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Q2 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the second quarter, 2022 alternative public pensions,...

Manfred Kanther

July 14, 2022

eBook

July 2022 Public Pension eBook

eBook

July 2022 Public Pension eBook

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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3 Things You Can Expect From Your Dakota Marketplace Membership

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3 Things You Can Expect From Your Dakota Marketplace Membership

If you're reading this article, you've likely either just signed your Marketplace contract, or you're considering becoming a Marketplace member.  While it might be true that with most software...

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Financial Advisor and RIA Acqusitions Reported the Week of July 29

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Financial Advisor and RIA Acqusitions Reported the Week of July 29

Barry Power and his team The Power Wealth Management Team (including Jr FA Ben Alsop and CSAs Brenna Kunin and Tami Shaw) joined Stifel Nicolaus outside of St Louis in Frontenac, MO with $420 M AUM. ...

eBook

June 2022 Public Pension eBook

eBook

June 2022 Public Pension eBook

This eBook is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Dakota Manager Fee Update

Analyst Reports

Dakota Manager Fee Update

Dakota has tracked and recorded fees paid data from over 954 reported fees from across all major asset and sub asset classes from 38 individual pension plans. For the first half of 2022, these were...

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The Top 10 Holders of Values ETFs

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The Top 10 Holders of Values ETFs

Passive ownership of the S&P 500 has doubled in the past seven years, with 21% of market capitalization of the average company now in passive ETFs and funds.  Yes, that means passive investors now...

eBook

Quarterly Webinar Procedures and Best Practices

eBook

Quarterly Webinar Procedures and Best Practices

In this eBook, you'll find the comprehensive steps you'll need to take to plan, host, and follow-up after a quarterly update webinar. The topics in this guide include: Scheduling Creating a Zoom...

eBook

Guide to RIAs and Video for Investment Firms

eBook

Guide to RIAs and Video for Investment Firms

In this eBook, Gui Costin, author of Millennials Are Not Aliens, will discuss RIAs, including how to break into the channel and and some best practices. The second half of the eBook covers one of the...

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How to Host an Effective Quarterly Update Webinar for Your Investment Firm

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How to Host an Effective Quarterly Update Webinar for Your Investment Firm

As another quarter wraps up and another begins, many money managers are finalizing last quarter’s activity and starting to think about the best way to distribute it to their clients.  This can be an...

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How Investment Sales Teams Can Use Social Media to Grow Their Business

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How Investment Sales Teams Can Use Social Media to Grow Their Business

Social media might not be the first thing investment sales people think of when talking about their business. However, its importance should not be overlooked. Investment sales teams can use their...

Analyst Reports

Q2 2022 Alternatives Public Pension Summary

Analyst Reports

Q2 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the second quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

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The Top 10 Holders of Energy ETFs in 2022

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The Top 10 Holders of Energy ETFs in 2022

It was not that long ago in April 2020 when US crude oil had gone negative ( below $0) as the Covid shutdown caused us to run out of physical places to store crude.  It became the “hot potato” of the...

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How to Use Custom Lists in Your CRM to Improve Sales Efficiency

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How to Use Custom Lists in Your CRM to Improve Sales Efficiency

By now, if you’re a salesperson, you already know the importance of entering (clean, accurate) data into your CRM. Whether you’re using Salesforce, Hubspot, or something else entirely, in order to...

Video

Always Be Selling

Video

Always Be Selling

The number one piece of sales advice is "always be selling" but is that really true in investment sales? In this video, Dakota CEO Gui Costin dives into the truth behind "always be selling."

eBook

The Top 100 RIAs in the United States (2022)

eBook

The Top 100 RIAs in the United States (2022)

This eBook is a compilation of the top 10 RIAs in 10 cities across the Unites States. This is not meant to be a comprehensive list, but an overview of ten cities we think you'll find beneficial.   

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The True Cost of Clean Investment Sales Data: A Breakdown

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The True Cost of Clean Investment Sales Data: A Breakdown

As a salesperson or a sales leader, you have one enemy greater than all the others. Sure, rejections are part of the job, but this is worse than a simple rejection.  It’s something that stops you...

eBook

May Public Pension Meeting Notes

eBook

May Public Pension Meeting Notes

This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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The Top 10 RIAs in Seattle

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The Top 10 RIAs in Seattle

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

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The Top 10 RIAs in Stamford

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The Top 10 RIAs in Stamford

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

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The Top 10 Owners of Bank Loan ETFs in 2022

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The Top 10 Owners of Bank Loan ETFs in 2022

The bond market has not had a consistent trend over the past year, which has created a challenging environment for allocators, leaving many asking, “what should I do with fixed income, duration,...

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The Top 10 RIAs in Houston

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The Top 10 RIAs in Houston

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

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The Top 10 RIAS in Detroit

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The Top 10 RIAS in Detroit

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

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The Top 10 RIAs in Baltimore

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The Top 10 RIAs in Baltimore

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

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The Top 10 RIAs in London

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The Top 10 RIAs in London

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

eBook

April Public Pension Meeting Notes

eBook

April Public Pension Meeting Notes

This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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Top 10 RIAs in the Kansas City Metro Area

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Top 10 RIAs in the Kansas City Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it. The RIA market across the United States consists of...

