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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.

      Gary Gensler: Institutions Should Be Sweating Over the New U.S. Economic Trajectory

      Gary Gensler: Institutions Should Be Sweating Over the New U.S. Economic Trajectory
      ‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat

      ‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat
      Trend-Followers Stumble Into One of Their Worst Years

      Trend-Followers Stumble Into One of Their Worst Years
      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025

      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025
      Hurricane Season: Insurance-linked Securities and Navigating Non-financial Risks

      Hurricane Season: Insurance-linked Securities and Navigating Non-financial Risks
      Volatile Macro Fund Haidar Leads Peers With Double-Digit Gain

      Volatile Macro Fund Haidar Leads Peers With Double-Digit Gain
      Managers’ Bullish Outlooks Remain — But the Price of Gold Is Telling a Different Story

      Managers’ Bullish Outlooks Remain — But the Price of Gold Is Telling a Different Story
      Five Things to Watch in Energy Markets in 2025

      Five Things to Watch in Energy Markets in 2025
      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?
      Open Architecture and Next-Gen Technology Help Support Model Delivery

      Open Architecture and Next-Gen Technology Help Support Model Delivery
      Maximizing Impact: The Role of TAMP Selection in Effective Investment Distribution

      Maximizing Impact: The Role of TAMP Selection in Effective Investment Distribution
      Private Equity’s Fundraising Demands Far Outstrip Supply

      Private Equity’s Fundraising Demands Far Outstrip Supply
      Infrastructure Debt Positioned Well for the Year Ahead

      Infrastructure Debt Positioned Well for the Year Ahead
      Cornell’s CIO on Endowments Selling PE Stakes: ‘I Don’t Know What’s Going on There’

      Cornell’s CIO on Endowments Selling PE Stakes: ‘I Don’t Know What’s Going on There’
      Managers Bet Big on Asset-Based Lenders

      Managers Bet Big on Asset-Based Lenders
      Jericho Capital Extends Its Run After Historic Gains Last Year

      Jericho Capital Extends Its Run After Historic Gains Last Year
      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?

      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?
      Investors Reach for What They Recognize

      Investors Reach for What They Recognize
      More State Pension Plans Target Smaller, Direct Infrastructure Deals in ‘Their Own Backyards’

      More State Pension Plans Target Smaller, Direct Infrastructure Deals in ‘Their Own Backyards’
      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
      Hinge Health’s Planned IPO Attracts a Trio of High-Profile Investors

      Hinge Health’s Planned IPO Attracts a Trio of High-Profile Investors
      The Rise of Oil Options: Why More Traders Are Getting Involved

      The Rise of Oil Options: Why More Traders Are Getting Involved
      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO

      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO
      Artificial Intelligence, Meet Private Equity. They’re Here to Help.

      Artificial Intelligence, Meet Private Equity. They’re Here to Help.
      Maryland Retirement Appoints New (And Familiar) Acting CIO

      Maryland Retirement Appoints New (And Familiar) Acting CIO
      After Turbulence and Turnover, Ohio Teachers Lands Executive Director

      After Turbulence and Turnover, Ohio Teachers Lands Executive Director
      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
      Seattle Children’s CIO Puts Conviction Over Diversification

      Seattle Children’s CIO Puts Conviction Over Diversification
      Investors Reach for What They Recognize

      Investors Reach for What They Recognize
      Cleveland Clinic Alum Joins Sanford Health as First CIO

      Cleveland Clinic Alum Joins Sanford Health as First CIO
      Prudential’s Tim Schmidt Wins the 2025 Allocator Lifetime Achievement Award

      Prudential’s Tim Schmidt Wins the 2025 Allocator Lifetime Achievement Award
      The Rest of the Best: The 2025 Hedge Fund Rising Stars, Part II

      The Rest of the Best: The 2025 Hedge Fund Rising Stars, Part II
      Infrastructure Debt Positioned Well for the Year Ahead

      Infrastructure Debt Positioned Well for the Year Ahead
      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
      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities

      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities
      ‘More Compelling Entry Point’ Coming, Says Discovery

      ‘More Compelling Entry Point’ Coming, Says Discovery
      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?

      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?
      Third Point Boosts Market Bets in May

      Third Point Boosts Market Bets in May
      Seattle Children’s CIO Puts Conviction Over Diversification

      Seattle Children’s CIO Puts Conviction Over Diversification
      New Vontobel SFA Chief Courts Investors Diversifying Away From the U.S.

      New Vontobel SFA Chief Courts Investors Diversifying Away From the U.S.
      David Einhorn’s Hedge Fund Swooned as the Market Soared Last Month

      David Einhorn’s Hedge Fund Swooned as the Market Soared Last Month
      GTCR: PE Needs to Stop Looking for the ‘Perfect Time to Sell’

      GTCR: PE Needs to Stop Looking for the ‘Perfect Time to Sell’
      Gary Gensler: Institutions Should Be Sweating Over the New U.S. Economic Trajectory

      Gary Gensler: Institutions Should Be Sweating Over the New U.S. Economic Trajectory
      NC State Treasurer Wins His Fight for Reforms to Resuscitate State Pension

      NC State Treasurer Wins His Fight for Reforms to Resuscitate State Pension
      Higher Taxes Could Reshape How Endowments and Foundations Think about Almost Everything

      Higher Taxes Could Reshape How Endowments and Foundations Think about Almost Everything
      ‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat

      ‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat
      Trend-Followers Stumble Into One of Their Worst Years

