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.
To read the full articles and access all Dakota News, subscribe for $350/yr, or get it included with a Dakota Marketplace subscription.
Subscribe today and stay ahead of the competition!
Institutional Investor News
Ortec Finance found 83% of insurers plan to raise portfolio risk in 2025, up from 36% last year. Liquidity and recession remain top concerns, yet most believe risk remains within parameters. Arkansas TRS committed $80M to buyout funds, while Somerville, Hartford, and Japan GPIF pursued real estate. Boston Retirement will launch a $35M secondaries PE search. Leadership changes include Temasek, AIMCo, and Sloan Foundation, while Milliman reported improving U.S. corporate pension funding at 104.9% as of May.
Wealth Channel News
Capgemini projects $83.5T generational wealth transfer reshaping private wealth. Gen X, Millennials, and Gen Z favor private equity, crypto, and global diversification, driving demand for platforms like BNY Alts Bridge and Goldman’s G-INFRA. Prestige Wealth launched in Texas, while Raymond James led May advisor recruitment. John Geoghan joined Merrill Lynch, and Thomas Ang joined LGA. RIA M&A dipped to 14 May deals, but Focus Partners’ $9.4B Churchill Management acquisition skewed totals. Indosuez WM also restructured its business.
Alts Asset Manager News
BGO closed $5.1B for Asia IV, its largest fund, targeting value-add real estate in Japan, Korea, and Australia. Major LPs included NY Common, Michigan, and Texas PSF. Japan’s book-value accounting and succession dynamics are fueling real estate deals. On the private equity front, Great Hill, Arlington Capital, and Mediterrania launched or closed funds. In venture, Amplify Partners raised $900M across three vehicles. Private credit and real estate activity also surged, with TPG, Hillhouse, and Raith Capital leading efforts.
Stay ahead of the trends - subscribe to Dakota News for exclusive insights.