Analyst Reports

Q1 2022 Alternatives Public Pension Summary

Analyst Reports

Q1 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the first quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

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Choosing an Institutional Investor Database: How Marketplace Compares

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Choosing an Institutional Investor Database: How Marketplace Compares

If your firm is considering an investment in a database, it’s probably a fair assumption that you want to give your sales team their best shot at success. This means that you’re willing to spend...

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CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?

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CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?

If you are in the sales business in any industry, you already know that a CRM can be a double edged sword. It can —and should— be the number one sales tool that enables teams to drive business and...

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The 7 Best Salesforce Consultants for Investment Firms

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The 7 Best Salesforce Consultants for Investment Firms

Investing in a CRM is not a small undertaking. Ensuring that your Salesforce instance is set up in a way that sets your team up for success is critical from start to finish, and that’s before you...

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The Top 10 Owners of Commodities ETFs in 2022

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The Top 10 Owners of Commodities ETFs in 2022

“The cheapest time to buy insurance is when you don’t need it.”  With inflation surging globally, commodities and their impact on the globe have been brought into the spotlight by the onset of...

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The Top 10 Owners of TIPS ETFs in 2022

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The Top 10 Owners of TIPS ETFs in 2022

Since the beginning of quantitative easing by global central banks, one of the major goals was to get reflation/inflation of wages, goods, and services across the economy.  In order to be protected...

eBook

March Public Pension Meeting Notes

eBook

March Public Pension Meeting Notes

This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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The 5 Best CRMs for RIA Firms in 2022

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The 5 Best CRMs for RIA Firms in 2022

Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks ago, even a month ago? You know you have to follow up, but you’re just not sure with whom. It’s a...

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The 3 Biggest Problems With Sales Contact Data

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The 3 Biggest Problems With Sales Contact Data

When you think about what it means to be successful in sales, plenty of things probably come to mind: persuasiveness, charm, personality, experience… The list goes on and on.  A lot of people think...

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How to Sync Your Outlook Calendar With Salesforce

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How to Sync Your Outlook Calendar With Salesforce

As an investment salesperson, adding meetings to your calendar, Zoom, Salesforce, and other platforms can be tedious. Even though you know that it's also necessary so that you can follow-up...

Infographic

5 Reasons to Add Video to Your Investment Firm's Sales and Marketing Strategy

Infographic

5 Reasons to Add Video to Your Investment Firm's Sales and Marketing Strategy

5 reasons why your investment firm should be incorporating video into its sales and marketing strategy.

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How to Sync Your Google Calendar With Salesforce

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How to Sync Your Google Calendar With Salesforce

When you’re setting up meetings and booking calls, the last thing you want to do is add the same meeting to five different platforms. But, you also don’t want to miss entering those meetings on your...

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Is an Institutional Investor Database Worth the Investment in 2022?

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Is an Institutional Investor Database Worth the Investment in 2022?

A great institutional investor database can be hard to find. However in most cases, the price and overall value of that database is even harder to find.  If you don’t know what you’re going to be...

Video

What is CRM Adoption and Why Does it Matter To Your Investment Sales Team?

Video

What is CRM Adoption and Why Does it Matter To Your Investment Sales Team?

In this video, Dakota CEO and founder, Gui Costin, explains what CRM adoption is and why it matters for investment sales teams. 

eBook

The 2022 Institutional Investor Database Buyer's Guide

eBook

The 2022 Institutional Investor Database Buyer's Guide

Find out which institutional investor database is right for your firm with a complete breakdown of price, data maintenance, and more, on some of the most popular options on the market. 

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6 Tips for Taking Your Video or Webinar Presentation to the Next Level

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6 Tips for Taking Your Video or Webinar Presentation to the Next Level

Even after two years on Zoom, we’ve all had moments where presenting or sharing on video has felt clunky. You’re likely already doing something you’re nervous about, with a “room” full of silent eyes...

Video

The Biggest Pain Points of Using a CRM

Video

The Biggest Pain Points of Using a CRM

In this video, Gui Costin gives an overview of the major pain points most investment sales teams encounter when using a CRM, and how to overcome them.

eBook

February Public Pension Meeting Notes

eBook

February Public Pension Meeting Notes

This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Video

The Critical Information Every Salesperson Needs in Their CRM

Video

The Critical Information Every Salesperson Needs in Their CRM

In this video, Gui Costin gives an overview of the critical information every investment sales team should be capturing and updating within their CRM. 

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RIA Database vs. Dakota Marketplace: Which is Right For You?

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RIA Database vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...

Video

Who is Paradise for Salesforce a Fit For?

Video

Who is Paradise for Salesforce a Fit For?

In this video, Gui Costin gives an overview of what types of sales teams can benefit from Dakota's Paradise for Salesforce App. 

