The Essential

A BDC Watchlist Finds $5.7 Billion in Portfolio Loans ‘At-Risk’

The fair value of these loans declined by 17 percent during the first quarter, according to 9fin.

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Expanding Global Opportunities Beyond US Portfolios


As concentration risk and policy divergence reshape markets, institutional investors are reevaluating international allocations. Explore the case for global investing, emerging market opportunities and portfolio strategies designed for a changing investment landscape.

Asset Managers Are Doubling Down on AI, But Data Quality is Emerging as the Real Differentiator

A new survey from Clearwater shows spending continues to rise, but “the firms generating the strongest outcomes are not the ones spending the most on AI, but the ones building on data they can trust.”

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Podcast- Back to the Future of Direct Lending: The Alpha Edge in the Traditional Middle Market

Despite Software Making a Comeback, Investors Still Struggle With Valuations

SaaS VC deals are on the rebound, but they’re nowhere near their pre-AI peak. “If you look at 2020, 2021 vintages, the returns are really concerning.”

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City and County of San Francisco

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Columbia University

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Mercer

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