Public Pensions
Pension Brief
January 2025 Public Pension Brief
This brief is a compilation of the meeting notes of January 2025 from public pensions across the country. Access them all in one place, right when you need them.
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Public Pensions
Pension Brief
December 2024 Public Pension Brief
This brief is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
November 2024 Public Pension Brief
This brief is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Sales
eBook
Mastering Quarterly Webinars: Best Practices for Investment Firms
In this eBook, you'll find the comprehensive guide to planning, hosting, and maximizing the impact of your client communication through utilizing a quarterly update webinar.
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Public Pensions
Pension Brief
October 2024 Public Pension Brief
This brief is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Analyst Reports
Q3 2024 Alternatives Pension Summary
This report gives a detailed overview of 2024's third quarter alternative public pensions, detailing $37.5 billion in pension fund allocations across various alternative investments like private equity, credit, real estate, and infrastructure, with a breakdown of top investors and asset class commitments.
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Public Pensions
Pension Brief
September 2024 Public Pension Brief
This brief is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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RIAs
eBook
Targeting Top RIAs: A Guide to Leading Firms in the Major US Metros
Discover the top Registered Investment Advisors (RIAs) in key U.S. metro areas with Dakota’s exclusive eBook. Get insights on leading firms and their AUM to help you target the right RIAs in the most important markets. Whether you’re planning meetings or targeting new opportunities, this eBook helps you focus on the right RIAs in major markets like New York, San Francisco, Dallas, and more in order to maximize your outreach!
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RIAs
eBook
The Definitive Guide to Raising Capital from RIAs
This guide provides investment professionals with key strategies and actionable insights for successfully raising capital in the growing RIA market. Covering everything from identifying the right firms to proven sales tactics, this guide draws on Dakota's extensive experience to help fundraisers build strong relationships and drive results.
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Public Pensions
Pension Brief
August 2024 Public Pension Brief
This brief is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
July 2024 Public Pension Brief
This brief is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Analyst Reports
Q2 2024 Alternatives Pension Summary
This report gives a detailed overview of 2024's third quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class commitments made in Q3, and the top three sub asset classes within each.
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Public Pensions
Pension Brief
June 2024 Public Pension Summary
This brief is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
May 2024 Public Pension Summary
This brief is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
April 2024 Public Pension Summary
This brief is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Analyst Reports
Q1 2024 Alternatives Pension Summary
This report gives a detailed overview of 2024's first quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class commitments made in Q1, and the top three sub asset classes within each.
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Public Pensions
Pension Brief
March 2024 Public Pension Summary
This brief is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
February 2024 Public Pension Brief
This brief is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Analyst Reports
Dakota 2023 Annual Fundraising Report
The Dakota 2023 Annual Fundraising Report offers an overview of trends in pension fund allocations within the U.S. during 2023, highlighting significant shifts in investment strategies across various asset classes. Key findings include:
- Decrease in Total Allocations
- Dominance of Private Equity
- Leading Role of CalPERS
- Shift in Investment Focus
- Economic Influences on Strategy
- Stable Interest in Venture Capital
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Public Pensions
Analyst Reports
Q4 2023 Alternatives Pension Summary
This report gives a detailed overview of 2023's fourth quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class commitments made in Q4, and the top three sub asset classes within each.
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Public Pensions
Pension Brief
January 2024 Public Pension Brief
This brief is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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CRM Adoption
eBook
CRM Adoption eBook
In this eBook, you'll find the knowledge on why your CRM is your most underutilized asset and how to fix this. Topics included in this guide are:
- What is a CRM?
- Why is your CRM holding you back?
- How to make your CRM your most valuable asset
- The solution: Salesforce App Integration
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Marketplace
eBook
Dakota Marketplace eBook
In this eBook, you'll find the knowledge on why having clean and accurate data is of the utmost importance for your institutional investor database Topics included in this guide are:
- The importance of clean, accurate data
- Why Dakota Marketplace is your solution
- Utilizing Dakota Marketplace
- What to expect from your membership
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Public Pensions
Pension Brief
December 2023 Public Pension Brief
This brief is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
November 2023 Public Pension Brief
This brief is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
October 2023 Public Pension Brief
This brief is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Analyst Reports
Q3 2023 Alts Pension Summary
This report gives a detailed overview of 2023's third quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class commitments made in Q3, and the top three sub asset classes within each.
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Public Pensions
Pension Brief
September 2023 Public Pension Brief
This brief is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
August 2023 Public Pension Brief
This brief is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
July 2023 Public Pension Brief
This brief is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Analyst Reports
Q2 2023 Alts Pension Summary
This report gives a detailed overview of 2023's second quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class commitments made in Q2, and the top three sub asset classes within each.
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Public Pensions
Pension Brief
June 2023 Public Pension Brief
This brief is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
May 2023 Public Pension Brief
This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
April 2023 Public Pension Brief
This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Analyst Reports
Q1 2023 Alternatives Public Pension Summary
This report gives a detailed overview of the first quarter, 2023 alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class commitments made in Q1, and the top three sub asset classes within each.