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5 Major Benefits of Logging Meetings in Your CRM

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5 Major Benefits of Logging Meetings in Your CRM

Have you struggled with getting your sales team embrace entering meeting details in your CRM? Or, have they entered the meetings, but not the meeting notes?  If you answered yes to either of these...

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Money Market Directory vs. Dakota Marketplace: Which is Right For You?

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Money Market Directory vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...

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What Makes a Good Company Culture? How Dakota Sets Itself Apart

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What Makes a Good Company Culture? How Dakota Sets Itself Apart

If you’ve ever left a job or spent any time on LinkedIn, chances are you’ve probably heard that “people don’t leave bad jobs, they leave bad managers.” You know the posts, they’re usually in a...

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Discovery Data vs. Dakota Marketplace: Which is Right For You?

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Discovery Data vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...

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Top RIAs on the East Coast of Florida

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Top RIAs on the East Coast of Florida

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)

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The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)

As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is mentioned. We’ve all done it.  CRMs have long since gotten a bad reputation within the industry....

eBook

January Public Pension Meeting Notes

eBook

January Public Pension Meeting Notes

This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.  

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Dakota Rainmaker: Which Sales Training Course is Right For You?

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Dakota Rainmaker: Which Sales Training Course is Right For You?

If you're new to any industry, you know how critical the first few months can be. You're trying to hit the ground running while learning everything you can about your new firm, and trying to make an...

Video

CRM Adoption for Investment Firms: An Overview With Gui Costin

Video

CRM Adoption for Investment Firms: An Overview With Gui Costin

In this video, Dakota CEO Gui Costin answers some frequently asked questions about CRM Adoption for investment firms.

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5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM

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5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM

So, you need a CRM for your investment sales team.  You want to capture leads, report on your pipeline, and ensure that you’re following up in a timely manner after meetings — this is a great thing....

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10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)

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10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)

As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re tired of hearing about how important it is to enter data and meeting notes into your CRM. As a team of...

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Top 10 RIA Firms in the Austin Metro Area

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Top 10 RIA Firms in the Austin Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

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Investment Industry Trends to Watch in 2022

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Investment Industry Trends to Watch in 2022

The start of a new year, especially one that marks the start of our third year of a pandemic, can be unpredictable. It’s safe to say that no one can quite predict what’s coming next with the...

eBook

The Ultimate Guide to Video for Investment Firms

eBook

The Ultimate Guide to Video for Investment Firms

Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get...

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Top 5 RIA Firms in San Antonio

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Top 5 RIA Firms in San Antonio

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

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Top 10 RIA Firms in the Charlotte Metro Area

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Top 10 RIA Firms in the Charlotte Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

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Top 10 RIAs in the Milwaukee Metro Area

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Top 10 RIAs in the Milwaukee Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

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Top 10 RIAs in the St. Louis Metro Area

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Top 10 RIAs in the St. Louis Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

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Top 10 RIA Firms in the Cincinnati Metro Area

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Top 10 RIA Firms in the Cincinnati Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of it. The RIA market...

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Top 10 RIA Firms in the Minneapolis Metro Area

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Top 10 RIA Firms in the Minneapolis Metro Area

If you're in investment sales, you already know that one of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA market...

eBook

December Public Pension Meeting Notes

eBook

December Public Pension Meeting Notes

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.  

eBook

The Investment Firm's Guide to CRM Adoption

eBook

The Investment Firm's Guide to CRM Adoption

Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM. 

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8 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

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8 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

In investment sales, it’s all about getting meetings with new prospective clients and those that are clients of yours already. As you juggle several tasks a day, it’s critical to stay on top of your...

eBook

November Public Pension Meeting Notes

eBook

November Public Pension Meeting Notes

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.  

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The 6 Things You Need to Know When Starting An Investment Sales Career

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The 6 Things You Need to Know When Starting An Investment Sales Career

As individuals, we’ve been taught to react at face value and assume someone else has thought of all the implications. This is not true for the workplace, there’s a whole new set of expectations - to...

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Why Your Investment Sales Team is CRM-Resistant — And How to Change That

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Why Your Investment Sales Team is CRM-Resistant — And How to Change That

As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data updated and fresh. We know you know this, and yet, it’s still the worst part of your day.  As a...

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Investment Mandates: Which Will Keep You Up-to-Date? FINSearches, Mandate Wire, and Dakota Searches

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Investment Mandates: Which Will Keep You Up-to-Date? FINSearches, Mandate Wire, and Dakota Searches

Picture this: you learn about a new institutional investment search within your asset class. It looks like a great fit, but it’s already been posted for long enough that you’re scrambling to get...

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11 Salesforce Integration Apps to Improve Investment Sales Productivity

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11 Salesforce Integration Apps to Improve Investment Sales Productivity

If you're in investment sales, you already know how critical it is to keep your CRM updated. We know that for many of us, it's the lifeblood of the company, keeping you and your team on track and...

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How to Use City Scheduling For Investment Sales Success

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How to Use City Scheduling For Investment Sales Success

If you're in investment sales, you already know that meetings are everything. In order to have success as an investment firm, you need to set up and get meetings. You're probably tired of hearing...

