Investment Insights Koncheng Moua, Director of Data Management and Strategy | August 8, 2023

July 2023 Public Plan Commitment Summary

In the month of July, Dakota tracked a total of approximately $9.6 billion across 100 investments....

June was a busy month as commitments made totaled $13.9 billion across 148 investments. 50...

Investment Insights Gui Costin, Founder, CEO | June 8, 2023

The month of May saw: Subdued markets in May led to a small increase in funded status from 74.5% to...

Investment Insights Gui Costin, Founder, CEO | June 6, 2023

For the first time in over a year, the capital markets treated allocators well in both fixed income...

Sales Best Practices Gui Costin, Founder, CEO | May 25, 2023

If you're in the investment sales business, or you're thinking about becoming an investment...

RIA Insights Gui Costin, Founder, CEO | May 24, 2023

Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190...

RIA Insights Gui Costin, Founder, CEO | May 19, 2023

Regional banking news continued to occupy the headlines through March and continued to be a...