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Public Pensions
Pension Brief
March 2023 Public Pension Brief
This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Dakota Live
eBook
Andrew Krei Dakota Live! Interview
An exclusive interview with Andrew Krei from Dakota Live! Call #123
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Public Pensions
Pension Brief
February 2023 Public Pension eBook
This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Dakota Live
eBook
Matthew Ruffalo Dakota Live! Interview
An exclusive interview with Matthew Ruffalo from Dakota Live! Call #121.
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Public Pensions
Pension Brief
January 2023 Public Pension eBook
This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Analyst Reports
Q4 2022 Alternatives Public Pension Summary
This report gives a detailed overview of the fourth quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class commitments made in Q4, and the top three sub asset classes within each.
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Public Pensions
Pension Brief
December 2022 Public Pension eBook
This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
November 2022 Public Pension eBook
This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Dakota Live
eBook
Greg Dowling Dakota Live! Interview
An exclusive interview with Greg Dowling from Dakota Live! For Alternatives #58.
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Dakota Live
eBook
Lawrence Calcano Dakota Live! Interview
An exclusive interview with Lawrence Calcano from Dakota Live! Call #118.
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Public Pensions
Pension Brief
October 2022 Public Pension eBook
This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Dakota Live
eBook
John Tassone Dakota Live! Interview
An exclusive interview with John Tassone from Dakota Live! Call #117.
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Dakota Live
eBook
William Kennedy Dakota Live! Interview
An exclusive interview with William Kennedy from Dakota Live! Call #116.
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Public Pensions
Analyst Reports
Q3 2022 Alternatives Public Pension Summary
This report gives a detailed overview of the third quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class commitments made in Q3, and the top three sub asset classes within each.
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Dakota Live
eBook
Matt Brundage Dakota Live! Interview
An exclusive interview with Matt Brundage from Dakota Live! Call #115.
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Dakota Live
eBook
Brad Long Dakota Live! Interview
An exclusive interview with Brad Long from Dakota Live! Call #113.
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Dakota Live
eBook
Ted Seides Dakota Live! Interview
An exclusive interview with Ted Seides from Dakota Live! Call #114.
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Public Pensions
Pension Brief
September 2022 Public Pension eBook
This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
eBook
August 2022 Public Pension eBook
This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
July 2022 Public Pension eBook
This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
June 2022 Public Pension eBook
This eBook is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Investment Insights
Analyst Reports
Dakota Manager Fee Update
Dakota has tracked and recorded fees paid data from over 954 reported fees from across all major asset and sub asset classes from 38 individual pension plans. For the first half of 2022, these were the average reported fees for won mandates for each asset and sub asset class.
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Investment Insights
eBook
Quarterly Webinar Procedures and Best Practices
In this eBook, you'll find the comprehensive steps you'll need to take to plan, host, and follow-up after a quarterly update webinar. The topics in this guide include:
- Scheduling
- Creating a Zoom profile
- Creating topics and content for the webinar
- Sending email invites
- Scheduling a dry run of your event
- Following up after the webinar
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Investment Insights
eBook
Guide to RIAs and Video for Investment Firms
In this eBook, Gui Costin, author of Millennials Are Not Aliens, will discuss RIAs, including how to break into the channel and and some best practices. The second half of the eBook covers one of the critical chapters of his book: the importance of video and the impact it can have on your marketing.
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Public Pensions
Analyst Reports
Q2 2022 Alternatives Public Pension Summary
This report gives a detailed overview of the second quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class commitments made in Q2, and the top three sub asset classes within each.
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RIAs
eBook
The Top 100 RIAs in the United States (2022)
This eBook is a compilation of the top 10 RIAs in 10 cities across the Unites States. This is not meant to be a comprehensive list, but an overview of ten cities we think you'll find beneficial.
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Public Pensions
Pension Brief
May Public Pension Meeting Notes
This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
April Public Pension Meeting Notes
This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Analyst Reports
Q1 2022 Alternatives Public Pension Summary
This report gives a detailed overview of the first quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class commitments made in Q1, and the top three sub asset classes within each.
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Public Pensions
Pension Brief
March Public Pension Meeting Notes
This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
February Public Pension Meeting Notes
This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
January Public Pension Meeting Notes
This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Marketing
eBook
The Ultimate Guide to Video for Investment Firms
Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get started?
If you answered yes to any of the above, this eBook is for you.
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Public Pensions
eBook
December Public Pension Meeting Notes
This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Investment Insights
eBook
The Investment Firm's Guide to CRM Adoption
Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM.
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Public Pensions
Pension Brief
November Public Pension Meeting Notes
This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
October Public Pension Meeting Notes
This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
September Public Pension Meeting Notes
This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
August Public Pension Meeting Notes
This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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Public Pensions
Pension Brief
July Public Pension Meeting Notes
This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
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