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5 of the Best Investment Sales Training Programs to Kick Off 2022

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5 of the Best Investment Sales Training Programs to Kick Off 2022

Think of the last time you started a new job. What was your training like? Did you have the resources you needed to hit the ground running? In most cases, no matter how diligent the firm, the answer...

eBook

October Public Pension Meeting Notes

eBook

October Public Pension Meeting Notes

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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3 Tips for Presenting to a Public Pension Board

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3 Tips for Presenting to a Public Pension Board

Walking into a board meeting to pitch a final presentation to the public pension board can be intimidating to say the least. If you're in investment sales, you already know that almost no one looks...

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3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

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3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

If you’re in the investment sales industry, then you already know that getting a meeting, building a relationship, and getting a deal closed is no easy feat.  In fact, you probably know without being...

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How to Write an Effective Investment Sales Email That Gets the Meeting

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How to Write an Effective Investment Sales Email That Gets the Meeting

Let’s start off with a little story about how crazy the investment business is as it's related to email.  Here's the deal - if you raise money for a living, you know one thing is true as true can be:...

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Investment Mandates: What They are and How to Stay Updated on Them

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Investment Mandates: What They are and How to Stay Updated on Them

If you’re in the investment sales business, then you likely already know that staying up-to-date on a rapidly changing industry can feel like a constant, up-hill battle. There are plenty of resources...

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Dakota 2021 - Investment Trends Panel

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Dakota 2021 - Investment Trends Panel

If you missed the 2021 Dakota Conference (or you just want to revisit some of the great discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the transcripts...

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The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

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The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

Picture this: it’s Monday morning and your boss is asking to review your activity reports for the last few weeks. You know you’ve made calls and held meetings — some of them have gone really well....

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Dakota 2021: Platform Panel Interview

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Dakota 2021: Platform Panel Interview

If you missed the 2021 Dakota Conference (or you just want to revisit some of the great discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the transcripts...

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Dakota 2021: Blockchain Discussion with Dan Tapiero

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Dakota 2021: Blockchain Discussion with Dan Tapiero

If you missed the 2021 Dakota Conference (or you just want to revisit some of the great panels and discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the...

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Dakota 2021: Fundraising Trends Post-COVID

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Dakota 2021: Fundraising Trends Post-COVID

If you missed the 2021 Dakota Conference (or you just want to revisit some of the great discussions that were had), don’t worry. In addition to full, streamable videos, we’re sharing the transcripts...

eBook

September Public Pension Meeting Notes

eBook

September Public Pension Meeting Notes

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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7 Common Mistakes Investment Salespeople Make — And How to Fix Them

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7 Common Mistakes Investment Salespeople Make — And How to Fix Them

If you’re in investment sales, you’re no doubt already familiar with the prolonged, high-stakes, high-pressure environment that is common within the industry. Whether you’re early in your career or a...

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The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

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The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

If you sell in the RIA channel, you already know that there are no shortage of firms to call on within the United States. However, you probably also know how difficult it is to determine which are...

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The 8 Best CRMs for Private Equity Firms

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The 8 Best CRMs for Private Equity Firms

Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks ago, even a month ago? You know you have to follow up, but you’re just not sure with whom. It’s a...

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The 5 Best Email Platforms for Investment Firms

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The 5 Best Email Platforms for Investment Firms

We all spend a lot of our days sending emails. Now imagine if you had the tools to make that process more streamlined, faster, and easier to report on. It’s a great image, right? We think so, too. ...

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20+ Reasons to Start Your Career in SaaS Sales

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20+ Reasons to Start Your Career in SaaS Sales

Graduating from — or even starting — college in an uncertain environment like the one we are currently in can be daunting. You might not know yet what you want to do after graduating, what to major...

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The Largest Public Pension Allocations to Private Equity by Consultant in 2021

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The Largest Public Pension Allocations to Private Equity by Consultant in 2021

Understanding where public pension funds are investing can be a huge piece of an investment salesperson’s day. However, we know that it can also be a very time consuming undertaking, given the sheer...

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The Largest Public Pension Allocations to Equities by Consultant in 2021

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The Largest Public Pension Allocations to Equities by Consultant in 2021

Understanding where public pension funds are making their investments can be a huge piece of an investment salesperson’s day. However, we know how time consuming this undertaking can be, especially...

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The Largest Public Pension Allocations to Private Real Estate by Consultant in 2021

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The Largest Public Pension Allocations to Private Real Estate by Consultant in 2021

Understanding where public pension funds are making their investments can be a huge piece of an investment salesperson’s day. However, it can also be a time consuming task, given the sheer number of...

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The Largest Public Pension Allocations to Private Credit by Consultant in 2021

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The Largest Public Pension Allocations to Private Credit by Consultant in 2021

As an investment salesperson, we know it’s incredibly important to know exactly where public pension funds are making their investments. However, we also know that keeping up with those details can...

eBook

August Public Pension Meeting Notes

eBook

August Public Pension Meeting Notes

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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The 9 Largest Public Pension Allocations to Hedge Funds in 2021

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The 9 Largest Public Pension Allocations to Hedge Funds in 2021

Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...

