Institutional Investor

T. Rowe Price's recent restructuring emphasizes a shift in how consultants are engaged, positioning them as clients rather than intermediaries. This change reflects the evolving dynamics in the asset management landscape. Learn more about how this could impact institutional allocations. #ConsultantRelations #AssetManagement https://okt.to/saovik

Asset managers are taking a measured approach to AI spending, maintaining current levels on frontline employees while only modestly increasing technology investments. New research indicates a cautious strategy in the face of rapid tech advancements. Read more about the implications for the industry. #AssetManagement #AI https://okt.to/HBitSm

Voting now for Institutional Investor’s 𝟵𝘁𝗵 𝗔𝗻𝗻𝘂𝗮𝗹 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗼𝗿𝘀’ 𝗖𝗵𝗼𝗶𝗰𝗲 𝗔𝘄𝗮𝗿𝗱𝘀. Who exemplifies leadership, credibility, intellectual rigor, and integrity in endowment and foundation investing? Make your voice heard by voting today! Get involved now: https://okt.to/bpxF0Z Institutional Investor is proud to recognize and celebrate outstanding talent across the following category: 𝗘𝗻𝗱𝗼𝘄𝗺𝗲𝗻𝘁 / 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻 𝗖𝗜𝗢 𝗼𝗳 𝘁𝗵𝗲 𝗬𝗲𝗮𝗿 The finalists include: ⭐ Ed Grefenstette, CEO and CIO of The Dietrich Foundation ⭐ Michelle Knudsen, CIO of New York University ⭐ Bola Olusanya, CIO of the John D. and Catherine T. MacArthur Foundation ⭐ Philip Zecher, CIO of Michigan State University ⭐ Abigail Wattley, CIO of Williams College Learn more about this year’s exceptional finalists here: https://okt.to/OWsJjT Congratulations to all the individuals and organizations nominated. Winners will be honored at the 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗼𝗿𝘀’ 𝗖𝗵𝗼𝗶𝗰𝗲 𝗔𝘄𝗮𝗿𝗱𝘀 𝗗𝗶𝗻𝗻𝗲𝗿, held on Thursday, September 17th, at the Mandarin Oriental in New York City. #AllocatorsChoiceAwards #AllocatorsChoiceAwards2026 #AssetAllocation #Allocators #AssetManagement #InstitutionalInvestor

Podcast- Back to the Future of Direct Lending: The Alpha Edge in the Traditional Middle Market https://okt.to/LYzjIt Sponsored by Fidelity Investments #DirectLending #InstitutionalInvesting #RiskManagement #AlternativeInvestments

The SPAC market is evolving, marked by improved capital formation and tighter regulation. This resurgence is not a mere replay of past mistakes; it's driven by experienced sponsors who understand the complexities involved. Explore how disciplined investment is reshaping this landscape. #SPACs #VentureCapital https://okt.to/DolaZn

Voting now for Institutional Investor’s 𝟵𝘁𝗵 𝗔𝗻𝗻𝘂𝗮𝗹 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗼𝗿𝘀’ 𝗖𝗵𝗼𝗶𝗰𝗲 𝗔𝘄𝗮𝗿𝗱𝘀. Who exemplifies leadership, credibility, intellectual rigor, and integrity in family office investing? Make your voice heard by voting today! Get involved now: https://okt.to/QU1gZl Institutional Investor is proud to recognize and celebrate outstanding talent across the following category: 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗼𝗳 𝘁𝗵𝗲 𝗬𝗲𝗮𝗿 The finalists include: ⭐ Tanya B., Senior Investment Professional at Henry Crown and Company ⭐ Marcus Siezing, CIO of Dillon Trust ⭐ Matt Hershey, CFA, CIO of Marron Capital ⭐ Reshma (Kalimi) Casale Casale, Head of Investments at RCap ⭐ Nicole Sherwood, Founder of Altman Family Holdings Learn more about this year’s exceptional finalists here: https://okt.to/30GYSu Congratulations to all the individuals and organizations nominated. Winners will be honored at the 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗼𝗿𝘀’ 𝗖𝗵𝗼𝗶𝗰𝗲 𝗔𝘄𝗮𝗿𝗱𝘀 𝗗𝗶𝗻𝗻𝗲𝗿, held on Thursday, September 17th, at the Mandarin Oriental in New York City. #AllocatorsChoiceAwards #AllocatorsChoiceAwards2026 #AssetAllocation #Allocators #AssetManagement #InstitutionalInvestor

The US defined contribution asset pool has reached more than $13 trillion and counting—and staying on top of the latest trends, research, and developments in the retirement industry has never been more important.   That's why we launched Retirenomics, Institutional Investor's new LinkedIn newsletter for plan sponsors and retirement plan advisors.   Each edition features what's buzzing on plan sponsors' and advisors' minds, insights from leading firms, upcoming event calendars, and conversations with plan sponsors and advisors on the issues shaping the future of retirement. 📩 Subscribe to receive future editions directly in your inbox. #Retirement #DefinedContribution #401k #PlanSponsors #InstitutionalInvestor

The rapidly growing OCIO industry is bringing foundations and endowments of all sizes deeper into private equity and growth. New data show that the average allocation to private equity and venture capital has nearly doubled over the last five years, with institutions with less than $100 million more than doubled their exposure. “Now, so many endowments and foundations go OCIO, and OCIOs have the capabilities to invest in these asset classes," says OCIO Analytics founder Bradley Alford. Check out the latest by Institutional Investor Senior Writer James Comtois: https://okt.to/hv5CKp

Join us for “Ridgeline as a Trading System” at the TraderForum Equity Trading Summit, November 10-11 at the Loews Coral Gables Hotel. This discussion will explore how forward-looking firms are using Ridgeline's front-to-back platform and unified data to connect trading with the broader investment management ecosystem. Hear firsthand perspectives on implementation, workflow integration, and the practical impact on trading operations before, during, and after execution. Panelists: Eric Perlish, Managing Director, Head of Trading and Risk Analytics, Sands Capital Michael Warlan, CFA, CAIA, Head of Trading and Operations, Third Avenue Management Jason Vedder, CMT, Director, Global Trading and Operations, Driehaus Capital Management Chris Flynn, CFA, VP of Product Strategy, Ridgeline Register now to attend: https://okt.to/5MbHxS