May 2023 Public Plan Commitment Summary

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

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Gui Costin, Founder, CEO | June 6, 2023

Q1 2023 ETF Recap

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

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skyline Gui Costin, Founder, CEO | May 19, 2023

April 2023 Financial Advisor and RIA Moves and Acquisitions

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

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city Gui Costin, Founder, CEO | May 11, 2023

Public Plan Commitments Summary for April 2023

April public pension plan commitment summary points: Noise around regional and local banks...

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city Gui Costin, Founder, CEO | May 10, 2023

13F Equity Sub-Asset Class Trends Q4 2022

Last update we took a very high-level look at the asset class level filings and dollar flows into...

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city Morgan Holycross, Marketing Manager | May 8, 2023

The Top RIAs in the Top 5 Metro Areas for 2023

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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skyline Gui Costin, Founder, CEO | April 27, 2023

The Top 13F Equity Holders by Sub-Asset Class

With allocators taking advantage of tax loss selling in equities, and positioning their portfolios...

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