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The 10 Largest Public Pension Allocations to Private Credit in 2021

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The 10 Largest Public Pension Allocations to Private Credit in 2021

Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...

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The Top 10 Largest Public Pension Allocations to Private Real Estate of 2021

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The Top 10 Largest Public Pension Allocations to Private Real Estate of 2021

Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...

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The Top 10 Largest Public Pension Allocations to Private Equity of 2021

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The Top 10 Largest Public Pension Allocations to Private Equity of 2021

Staying up-to-date on where public pension funds are making their investments can be a critical part of an investment salesperson’s day to day. However, it can also be an incredibly time consuming...

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How to Hire, Train, Lead, and Manage for Real Success in the RIA Channel

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How to Hire, Train, Lead, and Manage for Real Success in the RIA Channel

Have you ever felt like you should be raising money within the RIA channel, only to wonder whether or not it’s really worth the time and effort? Or worse, have you tried and failed to penetrate this...

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The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

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The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

Let me paint you a picture I’m sure you’ve seen before: you’re sitting at your desk trying to look for updates on public pension funds. You’ve come across a few, but one needs an RFP that is due in...

eBook

July Public Pension Meeting Notes

eBook

July Public Pension Meeting Notes

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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7 Key Hiring Trends to Know About Post-Pandemic

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7 Key Hiring Trends to Know About Post-Pandemic

It’s no secret that since the world started returning to a new semblance of normal following the Coronavirus pandemic, there has been a distinct shortage of labor throughout the country. There are...

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A Step-by-Step Guide to Accessing Emerging Manager Programs at Public Pensions

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A Step-by-Step Guide to Accessing Emerging Manager Programs at Public Pensions

It’s never easy launching a new strategy at a new firm, especially when approaching potential allocators. It can be overwhelming knowing who to call, doing the outreach, and following up. This is why...

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How to Post an Effective Investment Sales Job Using Dakota Jobs

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How to Post an Effective Investment Sales Job Using Dakota Jobs

Have you ever posted a job for your firm, only to have it take much, much longer than expected to fill the role? Have you hired someone who didn’t meet your firm’s expectations, or left in a...

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8 Things Every Investment Firm's Tech Stack Should Include

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8 Things Every Investment Firm's Tech Stack Should Include

If you work at an investment firm, you know that every meeting matters. What you do before, during, and after those meetings matters, though, too. In fact, at Dakota, we like to think that it’s the...

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Two Email Types Every Investment Firm Should Know About — And When to Use Them

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Two Email Types Every Investment Firm Should Know About — And When to Use Them

If you’re a salesperson, you already know how important email is to getting a meeting. After all, nothing can happen without that initial meeting, so it’s critical that we are continually testing...

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7 Trends Driving Alternative Investments in RIAs and MFOs

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7 Trends Driving Alternative Investments in RIAs and MFOs

If you’re in the Alternative investment industry and wonder if calling on the RIA channel is worth the effort, you’re not alone.  Plenty of investment sales people have the same debate, and spend a...

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The One Golden Rule of Sales

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The One Golden Rule of Sales

Sales has a million different components that lead to success. These can be anything from handling objections, product knowledge, active listening, among others. More than that, your strategy and...

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3 Ways to Increase CRM Adoption Across Your Sales Team

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3 Ways to Increase CRM Adoption Across Your Sales Team

A CRM is one of the most important assets for any sales team because it houses all their leads and data. What matters is the information you put in, otherwise it’s just a container. Think of your CRM...

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3 of the Most Common Sales Myths Debunked

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3 of the Most Common Sales Myths Debunked

Another day goes by with minimal meetings set up for the future. You and your sales team are wondering what’s going on — maybe it’s something to do with the market or just something in the air.  If...

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How to Bring Your Investment Firm's Story to Life

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How to Bring Your Investment Firm's Story to Life

In investment sales, there’s a huge focus on getting the meeting, often at the expense of crafting a strong pitch. That oversight represents a critical misstep.  Anytime you make a pitch, there’s a...

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What is TAM and How Does It Relate to Sales?

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What is TAM and How Does It Relate to Sales?

If you’re a salesperson, you already know exactly how important it is to always have a pool of leads to pull from and pitch to. It’s what makes your job possible. But having and calling on those...

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7 Things Every Investment Sales Person Should Do Before a Meeting

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7 Things Every Investment Sales Person Should Do Before a Meeting

Setting up meetings is the first step in the process to raising money. After all, no sale can happen without that meeting.  As an investment sales person, you already know that getting a meeting can...

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5 Reasons Your Investment Sales Emails Aren’t Getting Read — And How to Fix It

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5 Reasons Your Investment Sales Emails Aren’t Getting Read — And How to Fix It

As the world slowly opens back up and more in-person meetings are being set, it’s important to know how to ask for those meetings. To do that, you’ll have to send an email that not only gets opened,...

