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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?
      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
      Opinion: How Passive Investing Has Pressured IPOs, Stifled Innovation, and Fueled Manias Like Meme Stocks

      Opinion: How Passive Investing Has Pressured IPOs, Stifled Innovation, and Fueled Manias Like Meme Stocks
      Small Nonprofits Are in Survival Mode: ‘That Fear Is Very Real’

      Small Nonprofits Are in Survival Mode: ‘That Fear Is Very Real’
      The IMF Is Raising the Alarm on Insurance Investments in Private Credit

      The IMF Is Raising the Alarm on Insurance Investments in Private Credit
      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
      Tiger Cubs Pounce: Light Street, D1, Maverick, Viking, and Lone Pine Establish New Positions in Q3

      Tiger Cubs Pounce: Light Street, D1, Maverick, Viking, and Lone Pine Establish New Positions in Q3
      Beliefs, Not Empirical Evidence, Have Driven the Boom in Alternatives, According to New Academic Research

      Beliefs, Not Empirical Evidence, Have Driven the Boom in Alternatives, According to New Academic Research
      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
      Cleveland Clinic Alum Joins Sanford Health as First CIO

      Cleveland Clinic Alum Joins Sanford Health as First CIO
      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
      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
      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
      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.
      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?
      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
      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
      The Historical Benefits of US Private Real Estate

      The Historical Benefits of US Private Real Estate
      Beliefs, Not Empirical Evidence, Have Driven the Boom in Alternatives, According to New Academic Research

      Beliefs, Not Empirical Evidence, Have Driven the Boom in Alternatives, According to New Academic Research
      RTW and Rivals Cash In as Biopharma Roars Back

      RTW and Rivals Cash In as Biopharma Roars Back
      The Problem With VC: It's All Going to AI

      The Problem With VC: It's All Going to AI
      Coatue Joins $2.3 Billion Bet on Hot AI Coding Platform

      Coatue Joins $2.3 Billion Bet on Hot AI Coding Platform
      Investors Should Utilize Defensive Nature of Infrastructure Debt in Trying Times 

      Investors Should Utilize Defensive Nature of Infrastructure Debt in Trying Times 
      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
      Opinion: How Passive Investing Has Pressured IPOs, Stifled Innovation, and Fueled Manias Like Meme Stocks

      Opinion: How Passive Investing Has Pressured IPOs, Stifled Innovation, and Fueled Manias Like Meme Stocks
      Small Nonprofits Are in Survival Mode: ‘That Fear Is Very Real’

      Small Nonprofits Are in Survival Mode: ‘That Fear Is Very Real’
      Maryland Retirement Selects Dianne Sandoval as CIO of $74B Pension

      Maryland Retirement Selects Dianne Sandoval as CIO of $74B Pension
      Facing Losses, Ackman Exits Chipotle and Nike

      Facing Losses, Ackman Exits Chipotle and Nike
      The IMF Is Raising the Alarm on Insurance Investments in Private Credit

      The IMF Is Raising the Alarm on Insurance Investments in Private Credit
  • 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
      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
      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)
      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”
      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
      Active Quant: A Smarter Path Between Active and Passive

      Active Quant: A Smarter Path Between Active and Passive
      Morningstar’s Idzorek Explores a New Paradigm for Allocators

      Morningstar’s Idzorek Explores a New Paradigm for Allocators
      The Five Ds of 2025

      The Five Ds of 2025
      Taking a Selective Approach to European Real Estate

      Taking a Selective Approach to European 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
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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.

      DEC 4

      II Miami Networking Reception

      Casa Neos | Miami

      JAN 8-9

      Senior Delegates Research Summit 2026 (Europe)

      Hôtel Lutetia | Paris

      JAN 20-21

      Institutional Investor UK & Ireland Summit 2026

      Pennyhill Park | Bagshot

      JAN 20-22

      Senior Delegates' Roundtable
      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

      Institutional Investor Italy Summit 2026

      Rome Cavalieri, A Waldorf Astoria Hotel | Rome

      FEB 24-25

      AMI CIO Roundtable 2026

      Pier Sixty-Six Fort Lauderdale, FL | Fort Lauderdale

      MAR 17-18

      Institutional Investor Nordic Summit 2026

      Elite Hotel Marina Tower | Nacka

      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
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Stephen Taub
Premium
The Morning Brief: Court Rules that Lipper Investors Can Sue PwC
Stephen Taub November 11, 2013

Investors can move forward with their fraud lawsuit against PricewaterhouseCoopers for its role in auditing a hedge fund that was eventually shut down and whose portfolio manager was sent to prison, Reuters reports. The 2nd U.S. Circuit Court of Appeals in New York

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