Dakota Reports and eBooks

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Reports & Ebooks

Downloadable reports on data and investment practices to help understand the fundraising industry.

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.
Download Report
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.
Download Report
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.
Download Report
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.

Download Report
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.

Download Report
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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