DakotaInsights

Reports & Ebooks

The latest resources, trends and insights to help make fundraising and deal sourcing simpler.

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Fundraising is hard. Deal Sourcing is hard. Dakota’s data makes both easier.

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Top 10 New RIAs Added to Dakota Marketplace: September 2026

By: Sammy Wilson, Investment Research Associate October 29, 2026

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The Top 10 Dividend ETFs Held by RIAs

By: Morgan Holycross, Marketing Manager October 29, 2026

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Top Investment Consultants to UK Charities: 2026 League Table

By: James Goodman, Head of International October 28, 2026

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Top 10 Sectors Family Offices Invest In: September 2026

By: Cate Costin, Marketing Associate October 28, 2026

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How to Use Form ADV Ownership, Private Fund, and SMA Data to Qualify Advisers

By: Morgan Holycross, Marketing Manager October 28, 2026

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AIFMD II for US Fund Managers: What Changed in 2026

By: Morgan Holycross, Marketing Manager October 28, 2026

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The Top 10 International Bond ETFs Held by RIAs

By: Morgan Holycross, Marketing Manager October 28, 2026

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Venture Capital Vintage 2012: A High-Level Performance Read

By: Sammy Wilson, Investment Research Associate October 28, 2026

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5 Performance Data Fields Allocators Search For First (And Why)

By: Cate Costin, Marketing Associate October 28, 2026

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How Fund Managers Win UCITS Sub-Advisory Mandates in Europe: A Fundraising Guide

By: James Goodman, Head of International October 27, 2026

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Who Decides at a UK Charity? The Investment Decision-Maker Map

By: James Goodman, Head of International October 27, 2026

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10 Takeaways from The Dakota Way Sales Coaching

By: Cate Costin, Marketing Associate October 27, 2026

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The Top 10 US Small Cap ETFs Held by RIAs

By: Morgan Holycross, Marketing Manager October 27, 2026

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Top Family Offices Making Direct Investments: September 2026

By: Cate Costin, Marketing Associate October 27, 2026

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Why ETFs Matter in 2026: What Every Fund Salesperson Should Know

By: Cate Costin, Marketing Associate October 27, 2026

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Venture Capital Fund Performance Benchmarks by Vintage

By: Peter Harris, Investment Research Associate October 27, 2026

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Top 10 Family Offices in Switzerland: 2026 Guide

By: Cate Costin, Marketing Associate October 27, 2026

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Data Lag in Private Equity: How It Skews Fund Comparisons

By: Morgan Holycross, Marketing Manager October 26, 2026