Institutional Investor
@instinvst.bsky.social
For nearly 60 years, Institutional Investor (II) has played an active, leading role in the global investment industry by creating and nurturing a community that influences and shapes the investment markets.
The anticipated influx of retail capital into private assets is unlikely to spur litigation against PE firms, with experts suggesting financial intermediaries may face more legal risks. This reflects the ongoing protection of established firm practices. www.institutionalinvestor.com/article/actu...
Actually, Private Equity Firms Have Little to Fear from Litigation by Retail Investors
The expected flood of retail money into private assets facilitated by the Trump administration probably won’t result in a wave of litigation against private equity firms, according to market experts.
www.institutionalinvestor.com
December 29, 2025 at 2:53 PM
The anticipated influx of retail capital into private assets is unlikely to spur litigation against PE firms, with experts suggesting financial intermediaries may face more legal risks. This reflects the ongoing protection of established firm practices. www.institutionalinvestor.com/article/actu...
U.S. stocks remain at historically high valuations. Despite concerns from asset owners, advisors suggest clients maintain their equity exposure as the S&P 500 has risen over 16% this year. www.institutionalinvestor.com/article/ocio...
OCIOs: U.S. Stocks Are Expensive, But Don’t Trim Yet
U.S. stocks have never been more expensive, nor have. markets been more concentrated. But while asset owners are concerned about valuations and concentration in just a handful of tech stocks, advisors...
www.institutionalinvestor.com
December 29, 2025 at 2:52 PM
U.S. stocks remain at historically high valuations. Despite concerns from asset owners, advisors suggest clients maintain their equity exposure as the S&P 500 has risen over 16% this year. www.institutionalinvestor.com/article/ocio...
Despite U.S. stocks being at their highest valuations ever, financial advisors like Mercer suggest that asset owners should maintain their current equity exposure. The S&P 500 has risen over 16% year-to-date. www.institutionalinvestor.com/article/ocio...
OCIOs: U.S. Stocks Are Expensive, But Don’t Trim Yet
U.S. stocks have never been more expensive, nor have. markets been more concentrated. But while asset owners are concerned about valuations and concentration in just a handful of tech stocks, advisors...
www.institutionalinvestor.com
December 22, 2025 at 7:13 PM
Despite U.S. stocks being at their highest valuations ever, financial advisors like Mercer suggest that asset owners should maintain their current equity exposure. The S&P 500 has risen over 16% year-to-date. www.institutionalinvestor.com/article/ocio...
Market experts suggest that the anticipated influx of retail investment into private equity may not lead to significant litigation risks for firms; the focus is shifting to financial intermediaries instead. www.institutionalinvestor.com/article/actu...
Actually, Private Equity Firms Have Little to Fear from Litigation by Retail Investors
The expected flood of retail money into private assets facilitated by the Trump administration probably won’t result in a wave of litigation against private equity firms, according to market experts.
www.institutionalinvestor.com
December 22, 2025 at 2:29 PM
Market experts suggest that the anticipated influx of retail investment into private equity may not lead to significant litigation risks for firms; the focus is shifting to financial intermediaries instead. www.institutionalinvestor.com/article/actu...
In 2025, seed-stage investing is on track to achieve record levels, with 700 rounds surpassing $10 million each. This surge in funding illustrates a significant shift for investors, particularly in AI-driven ventures.
www.institutionalinvestor.com/article/seed...
www.institutionalinvestor.com/article/seed...
Seed Funding Isn’t Small Anymore: AI Start-Ups Push Rounds to Historic Highs
Seed investing is headed for its best year since 2021, when venture capital investing in the earliest stage of start-ups was at record levels.And 2025 is shaping up to be the biggest year for large se...
www.institutionalinvestor.com
December 22, 2025 at 2:05 PM
In 2025, seed-stage investing is on track to achieve record levels, with 700 rounds surpassing $10 million each. This surge in funding illustrates a significant shift for investors, particularly in AI-driven ventures.
www.institutionalinvestor.com/article/seed...
www.institutionalinvestor.com/article/seed...
