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.
New research from British Columbia Investment Management Corp. indicates that purposeful ESG integration can drive a double-digit increase in net asset value for private equity portfolios, which may redefine value creation strategies for asset managers. www.institutionalinvestor.com/article/esg-...
ESG Done Right Can Give PE Portfolios Double-Digit Boosts
Is ESG just a marketing label, or a legitimate engine for generating long-term value? While some experts have argued that ESG investing is largely driven by herd mentality and often amounts to little ...
www.institutionalinvestor.com
January 9, 2026 at 9:00 PM
New research from British Columbia Investment Management Corp. indicates that purposeful ESG integration can drive a double-digit increase in net asset value for private equity portfolios, which may redefine value creation strategies for asset managers. www.institutionalinvestor.com/article/esg-...
Bill Ackman’s Pershing Square Holdings reported a 20.9% gain in 2025, driven by AI and political events. This performance reflects key trends that institutional allocators may need to consider in their strategic planning. www.institutionalinvestor.com/article/bill...
Bill Ackman’s Big Year Came from AI, Trump — And an Insurance Play
Bill Ackman’s Pershing Square Holdings hedge fund ended 2025 with a 20.9 percent gain, even after losing money during the fourth quarter. It was the fourth time since 2020 that the fund has managed to...
www.institutionalinvestor.com
January 9, 2026 at 4:41 PM
Bill Ackman’s Pershing Square Holdings reported a 20.9% gain in 2025, driven by AI and political events. This performance reflects key trends that institutional allocators may need to consider in their strategic planning. www.institutionalinvestor.com/article/bill...
Seawolf Capital's aggressive investment strategy yielded a 44% gain in 2025, as principals deployed more leverage than ever, indicating a growing risk appetite among asset managers amid favorable fiscal conditions.
www.institutionalinvestor.com/article/prec...
www.institutionalinvestor.com/article/prec...
The ‘Precarious’ Risk-On Strategy That Drove Seawolf’s Outperformance
Seawolf Capital decided to “roll the dice” and invest aggressively last year, which led to a 44 percent gain in its portfolio of publicly traded equities.Seawolf principals Danny Moses, Vincent Daniel...
www.institutionalinvestor.com
January 8, 2026 at 7:36 PM
Seawolf Capital's aggressive investment strategy yielded a 44% gain in 2025, as principals deployed more leverage than ever, indicating a growing risk appetite among asset managers amid favorable fiscal conditions.
www.institutionalinvestor.com/article/prec...
www.institutionalinvestor.com/article/prec...
Research shows that the rapid growth of institutional ESG investments, particularly stocks, is driven more by reputational concerns and fund flows rather than genuine impact intentions. Raising questions about the effectiveness of ESG strategies. www.institutionalinvestor.com/article/was-...
Was the ESG Investment Boom 'Impact-Washing?'
While institutional appetite for ESG investments — stocks in particular — has soared over the past decade, new research finds that the increased demand has less to do with a desire for social and envi...
www.institutionalinvestor.com
January 8, 2026 at 7:32 PM
Research shows that the rapid growth of institutional ESG investments, particularly stocks, is driven more by reputational concerns and fund flows rather than genuine impact intentions. Raising questions about the effectiveness of ESG strategies. www.institutionalinvestor.com/article/was-...
Jericho Capital’s flagship hedge fund achieved a gross increase of 49.3% in 2025, capping a three-year performance milestone. This trend challenges asset managers to reassess their strategies. www.institutionalinvestor.com/article/prem...
Jericho’s Three-Year Hot Streak Shows No Signs of Cooling
Jericho Capital Asset Management posted another strong year of gains, capping a remarkable three-year run.The long-short hedge fund firm headed by Josh Resnick reported a 49.3 percent gross increase i...
www.institutionalinvestor.com
January 7, 2026 at 6:02 PM
Jericho Capital’s flagship hedge fund achieved a gross increase of 49.3% in 2025, capping a three-year performance milestone. This trend challenges asset managers to reassess their strategies. www.institutionalinvestor.com/article/prem...
Evergreen funds now possess nearly $500 billion in assets, doubling since 2022, yet face risks of liquidity mismatch, as exemplified by the Bluerock fund's 40% discount to NAV, impacting investor confidence. www.institutionalinvestor.com/article/are-...
Are Evergreen Funds Too Good to be True?
The popularity of evergreen fund structures, which offer private market investment options with periodic liquidity and lower fees than traditional funds, has been surging in recent years. According to...
www.institutionalinvestor.com
January 7, 2026 at 2:26 PM
Evergreen funds now possess nearly $500 billion in assets, doubling since 2022, yet face risks of liquidity mismatch, as exemplified by the Bluerock fund's 40% discount to NAV, impacting investor confidence. www.institutionalinvestor.com/article/are-...
Light Street Capital Management achieved a 37.9% gain in 2025, despite reducing semiconductor exposure in Q4. This performance reflects a strategic pivot relevant to hedge fund managers. www.institutionalinvestor.com/article/prem...
Light Street Caps Big Year After Dialing Back Chip Bets
Light Street Capital Management closed out 2025 on a high note, even after paring back its semiconductor bets heading into the fourth quarter. The tech-focused hedge fund firm, led by Tiger Cub Glen K...
www.institutionalinvestor.com
January 6, 2026 at 9:10 PM
Light Street Capital Management achieved a 37.9% gain in 2025, despite reducing semiconductor exposure in Q4. This performance reflects a strategic pivot relevant to hedge fund managers. www.institutionalinvestor.com/article/prem...
Greenlight Capital achieved a 2.9% gain in December, its fourth consecutive profitable month. However, the hedge fund's full-year performance, with a mere 9% return, fell significantly behind the S&P 500’s 16.4%. www.institutionalinvestor.com/article/prem...
Four Months of Gains Couldn’t Save Greenlight’s Year
Greenlight Capital finished 2025 strong. But that wasn’t enough.The hedge fund firm headed by David Einhorn posted a 2.9 percent gain in December, much better than the broad stock indices. This was it...
www.institutionalinvestor.com
January 5, 2026 at 9:36 PM
Greenlight Capital achieved a 2.9% gain in December, its fourth consecutive profitable month. However, the hedge fund's full-year performance, with a mere 9% return, fell significantly behind the S&P 500’s 16.4%. www.institutionalinvestor.com/article/prem...
As $100 trillion shifts from boomers to younger investors, RIA firms are now the key decision-makers on where that capital flows. Robinhood aims to capture this by evolving beyond trading into comprehensive wealth management services. www.institutionalinvestor.com/article/robi...
Robinhood Wants to Become the Schwab of the Millennial Generation
Lawrence Glazer makes his living preaching prudence.The co-founder and managing partner of Mayflower Advisors, a Boston-based registered investment advisory, spends his days crafting retirement portfo...
www.institutionalinvestor.com
January 5, 2026 at 1:17 PM
As $100 trillion shifts from boomers to younger investors, RIA firms are now the key decision-makers on where that capital flows. Robinhood aims to capture this by evolving beyond trading into comprehensive wealth management services. www.institutionalinvestor.com/article/robi...
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...