Daily institutional investing news from II magazine. Writing the inside story on all things asset management since 1967.
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As oil prices surpass $100 per barrel amid ongoing geopolitical tensions, Conning’s Cindy Beaulieu warns that the Federal Reserve must act to prevent inflation from spreading, a concern for institutional investors monitoring market stability. okt.to/2Ut0qc
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David Kushner, awarded Public Pension CIO of the Year, has built a private markets structure for the City of Austin Employees’ Retirement System. This strategic development prepares the fund for future investment opportunities. okt.to/Z9FfsE
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Tiger Global has recently made follow-on investments in three private robotics companies, including a $31 million funding for Vecna Robotics. This trend signals ongoing confidence in automation among institutional investors. okt.to/qNahIf
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J.P. Morgan Asset Management says over $800 billion has been invested in AI through July 2026, with projections reaching $1.2 trillion by decade's end. Institutions must adapt their risk management to reflect the influence of AI across asset classes. okt.to/wNJfuO
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Creative Planning's acquisition of RVK adds to trend where large wealth managers are acquiring independent institutional advisors, signaling a shift in the advisory model. This affects institutional investors considering the meaning of independent advice. okt.to/wgDnKM
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With oil surpassing $100 a barrel, Conning’s Cindy Beaulieu cautions that the Federal Reserve must act to prevent inflationary pressures from escalating further. Asset managers should closely monitor these developments. okt.to/ZIHpR6
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Electra Therapeutics is set to sell 21.7 million shares priced between $14 and $16, potentially raising $325 million. This IPO marks a significant opportunity for hedge funds anticipating a resurgence in biopharma offerings. okt.to/JefrEC
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David Kushner of the City of Austin Employees’ Retirement System was named Public Pension CIO of the Year for developing a private markets structure over four years, positioning the fund for future opportunities. Read more: okt.to/L1Y6Ie
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Evaluating an Agent Lending Provider okt.to/2aIn3Q
Sponsored by @Fidelity
#securitieslending #RiskManagement #InstitutionalInvesting #capitalmarkets
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Colleges with endowments below $100 million are increasingly utilizing restricted funds to manage rising costs, with nearly 200 private colleges reported to have borrowed from these endowments in 2025, marking a 54% increase since 2021. okt.to/5MADao
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University endowments that invested early in SpaceX, like the University of Colorado Foundation, report returns exceeding 20%, highlighting a significant performance gap among allocators. This raises questions on future asset allocation strategies. okt.to/DVJpls
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Colleges with endowments below $100 million are relying on restricted funds, with nearly 200 private colleges using these reserves in 2025, a 54% rise since 2021. This trend raises questions about financial sustainability for smaller institutions. okt.to/7KXfvA
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Electra Therapeutics plans to sell 21.7 million shares at $14-$16 each, aiming for $325 million in proceeds. This IPO could signal renewed interest in biopharma offerings, following recent successes. okt.to/u5OXP4
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AI Will Help CFM Discover New Sources of Alpha
okt.to/X8cnyk
Sponsored by CFM
#ArtificialIntelligence #QuantitativeInvesting #AlphaGeneration
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With oil prices exceeding $100 a barrel, Conning’s Cindy Beaulieu warns the Federal Reserve of potential inflationary effects. This situation poses challenges for monetary policy as energy prices remain high. okt.to/YqUiwH
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As AI investment exceeds $800 billion, JPMAM urges institutions to reassess traditional diversification strategies. The blending of AI risks across asset classes may complicate risk management and investment opportunities. okt.to/b2Wi3y
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2026 Hedge Fund Roundtable | The AI Opportunity Through a Hedge Fund Lens
okt.to/c5o94V
Sponsored by @Wellington_Mgmt
#HedgeFunds #ArtificialIntelligence #InvestmentStrategy
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Tiger Global Management's $31 million investment in Vecna Robotics underscores the firm's continued commitment to automation in the supply chain. This trend signals significant opportunities for institutional allocators focusing on robotics innovation. okt.to/sUte3k
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Hedge funds navigated August's volatility, gaining 1.1% as per PivotalPath’s Composite Index. Notably, the Global Macro and Managed Futures indices surged 2.4%, reflecting strategic adaptations to policy interventions. okt.to/ta7Gkp
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Research from OCIO Analytics indicates a median return of 15.3% among 712 endowments for the fiscal year ending June 30, revealing a significant 18% performance gap between top and bottom performers. This disparity calls for scrutiny among asset managers. okt.to/cp2719
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