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Public Pension Fund Investment Strategy: 3 Tips to Know Before Calling

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Public Pension Fund Investment Strategy: 3 Tips to Know Before Calling

Building relationships with public pension funds can be a difficult undertaking. The space is so broad, and contains so many decision makers at every level, from government organizations to outside...

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6 Leading RIAs in the Pittsburgh Metro Area

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6 Leading RIAs in the Pittsburgh Metro Area

One of the biggest problems when selling to the RIA channel is the size of the market — it can be overwhelming trying to penetrate a channel this size.  The RIA marketplace across the United States...

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How to Get Started as an Emerging Manager [Video]

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How to Get Started as an Emerging Manager [Video]

In any field, starting something new can be daunting. If you’re here, you no doubt know the level of uncertainty that comes with the process of creating an investment strategy.  At Dakota, we’ve been...

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Creating Videos Of Your Portfolio Managers: 3 Tips For Videos Your Sales Team Will Actually Use

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Creating Videos Of Your Portfolio Managers: 3 Tips For Videos Your Sales Team Will Actually Use

In a world without in-person meetings, you’ve likely already been told how important it is to incorporate video into your sales and marketing strategies. And while it’s true that video is key to...

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How to Use Salesforce to Create a Killer Follow-Up System

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How to Use Salesforce to Create a Killer Follow-Up System

If you’ve ever found yourself staring down a pipeline of prospects, unsure what to do next or who to follow up with, you’re not alone. In fact, a lot of salespeople find themselves more than prepared...

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Investment Data Solutions: Which is Right For Your Firm?

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Investment Data Solutions: Which is Right For Your Firm?

If you’re in the investment industry, you know how hard it can be to trust a database that promises to do it all: provide clean data, ensure you have new leads, and update the accounts and contact...

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What is Fuse for Salesforce? The Benefits of an All-in-One Data Solution

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What is Fuse for Salesforce? The Benefits of an All-in-One Data Solution

If you’ve ever looked at your CRM or your database of accounts and contacts and felt overwhelmed by the amount of outdated or stale data within it, you’re not alone. Data gets outdated quickly in...

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The Top 5 Resources for Investment Sales Professionals

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The Top 5 Resources for Investment Sales Professionals

These days, we’re all trying to maximize our time and become the best, most efficient versions of ourselves. With to-do lists that only seem to get longer, and the days blurring together, it’s not...

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3 Tips for Following Up After an Institutional Investor Meeting

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3 Tips for Following Up After an Institutional Investor Meeting

Picture this: you’re leaving a meeting with an institutional investor after doing outreach for months, and planning for the meeting itself for hours. The pitch went well, and they seem interested,...

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The 3 Key Benefits of Joining the Dakota Live! Call

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The 3 Key Benefits of Joining the Dakota Live! Call

If you’re an investment salesperson, you likely have one primary goal: finding the right people to call on so that you can raise more capital. We know because we’re out there doing this too.  We know...

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How to Host a Quarterly Webinar for Asset Managers

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How to Host a Quarterly Webinar for Asset Managers

If you’re an asset manager, you already know how quickly January turns to March, signaling the end of another quarter, and with it, the need to report on your quarterly performance.  If you find...

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5 Steps for Beginning Emerging Managers

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5 Steps for Beginning Emerging Managers

In any field, starting something new can be daunting. If you’re reading this, you no doubt know the level of uncertainty that comes with the process of creating an investment strategy. Networking,...

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A Guide to Video for Investment Firms

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A Guide to Video for Investment Firms

If you’re struggling to build relationships and get your strategy in front of the right people without hours of Zoom calls and meetings, you’re not alone.  As we approach the one year mark of life in...

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Choosing the Right Institutional Investor Database: 4 Key Considerations

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Choosing the Right Institutional Investor Database: 4 Key Considerations

If you’re constantly scrambling to find people — the right people — to call on and set meetings with, you’re not alone. We’ve all felt the pressure to ramp up outreach and calls and close more...

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The Best Institutional Investor Databases of 2021

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The Best Institutional Investor Databases of 2021

With the start of a new year comes the promise of new goals, new plans, and starting all over again on meeting quotas and closing deals with your firm.  It’s as daunting as it is exciting.  Here at...

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Top 10 Institutional Asset Allocation Trends to Watch in 2021

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Top 10 Institutional Asset Allocation Trends to Watch in 2021

With the new year underway and the return to business complete, you’re no doubt feeling the pressure to increase this, enhance that, and better yourself and your business in every possible way. It...

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The Top 10 Consultants to Watch in 2021

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The Top 10 Consultants to Watch in 2021

At Dakota, we’ve been raising capital since 2006, and have raised over $30 billion dollars over the last fourteen years. In that time we’ve also established Dakota Marketplace, a database of accounts...

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14 Questions to Ask Before You Buy an Institutional Investor Database

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14 Questions to Ask Before You Buy an Institutional Investor Database

Imagine finding the perfect piece of software that will totally transform how you and your team do business. Whether it’s a CRM, a new institutional investor database, or something else entirely, you...