      Trend-Followers Stumble Into One of Their Worst Years
      “Deficit Hawks? Try Chicken Hawks,” Says JPMorgan’s Michael Cembalest

      “Deficit Hawks? Try Chicken Hawks,” Says JPMorgan’s Michael Cembalest
      Hurricane Season: Insurance-linked Securities and Navigating Non-financial Risks

      Hurricane Season: Insurance-linked Securities and Navigating Non-financial Risks
      Inside Whale Rock’s Rough Start

      Inside Whale Rock’s Rough Start
      Private Equity’s Fundraising Demands Far Outstrip Supply

      Private Equity’s Fundraising Demands Far Outstrip Supply
      AI Meets Biotech — and Hedge Funds Are Buying In

      AI Meets Biotech — and Hedge Funds Are Buying In
      Chris Hohn’s TCI Is Once Again a Top Performer

      Chris Hohn’s TCI Is Once Again a Top Performer
      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities

      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities
      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?
      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?

      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?
      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025

      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025
      David Einhorn’s Hedge Fund Swooned as the Market Soared Last Month

      David Einhorn’s Hedge Fund Swooned as the Market Soared Last Month
      Maryland Retirement Appoints New (And Familiar) Acting CIO

      Maryland Retirement Appoints New (And Familiar) Acting CIO
      Private Equity’s Fundraising Demands Far Outstrip Supply

      Private Equity’s Fundraising Demands Far Outstrip Supply
      NC State Treasurer Wins His Fight for Reforms to Resuscitate State Pension

      NC State Treasurer Wins His Fight for Reforms to Resuscitate State Pension
      Cornell’s CIO on Endowments Selling PE Stakes: ‘I Don’t Know What’s Going on There’

      Cornell’s CIO on Endowments Selling PE Stakes: ‘I Don’t Know What’s Going on There’
      Trend-Followers Stumble Into One of Their Worst Years

      Trend-Followers Stumble Into One of Their Worst Years
      After Turbulence and Turnover, Ohio Teachers Lands Executive Director

      After Turbulence and Turnover, Ohio Teachers Lands Executive Director
      Maverick Rides Amazon and Nvidia to Double-Digit May Gains

      Maverick Rides Amazon and Nvidia to Double-Digit May Gains
      Jericho Capital Extends Its Run After Historic Gains Last Year

      Jericho Capital Extends Its Run After Historic Gains Last Year
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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.

      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
      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
      Investors Reach for What They Recognize

      Investors Reach for What They Recognize
      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”
      Fireside Chat- The New Credit Playbook: Convergence, Liquidity, and Innovation in Institutional Portfolios

      Fireside Chat- The New Credit Playbook: Convergence, Liquidity, and Innovation in Institutional Portfolios
      Higher Taxes Could Reshape How Endowments and Foundations Think about Almost Everything

      Higher Taxes Could Reshape How Endowments and Foundations Think about Almost Everything
      Infrastructure Debt Positioned Well for the Year Ahead

      Infrastructure Debt Positioned Well for the Year Ahead
      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities

      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities
      C-PACE: The Rapidly Growing Corner of Real Estate Finance Catching Institutional Attention

      C-PACE: The Rapidly Growing Corner of Real Estate Finance Catching Institutional Attention
      Hurricane Season: Insurance-linked Securities and Navigating Non-financial Risks

      Hurricane Season: Insurance-linked Securities and Navigating Non-financial Risks
      Why Bitcoin's Relationship with Equities Has Changed

      Why Bitcoin's Relationship with Equities Has Changed
      II Live: Seizing the Model Moment

      II Live: Seizing the Model Moment
      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.

      JUN 24

      Legal Forum Summer Workshop 2025

      Park Hyatt Chicago | Chicago

      JUN 24-26

      2025 Financial Technology Forum CTO Summit

      The Carolina Inn, a Destination by Hyatt Hotel | Chapel Hill

      JUN 25-26

      RIA Central Investment Forum 2025

      Park Hyatt Chicago | Chicago

      JUN 25-27

      European Single Family Office Symposium 2025

      Beau-Rivage Palace, Lausanne | Lausanne

      JUL 15

      Retirement Leaders Roundtable 2025

      MassMutual Fan Pier Campus | Boston

      SEP 9-12

      2025 International TraderForum

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 9-10

      2025 European Fixed Income Trading Summit

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 9

      2025 MENA International TraderForum

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 10

      第20回年次日本投資フォーラム 20th Annual Japan Investment Forum

      The Shangri-La Hotel Tokyo | Tokyo

      SEP 17

      2025 한국 글로벌 투자 포럼 2025 Korea Global Investment Forum

      Four Seasons Hotel Seoul | Seoul

      OCT 8

      2025 MEII Abu Dhabi Institutional Investor Summit
      OCT 14

      2025 Asia Private Market Leaders Forum

      Conrad Hong Kong

      NOV 6

      2025 北京环球投资论坛 2025 Beijing Global Investment Forum

      The Ritz Carlton Beijing, Financial Street | Beijing

      FEB 2-4

      2026 Endowments & Foundations Roundtable West
  • About Us
taub.png
Stephen Taub
Premium
Activists Use Tactics to Hide Their Targets
With high-profile managers paranoid that 13F filings will telegraph — and mess up — their activist plans, many are finding ways around the system.
Stephen Taub August 20, 2015
jeff-smith-thumbnail.jpg

        Jeffrey Smith, Starboard Value (Bloomberg) So, you want to spot the next activist target? Investors who study the 13F filings of equity holdings from asset management firms are particularly interested in looking at the disclosures

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