office Head to Depart

      Citi Wealth's Family Office Head to Depart
      Electron Capital’s Energy Strategy Keeps Winning — Even Through a Change at the Top

      Electron Capital’s Energy Strategy Keeps Winning — Even Through a Change at the Top
      Podcast- Capturing Alpha: A Bridge Between Quantitative and Fundamental Disciplines

      Podcast- Capturing Alpha: A Bridge Between Quantitative and Fundamental Disciplines
      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?
      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
      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
      Texas vs. BlackRock Could Have Implications Beyond ESG

      Texas vs. BlackRock Could Have Implications Beyond ESG
      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?
      Why Families Need to Plan for Death While Still Alive

      Why Families Need to Plan for Death While Still Alive
      Building a Championship Investment Roster

      Building a Championship Investment Roster
      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.
      How Short Sellers Are Surviving a Crazy Bull Market — While Waiting for It to End

      How Short Sellers Are Surviving a Crazy Bull Market — While Waiting for It to End
      Navigating the Multifamily Market Cycle: WDIP’s Strategic Approach to Emerging Opportunities

      Navigating the Multifamily Market Cycle: WDIP’s Strategic Approach to Emerging Opportunities
      NEPC Foresees a Decade of Disruption for DC Plans

      NEPC Foresees a Decade of Disruption for DC Plans
      After Whipsaw Losses, Trend-Followers Catch a Break

      After Whipsaw Losses, Trend-Followers Catch a Break
      Light Street’s October Gain Puts the Fund Above Its High-Water Mark

      Light Street’s October Gain Puts the Fund Above Its High-Water Mark
      Will Private Equity’s ‘Window of Opportunity’ Last?

      Will Private Equity’s ‘Window of Opportunity’ Last?
      Greenlight’s October Rebound Fails to Close Gap With S&P

      Greenlight’s October Rebound Fails to Close Gap With S&P
      The Debate Over Private Credit Returns Is Just Heating Up

      The Debate Over Private Credit Returns Is Just Heating Up
      Large Universities Like Michigan Benefited from Early Bets on AI, Crypto

      Large Universities Like Michigan Benefited from Early Bets on AI, Crypto
      Fuel Cells, Telecom Shorts Power Strong September Gains for Seligman

      Fuel Cells, Telecom Shorts Power Strong September Gains for Seligman
      Lone Pine Bets on Etsy

      Lone Pine Bets on Etsy
      Strong Markets Lifted Ivy League Returns, But PE Keeps Dragging Them Down

      Strong Markets Lifted Ivy League Returns, But PE Keeps Dragging Them Down
      Susan Ridlen is ‘Not Leaving the Institutional World’ Despite Leaving Eli Lilly

      Susan Ridlen is ‘Not Leaving the Institutional World’ Despite Leaving Eli Lilly
      Will Private Equity’s ‘Window of Opportunity’ Last?

      Will Private Equity’s ‘Window of Opportunity’ Last?
      Citi Wealth's Family Office Head to Depart

      Citi Wealth's Family Office Head to Depart
      These Hedge Funds Benefit From Kenvue Deal

      These Hedge Funds Benefit From Kenvue Deal
      Why Families Need to Plan for Death While Still Alive

      Why Families Need to Plan for Death While Still Alive
      Building a Championship Investment Roster

      Building a Championship Investment Roster
      Navan Eyes $750M IPO Despite Shutdown, Coatue Among Backers

      Navan Eyes $750M IPO Despite Shutdown, Coatue Among Backers
      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.
  • 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
      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”
      CIO Lens Q4 2025: Seeking Resilience as Clouds Form

      CIO Lens Q4 2025: Seeking Resilience as Clouds Form
      Fireside Chat: Why We’re Bullish About Asset-Based Private Credit

      Fireside Chat: Why We’re Bullish About Asset-Based Private Credit
      The Shifting Value Dynamics Between Winter Wheats

      The Shifting Value Dynamics Between Winter Wheats
      Navigating the Multifamily Market Cycle: WDIP’s Strategic Approach to Emerging Opportunities

      Navigating the Multifamily Market Cycle: WDIP’s Strategic Approach to Emerging Opportunities
      Is the Market Really Sure About Its Direction?

      Is the Market Really Sure About Its Direction?
      Podcast- Capturing Alpha: A Bridge Between Quantitative and Fundamental Disciplines

      Podcast- Capturing Alpha: A Bridge Between Quantitative and Fundamental Disciplines
      Seeking Resilience in Gravity-defying Stock Markets

      Seeking Resilience in Gravity-defying Stock Markets
      How Fed Policy Can Impact Corporate Bond Spreads

      How Fed Policy Can Impact Corporate Bond Spreads
      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.

      NOV 11-12

      2025 TraderForum Equity Trading Summit

      Loews Coral Gables Hotel | Coral Gables

      NOV 11

      II London Networking Reception
      NOV 12-13

      2025 TraderForum LatAm Conference

      Loews Coral Gables Hotel | Coral Gables

      NOV 18-19

      2025 Financial Technology Forum Fall Workshop

      The Langham, Boston | Boston

      NOV 18

      Institutional Investor Kuwait Summit

      The St Regis Hotel | Kuwait City

      NOV 18-19

      Private Credit Forum Texas

      Omni Austin Hotel Downtown | Austin

      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

      JAN 20-21

      Institutional Investor UK & Ireland Summit 2026

      Pennyhill Park | Bagshot

      FEB 2-4

      Endowments & Foundations Roundtable West 2026
      APR 21

      Institutional Investor Saudi Arabia Forum 2026

      Four Seasons Kingdom Centre

      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
  • About Us
Imogen Rose-Smith
VIDEO: Ari Bergmann of Penso on the Danger of Fat-Tail Funds
Ari Bergmann, founder and managing principal of Penso Advisors, explains why so-called fat-tail funds may in fact precipitate the very problems they are supposed to insure against.
Imogen Rose-Smith April 19, 2012
ari-bergmann.jpg

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