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The 10 Public Pension Funds to Watch in 2021

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The 10 Public Pension Funds to Watch in 2021

It might seem like public pensions are a thing of the past given the general declining use of pensions as a retirement vehicle. However, public pension plans remain one of the most important and...

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4 Common Institutional Investor Database Myths

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4 Common Institutional Investor Database Myths

Have you ever sat down to start your day, only to find your inbox flooded with other salespeople offering to sell you a “database” of accounts and contacts? If the answer is yes, we can guarantee...

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The Top Fund of Funds to Watch in 2021

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The Top Fund of Funds to Watch in 2021

We know that one one of the biggest challenges faced by alternative investment sales professionals within the fund of fund channel is knowing the underlying fund’s area of focus, and who to call on. ...

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In-house vs. Outsourced Data Management: Which is Right for You?

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In-house vs. Outsourced Data Management: Which is Right for You?

Did you know that 65% of people's job titles change every year? That number is staggering, but if you’re an investment sales professional, it probably doesn't come as too much of a surprise to you....

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How to Build Community Through World Class Virtual Events in 2021

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How to Build Community Through World Class Virtual Events in 2021

What does an 85,000 word work of Harry Potter fanfiction, a man obsessed with The Grateful Dead, and the investment industry have in common?  On the surface? Nothing.  In practice? They all have the...

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CRM vs. Institutional Investor Databases: Why You Need Both

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CRM vs. Institutional Investor Databases: Why You Need Both

Is this a familiar scene? It’s a Monday morning and time to start your outreach for the week. To be successful this week you need to get started setting up meetings and making calls right away. Then...

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How to Overcome the Challenges of the RIA Channel

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How to Overcome the Challenges of the RIA Channel

We know that as an investment sales professional, the RIA Channel is one of the most dynamic and exciting channels to sell your investment strategy to — however, it’s also one of the most...

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5 Benefits of Adding an Additional Marketplace User

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5 Benefits of Adding an Additional Marketplace User

If you’re a Marketplace member, chances are you already know the benefits that come from a Marketplace subscription.  If you’re not a Marketplace member, well, don’t take our word for it — in a...

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How Much Does Dakota Marketplace Cost?

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How Much Does Dakota Marketplace Cost?

Institutional databases come in a variety of functionalities and channel specialties, and, of course, a variety of costs. It can be overwhelming to decide how much you should spend, and harder still...

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Discovery Data vs. Preqin vs. Dakota Marketplace: Which Institutional Investor Database is Right For Me?

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Discovery Data vs. Preqin vs. Dakota Marketplace: Which Institutional Investor Database is Right For Me?

It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...

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The Not-So-Hidden Cost of Inaccurate and Incomplete Investment Industry Data

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The Not-So-Hidden Cost of Inaccurate and Incomplete Investment Industry Data

Did you know that 62% of organizations rely on marketing and prospect data that’s up to 40% inaccurate? Or that 65% of people’s titles and/or job function change annually? It seems daunting, right?...

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Top 100 RIA Firms 2020

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Top 100 RIA Firms 2020

The RIA Channel is one of the most dynamic channels to cover and call on for an investment sales professional. However, there are two problems that we face when selling to RIAs: The first is “Where...

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3 Benefits of an Institutional Investor Database

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3 Benefits of an Institutional Investor Database

Imagine you’re a salesperson, facing the pressure that comes with finding the right industry contacts to call on. Whether you’re working to meet a quota or raise a certain amount in assets, one thing...

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Dakota Marketplace: What to Expect From Your Subscription

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Dakota Marketplace: What to Expect From Your Subscription

We know that choosing an institutional investor database is a big decision. We also know that for many people within the investment industry, “database” is often considered a dirty word, associated...

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The 44 Most Common ESG, D&I, and Pandemic RFP Questions

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The 44 Most Common ESG, D&I, and Pandemic RFP Questions

ESG, Diversity and Inclusion, and how your firm is handling operations during the current pandemic are all becoming very hot topics on RFP questionnaires. The heightened awareness of these issues are...

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5 Tips for Sales Success Without Conferences and Travel

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5 Tips for Sales Success Without Conferences and Travel

It feels unnecessary to still be saying that we’re in “unprecedented times” when we’ve been in this “new normal” for over six months now, and most of us have established new routines, new goals, and...

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Two Sales Tools That Help Streamline Meetings

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Two Sales Tools That Help Streamline Meetings

Imagine the end of a successful day; you’ve done the work, built the relationship, and landed a meeting with a prospect. This is great news, and a great opportunity for you to grow your client base...

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Institutional Investor Databases: Common Contract FAQ's

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Institutional Investor Databases: Common Contract FAQ's

As Dakota Marketplace continues to grow and bring on more subscribers and clients, there are a few questions we receive about the product and corresponding contract that pop up time and time again....

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3 Email Tips that Drive Engagement and Help Land Meetings

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3 Email Tips that Drive Engagement and Help Land Meetings

More than ever, people are relying on digital communication to meet and connect with clients and prospects. Since we can’t always meet face to face, email has become more important than ever when it...

