Welcome to Dakota's Daily Investment News
Stay ahead of the latest trends in wealth management, institutional investing, and private markets with Dakota’s daily newsletter — your go-to source for key updates on fund allocations, manager moves, and industry shifts.
Designed for investment sales professionals and fundraisers, we deliver the insights you need to navigate the evolving landscape, track major investor activity, and identify new opportunities.
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Institutional Investor News
PSP Investments plans to boost Canadian holdings amid US volatility, reassessing risk after a strong 12.6% return. With $68.7B in Canadian assets, PSP aims to expand domestic investments, especially infrastructure, following its acquisition of Toronto’s 407 highway. New allocations include approvals by SURS Illinois, Weld County, and Sacramento County. Leadership changes occurred at Indonesia Investment Authority and PSERS. Meanwhile, OTPP nears an airport divestment, AP7 exits Tesla, and Aware Super pivots further into Europe.
Wealth Channel News
SMBC SBI Wealth Management launched to serve Japan’s rising HNW population, signaling strong private markets potential. Regulatory reforms, younger heirs, and low rates drive interest in alternatives. Global players like Blackstone and Apollo expand access. New RIAs include ARG Private Wealth. People moves span RBC, Raymond James, Ameriprise, and &Partners, with executive hires at Nomura, Société Générale, and BRI Wealth. Elsewhere, Rockefeller Capital raised $150M for growth, and Goldman Sachs partnered with KKP Group in Thailand.
Private Fund News
EQT seeks €23B for its eleventh flagship fund, following the €22B raised by Fund X. Backers include major pensions and sovereign funds. Recent closes include Ufenau Capital, Bain Capital Japan, and Tikehau Capital’s defense fund. In real estate, firms like Eagle Rock, Waterloo Associates, Layla Capital, and Walker & Dunlop launched or closed funds. ARC Capital Venture entered Australia, BTIG launched a hedge fund group, and Pharo Management is setting up in Abu Dhabi.
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