New research indicates that many traditional equity funds might reveal hidden crypto exposure, with some ETFs showing up to 18.5% indirect bitcoin exposure. This has implications for institutional investors seeking risk management in volatile markets.
www.institutionalinvestor.com/article/dont...
www.institutionalinvestor.com/article/dont...
Don’t Want Crypto in Your Portfolio? You Might Need to Look Closer at Your Equity Funds.
Investors in traditional equity funds may be exposed to crypto without even knowing it.
www.institutionalinvestor.com
December 19, 2025 at 8:40 PM
New research indicates that many traditional equity funds might reveal hidden crypto exposure, with some ETFs showing up to 18.5% indirect bitcoin exposure. This has implications for institutional investors seeking risk management in volatile markets.
www.institutionalinvestor.com/article/dont...
www.institutionalinvestor.com/article/dont...
Perceptive Capital Solutions Corp., backed by Joseph Edelman's Perceptive Advisors, is merging with Freenome Holdings, a cancer-detection firm, indicating strategic moves by biopharma hedge funds. Highlights persistent interest in healthcare innovation. www.institutionalinvestor.com/article/prem...
Hedge Funds Hope to Cash In on Perceptive Advisors’ SPAC
A virtual Who’s Who of biopharma hedge funds have stakes in a recent merger deal involving a blank-check company sponsored by a major life sciences hedge fund.Perceptive Capital Solutions Corp., a spe...
www.institutionalinvestor.com
December 18, 2025 at 8:21 PM
Perceptive Capital Solutions Corp., backed by Joseph Edelman's Perceptive Advisors, is merging with Freenome Holdings, a cancer-detection firm, indicating strategic moves by biopharma hedge funds. Highlights persistent interest in healthcare innovation. www.institutionalinvestor.com/article/prem...
Despite significant stock surges, including Western Digital's 261% increase, most hedge funds focused on popular AI stocks and missed these opportunities. This trend raises questions for institutional investors about diversification strategies. www.institutionalinvestor.com/article/hedg...
Hedge Funds Miss 2025’s Biggest Stock Surges
At least three stocks more than tripled over the first 11 months of this year, with seven others more than doubling. Unfortunately, most hedge funds missed these huge moves.As hedge fund managers have...
www.institutionalinvestor.com
December 18, 2025 at 3:09 PM
Despite significant stock surges, including Western Digital's 261% increase, most hedge funds focused on popular AI stocks and missed these opportunities. This trend raises questions for institutional investors about diversification strategies. www.institutionalinvestor.com/article/hedg...
Marc Rubinstein discusses the underlying vulnerabilities within modern finance, emphasizing critical areas that could influence market stability and investment strategies. Understanding these fault lines is essential for institutional investors. www.institutionalinvestor.com/article/marc...
December 16, 2025 at 6:57 PM
Marc Rubinstein discusses the underlying vulnerabilities within modern finance, emphasizing critical areas that could influence market stability and investment strategies. Understanding these fault lines is essential for institutional investors. www.institutionalinvestor.com/article/marc...
Al Faisal Holding is diversifying its investment strategy beyond real estate, signaling a shift in focus to alternatives and technology-driven sectors. This evolution aligns with broader trends in the family office sphere. www.institutionalinvestor.com/article/qata...
Qatari Family Office Al Faisal Holding Charts New Course Beyond Real Estate
Al Faisal Holding, one of Qatar’s largest private conglomerates and a family office tied to the ruling Al Thani dynasty, is accelerating efforts to diversify beyond its traditional real estate roots a...
www.institutionalinvestor.com
December 15, 2025 at 1:07 PM
Al Faisal Holding is diversifying its investment strategy beyond real estate, signaling a shift in focus to alternatives and technology-driven sectors. This evolution aligns with broader trends in the family office sphere. www.institutionalinvestor.com/article/qata...
