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.
Access to full articles and the entire Dakota News archive is available to Dakota Marketplace subscribers. Book a demo today to learn more and stay ahead of the competition!
Subscribe today and stay ahead of the competition!
Institutional Investor News
Global SWFs and public pensions are turning inward, says Global SWF’s 2025 GSR Scoreboard, covering 200 funds with $57.5T AUM. While average governance, sustainability, and resilience scores held at 61%, domestic investments rose to 38% of deployed capital, up from 27%. CDPQ, Temasek, OTPP, BCI, and REST earned perfect scores, while Saudi’s PIF and Nigeria’s NSIA saw big ESG gains. Notable moves include Indonesia’s $3B local investment push, Qatar Holding’s ChinaAMC stake, and Vermont’s new allocations. AIMCo named Justin Lord CIO; NEST UK posted its first profit; PwC reports UK pensions hold £175B in surplus ahead of reform.
Wealth Channel News
BCG’s Global Wealth Report 2025 says organic growth, not M&A or advisor hiring, now drives wealth firm success. Organic net new assets contributed only 28% to global AUM growth over the past decade, pushing firms to boost client acquisition, advisor productivity, and use of GenAI tools. Singapore, Hong Kong, and the UAE are leading cross-border wealth hubs. U.S. highlights: Succession Financial launched; Osaic led June’s $37.7B in M&A; and advisor recruiting remained strong at Raymond James, LPL, and Ameriflex. Firms now focus on client relationships and internal growth to stay competitive.
Private Fund News
Private fund activity surged as Leonard Green launched a $15B buyout fund, aiming to match its 2022 predecessor. Haveli Investments closed $4.5B for software; Pacific Equity Partners raised A$3.2B; and Lorient Capital raised $500M for healthcare. In private credit, Equita Capital hit €160M, Star Mountain raised $96M, and Coller closed $6.8B for credit secondaries. The secondaries market heats up with New Mountain eyeing $2B and Blackstone expanding into credit secondaries. In venture, Flyer One raised €50M for Eastern Europe tech, Morgan Stanley closed $280M, and Cyberstarts launched a $300M liquidity fund, reflecting private market resilience.
Stay ahead of the trends - subscribe to Dakota News for exclusive insights.
