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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
A new report by NIRS and Aon shows that pension portfolios including alternatives outperformed traditional ones over 22 years, citing stronger risk-adjusted returns. Allocations to private equity rose sharply while public equity dropped. Recent commitments came from SWIB, Värde Partners, Alaska Retirement, and Texas CDRS. Wichita Retirement advanced its core real estate manager search. Houston Endowment’s CEO will step down, and UVA hired Jason Chang. Climate goals were set by LPFA, while Temasek and Future Fund increased domestic activity.
Wealth Channel News
Family offices continue prioritizing private credit and infrastructure, per BlackRock’s latest survey, with 32% and 30% respectively planning allocations. Despite fee concerns, conviction remains strong. Firms like Stifel, Raymond James, and Rockefeller added advisor teams. Blueprint Financial aims to triple AUM. Leadership shifts occurred at WCG, Dakota Wealth, and CapWealth. Bank of Singapore expanded its CIO Council. Meanwhile, a report from IAA flags economic and regulatory uncertainty as potential growth headwinds for RIAs into 2025.
Private Fund News
Macquarie AM raised $8.1B for MIP VI, targeting U.S. infrastructure sectors like transportation and energy. Investors include Iowa PERS, TRS of Texas, and Chicago Teachers. Steptrade, Lichtenberg, and Oeno Group closed private equity funds, while Bow River marked five years of its evergreen strategy. In VC, ReGen, Physis Capital, and growX announced new vehicles. Polus Capital closed a €425M CLO equity fund. On the real estate front, Kayne Anderson, Bouwinvest, and Dwight Mortgage Trust completed key raises.
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