NEPC’s McCusker will take over as President and CEO following Manning’s departure. This leadership transition indicates NEPC’s commitment to maintaining strategic growth and enhancing client services in a dynamic investment environment.v1 www.institutionalinvestor.com/article/nepc...
NEPC’s McCusker to Succeed Manning as President… and CEO (in Due Course)
NEPC’s longtime investment chief Tim McCusker will succeed Michael Manning to lead the $1.7 trillion investment giant — first as president, then as CEO — as part of a multiyear transition plan.
www.institutionalinvestor.com
December 10, 2025 at 4:23 PM
NEPC’s McCusker will take over as President and CEO following Manning’s departure. This leadership transition indicates NEPC’s commitment to maintaining strategic growth and enhancing client services in a dynamic investment environment.v1 www.institutionalinvestor.com/article/nepc...
Norway has surpassed Japan to become the world's largest asset owner, a significant shift reflecting changes in global capital allocation and investment strategies. This development underscores the rising influence of sovereign wealth funds. www.institutionalinvestor.com/article/norw...
December 9, 2025 at 8:59 PM
Norway has surpassed Japan to become the world's largest asset owner, a significant shift reflecting changes in global capital allocation and investment strategies. This development underscores the rising influence of sovereign wealth funds. www.institutionalinvestor.com/article/norw...
J.P. Morgan’s Michael Cembalest highlights significant 'warning signs' in hedge funds, citing increased levels of crowding, concentration, and beta exposure. With hedge funds nearing $5 trillion in assets, critical questions arise regarding strategies. www.institutionalinvestor.com/article/jp-m...
J.P. Morgan’s Michael Cembalest Finds ‘Warning Signs’ in Hedge Funds
Hedge funds are “swimming in the deep end of the pool” this year, according to J.P. Morgan Asset Management’s Michael Cembalest, who pointed out several “warning signs” to consider when looking at the...
www.institutionalinvestor.com
December 9, 2025 at 1:44 PM
J.P. Morgan’s Michael Cembalest highlights significant 'warning signs' in hedge funds, citing increased levels of crowding, concentration, and beta exposure. With hedge funds nearing $5 trillion in assets, critical questions arise regarding strategies. www.institutionalinvestor.com/article/jp-m...
Third Point's performance dipped in November due to a decline in the Magnificent Seven stocks, reflecting broader market pressures on tech-focused investments. The fund adjusts its positioning in response to evolving market conditions. www.institutionalinvestor.com/article/thir...
December 8, 2025 at 6:53 PM
Third Point's performance dipped in November due to a decline in the Magnificent Seven stocks, reflecting broader market pressures on tech-focused investments. The fund adjusts its positioning in response to evolving market conditions. www.institutionalinvestor.com/article/thir...
UBS's latest report reveals a significant increase in billionaire wealth, predominantly driven by US-based individuals. The findings underscore major trends in wealth creation amidst current market conditions. www.institutionalinvestor.com/article/ubs-...
December 8, 2025 at 4:44 PM
UBS's latest report reveals a significant increase in billionaire wealth, predominantly driven by US-based individuals. The findings underscore major trends in wealth creation amidst current market conditions. www.institutionalinvestor.com/article/ubs-...
The necessity of Outsourced Chief Investment Officers (OCIO) for large institutions underlines a strategic pivot in asset management. Embracing OCIO can optimize investment processes and enhance governance, according to pension trustee perspectives. www.institutionalinvestor.com/article/even...
Even the Largest Institutions ‘Should All Be Doing’ Some OCIO, Pension Trustee Says
While the rapid growth of OCIO has made it attractive for many new resource-strapped institutional entrants, many allocators are still not ready to give up control of their portfolios. But outsourcing...
www.institutionalinvestor.com
December 4, 2025 at 5:55 PM
The necessity of Outsourced Chief Investment Officers (OCIO) for large institutions underlines a strategic pivot in asset management. Embracing OCIO can optimize investment processes and enhance governance, according to pension trustee perspectives. www.institutionalinvestor.com/article/even...
