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Connecting asset managers and asset allocators
for nearly 60 years

Insight, intelligence and opinions from today’s best
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Industry Insights

More Deals May Be in the Works as Wilshire Names New CEO

Jason Schwarz, the current president and deputy CEO, succeeds Andy Stewart as the private equity-backed firm pursues growth.

James Comtois
Funding Continues to Slip Away From Start-Ups

Stephen Taub
PREMIUM
Global Payments, Other Big Bets Batter Glenview

Stephen Taub
Even the Savviest Investors Have a Stunning ‘Lack of Conviction’

John Crabb
SPONSORED
Model Portfolios to Deliver Alternative Asset Exposure

Sponsored by BlackRock

Market Intelligence

Research

Valuations Have Dropped, but Not Enough to be “Cheap”

NDR’s latest analysis shows that despite recent market selloffs, investors should be cautious of “buying the dip”, as valuations remain stretched.
Data & Analysis

Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

This installment explores insights taken from our CHRO Roundtable, where HR professionals revealed what defines exceptional leadership.
Insights

Bear Market Warning Signals Begin to Emerge

NDR’s Bear Market Watch Report utilizes ten different indicators to flag potential downturns – two are already flashing.
Data & Analysis

Allocators and Asset Managers Tell Us What Concerns Them Most

Survey reveals allocation trends, innovations, and key concerns of top investors.
SPONSORED
II Communities on iShares Russell ETFs

Sponsored by iShares by BlackRock
SPONSORED
Maximizing Impact: The Role of TAMP Selection in Effective Investment Distribution

The marketplace is rich with a wealth of platform options for advisors, and the right TAMP selection can set firms apart.

Sponsored by BlackRock

EVENTS

Public Funds Roundtable 2025

Apr

28-30
European Multi-Family Office Symposium, London 2025

May

7
Global West Government Funds Roundtable 2025

May

8-9
11th Annual Redefining Fixed Income Forum

May

13
2025 East Coast Family Office Wealth Conference

May

13-15
2025 Asia Single Family Office Roundtable

May

14
Private Credit Forum - Chicago 2025

May

14
2025 ASEAN Global Investment Forum

May

15

FEATURED EVENTS

Global West Government Funds Roundtable 2025

May 8-9, 2025 | The Landmark, London | London

11th Annual Redefining Fixed Income Forum

May 13, 2025 | Four Seasons Chicago | Chicago

Private Credit Forum - Chicago 2025

May 14, 2025 | Four Seasons Chicago | Chicago

2025 Asia Single Family Office Roundtable

May 14, 2025 | Four Seasons Hotel Singapore

FEATURED ARTICLES

Upheaval “Will Create Compelling Investment Opportunities” — But That Time Is Not Now

Electron Global is not leaning into volatility — like many hedge funds — and is cutting back on its stocks and AI bets.

Stephen Taub April 29, 2025

JPMorgan’s Paul Zummo: The Hedge Funds That Are Weathering Market Turmoil

A portfolio with strategies like relative value and discretionary macro “tends to benefit from a heightened volatility regime so long as volatility doesn’t increase to extreme levels.”

John Crabb April 29, 2025

Institutional Investors Wield Enormous Influence Over Trade Policy — Even if Indirect

“U.S. public pension funds are not merely passive observers of trade policy but are among the largest and most globally influential capital providers.”

James Comtois April 29, 2025

Podcast: Exploring Options and Options-based Investing Strategies

Sponsored by Fidelity Investments April 3, 2025

UPCOMING EVENTS

Explore our upcoming events to stay ahead in the investment industry. Join us for exclusive forums, symposiums, and roundtables where leading experts and professionals gather to discuss the latest trends and strategies.

Exclusive Forums: Engage with top professionals and experts.
Symposiums: Gain insights into the latest industry trends.
Roundtables: Discuss strategies and network with peers.
Networking Opportunities: Connect with industry leaders.

Whether you're looking to network, gain insights, or stay informed, our events ofer valuable opportunities to connect with peers and industry leaders.