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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
Mercer's 2025 CFO survey reveals plan sponsors are evenly split between terminating DB plans and maintaining them, with many shifting toward hybrid solutions. Over 70% plan lump-sum offerings within two years and 60% are pursuing annuity transfers. LACERA, CPP Investments, and others disclosed new commitments. Meanwhile, BNP Paribas warned of $217B in Dutch and Danish pension USD divestments. Temasek joined the AI Infrastructure Partnership, and PSP Investments posted a 12.6% return, outpacing its benchmark portfolio.
Wealth Channel News
BNY Wealth’s 2025 survey finds family offices increasing allocations to private equity, growth equity, and direct deals—especially those offering AI or co-investments. Tech adoption is growing, and 74% are exploring crypto, up from 53% last year. Luxury assets like art and sports teams are also gaining ground. New RIAs include Evergreen Wealth Partners, SRS, and Praestantia Capital. Goelzer and UBS announced key hires. Indian and Latin American firms, including Shriram Wealth and Plural Advisors, are expanding globally.
Alts Asset Manager News
Pemberton launched a New York office and expanded its NAV financing and GP solutions teams, targeting $2–2.5B vintages. The firm secured an anchor commitment from ADIA and is emphasizing alignment between GPs and LPs. Fund launches include Quantum Energy Partners IX, Felicis Ventures Fund X, and Partners Group’s open-ended credit fund. Real asset developments include PIMCO’s Europe data center strategy and Coastal Ridge’s student housing fund. Key appointments at Ancora, Ruck Lane, and PROX Search Capital round out updates.
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