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Top 10 RIA Firms in the Washington, D.C. Metro Area

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Top 10 RIA Firms in the Washington, D.C. Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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Top 10 RIA Firms in the Philadelphia Metro Area

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Top 10 RIA Firms in the Philadelphia Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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Top 10 RIA Firms in the Dallas Metro Area

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Top 10 RIA Firms in the Dallas Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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Top 10 RIA Firms in the San Francisco Metro Area

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Top 10 RIA Firms in the San Francisco Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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Top 10 RIA Firms in the Los Angeles Metro Area

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Top 10 RIA Firms in the Los Angeles Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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Top 10 RIA Firms in the Denver Metro Area

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Top 10 RIA Firms in the Denver Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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Top 10 RIA Firms in the Atlanta Metro Area

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Top 10 RIA Firms in the Atlanta Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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Top 10 Leading RIAs in the Chicago Metro Area

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Top 10 Leading RIAs in the Chicago Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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Top 10 RIA Firms in the New York Metro Area

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Top 10 RIA Firms in the New York Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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Institutional Investor Data: 3 Best Tools to Keep It Up-to-Date

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Institutional Investor Data: 3 Best Tools to Keep It Up-to-Date

A problem that a lot of sales professionals in the financial services industry face is an exceedingly high turnover rate. People typically remain within the industry, leaving one firm for another...

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How Does An Institutional Investment Firm Benefit From a CRM?

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How Does An Institutional Investment Firm Benefit From a CRM?

A CRM is far more than a database of accounts and contacts, but most people confuse the true purpose of a CRM. While it’s nice to have salespeople adopt it, upload call notes, and capture their email...

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How to Launch a Mutual Fund: 5 Questions to Ask Before You Act

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How to Launch a Mutual Fund: 5 Questions to Ask Before You Act

If you’re considering launching a mutual fund, there is a lot to work through before you take any initial steps. First, ask yourself: why do you want to launch the fund? A mutual fund is one separate...

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Top 10 RIA Firms in the Boston Metro Area

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Top 10 RIA Firms in the Boston Metro Area

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000...

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How to Plan a Live Event or Webinar: 4 Tips for Success

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How to Plan a Live Event or Webinar: 4 Tips for Success

We have been fortunate at Dakota to host many events, including three conferences, and numerous virtual panels – all of them live. This means that once the recording button is pressed, there’s no...

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Starting an RFP? These Are the Top 80 Questions You Need to Answer

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Starting an RFP? These Are the Top 80 Questions You Need to Answer

  Most investment management companies that exist today consider a Request for Proposal (RFP) the foundation of their due diligence process when researching an investment strategy. Investing time in...

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Dakota Marketplace Frequently Asked Questions

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Dakota Marketplace Frequently Asked Questions

What is Dakota Marketplace? Dakota Marketplace is an institutional investor and RIA database created and maintained by the sales team at Dakota Investments who has used Marketplace to raise over $30...

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Institutional Investor Databases: What Do They Cost?

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Institutional Investor Databases: What Do They Cost?

List of Top Institutional Investor Databases 2020 (with Estimated Pricing) The following is a list of the top institutional investor databases for investment sales professionals. Usually, the...

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Launching a Mutual Fund? Top Series Trust Providers to Consider

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Launching a Mutual Fund? Top Series Trust Providers to Consider

Overview If you are considering launching a mutual fund, there are a number of factors that you have to consider. At Dakota, we have been marketing and selling mutual funds since 2006, and have...

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Is the RIA Channel Right For You?: 7 Questions to Ask Before Your Next Meeting

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Is the RIA Channel Right For You?: 7 Questions to Ask Before Your Next Meeting

Even if you’re new to the RIA channel, you likely already know that it’s one of the fastest-growing channels in the industry, making it an incredibly attractive channel for investment firms to call...

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3 Problems to Consider When Buying an Institutional Investor Database (and How to Solve Them)

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3 Problems to Consider When Buying an Institutional Investor Database (and How to Solve Them)

If there is one thing we’ve learned since launching our own institutional investor database, it’s that the word “database” is something of a dirty word. Our standard competitors and compatriots (and...

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The 14 Best CRMs for Investment Firms to Consider in 2022

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The 14 Best CRMs for Investment Firms to Consider in 2022

If you’re in the process of researching a CRM for your investment firm, chances are you already have an idea of the value a CRM can bring to your business. From data integrity to better client...

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RIA Databases: 8 Things to Look for When Purchasing

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RIA Databases: 8 Things to Look for When Purchasing

RIA databases can be a helpful tool that reduces prospecting time and gets you closer to identifying the right RIAs who allocate capital to outside managers. By providing you with a list of contacts,...

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The Institutional Investor Meeting: 7 Ways to Professionalize Your Pitch

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The Institutional Investor Meeting: 7 Ways to Professionalize Your Pitch

There is a lot of time, money, and energy spent in getting a meeting with a potential institutional investor. However, there is not always the same level of dedication to mastering what you do when...

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