Bryn Mawr’s CIO emphasizes the importance of liquidity and agility in navigating market turbulence, reinforcing core principles of risk-aware endowment management. #EndowmentStrategy #LiquidityManagement #MarketVolatility
www.institutionalinvestor.com/article/bryn...
www.institutionalinvestor.com/article/bryn...
Bryn Mawr’s CIO on Liquidity and Navigating Market Turbulence
Many investors are bracing for prolonged market instability and beefing up their cash reserves, including selling off private assets on the secondary markets. But allocators with ample liquidity are t...
www.institutionalinvestor.com
July 8, 2025 at 8:04 PM
Bryn Mawr’s CIO emphasizes the importance of liquidity and agility in navigating market turbulence, reinforcing core principles of risk-aware endowment management. #EndowmentStrategy #LiquidityManagement #MarketVolatility
www.institutionalinvestor.com/article/bryn...
www.institutionalinvestor.com/article/bryn...
MSU CIO Philip Zecher applies a scientific approach to endowment management, integrating data and discipline to drive long-term performance. #EndowmentManagement #InvestmentStrategy #HigherEdFinance @mcelarier.bsky.social
www.institutionalinvestor.com/article/msu-...
www.institutionalinvestor.com/article/msu-...
MSU CIO Philip Zecher’s Scientific Method
Being a dedicated data nerd has turned Philip Zecher into something of a rock star in the college endowment world.When Zecher was named the first in-house chief investment officer at Michigan State Un...
www.institutionalinvestor.com
July 3, 2025 at 2:38 PM
MSU CIO Philip Zecher applies a scientific approach to endowment management, integrating data and discipline to drive long-term performance. #EndowmentManagement #InvestmentStrategy #HigherEdFinance @mcelarier.bsky.social
www.institutionalinvestor.com/article/msu-...
www.institutionalinvestor.com/article/msu-...
Valiant Capital posts standout returns in June, positioning the firm for its strongest annual performance since 2020 amid selective tech-driven gains. #HedgeFunds #Performance #TechInvesting
www.institutionalinvestor.com/article/vali...
www.institutionalinvestor.com/article/vali...
Valiant Delivers Standout June, Poised for Best Year Since 2020
Valiant Capital Partners is on pace to report its best results in five years after posting another large gain in June.The Tiger Grandcub’s liquid portfolio surged 7.29 percent in June and nearly 28 pe...
www.institutionalinvestor.com
July 3, 2025 at 2:06 PM
Valiant Capital posts standout returns in June, positioning the firm for its strongest annual performance since 2020 amid selective tech-driven gains. #HedgeFunds #Performance #TechInvesting
www.institutionalinvestor.com/article/vali...
www.institutionalinvestor.com/article/vali...
Ford Foundation appoints Yale Law School Dean Heather Gerken as its next president, marking a significant leadership transition at one of the world’s largest philanthropic institutions. #Philanthropy #Leadership #FordFoundation
www.institutionalinvestor.com/article/ford...
www.institutionalinvestor.com/article/ford...
Ford Selects Yale Law School Dean to Head Foundation
The Ford Foundation has selected an Ivy League lawyer with experience in litigation and expertise in constitutional law and democracy to head up the New York-based charitable organization, including o...
www.institutionalinvestor.com
July 1, 2025 at 8:00 PM
Ford Foundation appoints Yale Law School Dean Heather Gerken as its next president, marking a significant leadership transition at one of the world’s largest philanthropic institutions. #Philanthropy #Leadership #FordFoundation
www.institutionalinvestor.com/article/ford...
www.institutionalinvestor.com/article/ford...
The so-called “revenge tax” is set to be removed from the U.S. tax bill following a G7 agreement brokered by Dawn Fitzpatrick’s deputy, Colin Bessent. A pivotal moment in global tax negotiations. #TaxPolicy #G7 #CrossBorderInvestment
www.institutionalinvestor.com/article/reve...
www.institutionalinvestor.com/article/reve...
‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal
Capping off a big week for U.S. tax reform, Treasury Secretary Scott Bessent has requested that Section 899 be removed from the One Big Beautiful Bill Act.On X, Bessent said he had concluded discussio...
www.institutionalinvestor.com
June 27, 2025 at 9:00 PM
The so-called “revenge tax” is set to be removed from the U.S. tax bill following a G7 agreement brokered by Dawn Fitzpatrick’s deputy, Colin Bessent. A pivotal moment in global tax negotiations. #TaxPolicy #G7 #CrossBorderInvestment
www.institutionalinvestor.com/article/reve...
www.institutionalinvestor.com/article/reve...
Surging demand for compute power, driven by AI and cloud expansion, could ignite the next commodity supercycle—transforming how investors view energy and raw materials. #ComputeDemand #CommodityMarkets #AIInfrastructure
www.institutionalinvestor.com/article/insa...
www.institutionalinvestor.com/article/insa...
The Insatiable Search for Compute Power Could Drive Another Commodity Boom
Commodities could make a comeback in institutional portfolios over the next five years as more money flows into artificial intelligence and energy infrastructure, with some investors arguing the asset...
www.institutionalinvestor.com
June 27, 2025 at 5:33 PM
Surging demand for compute power, driven by AI and cloud expansion, could ignite the next commodity supercycle—transforming how investors view energy and raw materials. #ComputeDemand #CommodityMarkets #AIInfrastructure
www.institutionalinvestor.com/article/insa...
www.institutionalinvestor.com/article/insa...
Middle-market private equity firms are optimistic about a dealmaking rebound in 2026, anticipating improved conditions and renewed investor appetite. #PrivateEquity #MiddleMarket #DealFlow
www.institutionalinvestor.com/article/midd...
www.institutionalinvestor.com/article/midd...
www.institutionalinvestor.com
June 24, 2025 at 3:54 PM
Middle-market private equity firms are optimistic about a dealmaking rebound in 2026, anticipating improved conditions and renewed investor appetite. #PrivateEquity #MiddleMarket #DealFlow
www.institutionalinvestor.com/article/midd...
www.institutionalinvestor.com/article/midd...
A Schroders survey finds that half of U.S. investors anticipate more market volatility ahead—potentially exceeding levels seen during the 2008 crisis. #MarketVolatility #InvestorSentiment #EconomicOutlook
www.institutionalinvestor.com/article/schr...
www.institutionalinvestor.com/article/schr...
Schroders: Half of U.S. Investors Expect Greater Vol than 2008
Almost half of institutional investors in North America expect volatility to be greater in the next 12 months than it was during the global financial crisis. That stunning statistic was part of the da...
www.institutionalinvestor.com
June 23, 2025 at 2:51 PM
A Schroders survey finds that half of U.S. investors anticipate more market volatility ahead—potentially exceeding levels seen during the 2008 crisis. #MarketVolatility #InvestorSentiment #EconomicOutlook
www.institutionalinvestor.com/article/schr...
www.institutionalinvestor.com/article/schr...
Mitch Sosin’s concentrated bet on four stocks—anchored by Carvana—yields a 41% return, showcasing the power of high-conviction investing. #HedgeFunds #StockPicking #HighConviction
www.institutionalinvestor.com/article/four...
www.institutionalinvestor.com/article/four...
Four Stocks, One Big Bet: Sosin’s Carvana Call Delivers 41% Return
Sosin Partners, the concentrated hedge fund headed by Howard Sosin, is up more than 41 percent for the year after nearly quadrupling its performance in May. The hedge fund owns just four stocks, and m...
www.institutionalinvestor.com
June 20, 2025 at 12:46 PM
Mitch Sosin’s concentrated bet on four stocks—anchored by Carvana—yields a 41% return, showcasing the power of high-conviction investing. #HedgeFunds #StockPicking #HighConviction
www.institutionalinvestor.com/article/four...
www.institutionalinvestor.com/article/four...