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instinvst.bsky.social
Institutional Investor
@instinvst.bsky.social
88 followers 40 following 110 posts
For nearly 60 years, Institutional Investor (II) has played an active, leading role in the global investment industry by creating and nurturing a community that influences and shapes the investment markets.
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Institutional Investor @instinvst.bsky.social · Jul 8
Bryn Mawr’s CIO emphasizes the importance of liquidity and agility in navigating market turbulence, reinforcing core principles of risk-aware endowment management. #EndowmentStrategy #LiquidityManagement #MarketVolatility

www.institutionalinvestor.com/article/bryn...
Bryn Mawr’s CIO on Liquidity and Navigating Market Turbulence
Many investors are bracing for prolonged market instability and beefing up their cash reserves, including selling off private assets on the secondary markets. But allocators with ample liquidity are t...
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Institutional Investor @instinvst.bsky.social · Jul 3
MSU CIO Philip Zecher applies a scientific approach to endowment management, integrating data and discipline to drive long-term performance. #EndowmentManagement #InvestmentStrategy #HigherEdFinance @mcelarier.bsky.social
www.institutionalinvestor.com/article/msu-...
MSU CIO Philip Zecher’s Scientific Method
Being a dedicated data nerd has turned Philip Zecher into something of a rock star in the college endowment world.When Zecher was named the first in-house chief investment officer at Michigan State Un...
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Institutional Investor @instinvst.bsky.social · Jul 3
Valiant Capital posts standout returns in June, positioning the firm for its strongest annual performance since 2020 amid selective tech-driven gains. #HedgeFunds #Performance #TechInvesting

www.institutionalinvestor.com/article/vali...
Valiant Delivers Standout June, Poised for Best Year Since 2020
Valiant Capital Partners is on pace to report its best results in five years after posting another large gain in June.The Tiger Grandcub’s liquid portfolio surged 7.29 percent in June and nearly 28 pe...
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Institutional Investor @instinvst.bsky.social · Jul 1
Ford Foundation appoints Yale Law School Dean Heather Gerken as its next president, marking a significant leadership transition at one of the world’s largest philanthropic institutions. #Philanthropy #Leadership #FordFoundation

www.institutionalinvestor.com/article/ford...
Ford Selects Yale Law School Dean to Head Foundation
The Ford Foundation has selected an Ivy League lawyer with experience in litigation and expertise in constitutional law and democracy to head up the New York-based charitable organization, including o...
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Institutional Investor @instinvst.bsky.social · Jun 27
The so-called “revenge tax” is set to be removed from the U.S. tax bill following a G7 agreement brokered by Dawn Fitzpatrick’s deputy, Colin Bessent. A pivotal moment in global tax negotiations. #TaxPolicy #G7 #CrossBorderInvestment

www.institutionalinvestor.com/article/reve...
‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal
Capping off a big week for U.S. tax reform, Treasury Secretary Scott Bessent has requested that Section 899 be removed from the One Big Beautiful Bill Act.On X, Bessent said he had concluded discussio...
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Institutional Investor @instinvst.bsky.social · Jun 27
Surging demand for compute power, driven by AI and cloud expansion, could ignite the next commodity supercycle—transforming how investors view energy and raw materials. #ComputeDemand #CommodityMarkets #AIInfrastructure

www.institutionalinvestor.com/article/insa...
The Insatiable Search for Compute Power Could Drive Another Commodity Boom
Commodities could make a comeback in institutional portfolios over the next five years as more money flows into artificial intelligence and energy infrastructure, with some investors arguing the asset...
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Institutional Investor @instinvst.bsky.social · Jun 24
Middle-market private equity firms are optimistic about a dealmaking rebound in 2026, anticipating improved conditions and renewed investor appetite. #PrivateEquity #MiddleMarket #DealFlow

www.institutionalinvestor.com/article/midd...
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Institutional Investor @instinvst.bsky.social · Jun 23
A Schroders survey finds that half of U.S. investors anticipate more market volatility ahead—potentially exceeding levels seen during the 2008 crisis. #MarketVolatility #InvestorSentiment #EconomicOutlook

www.institutionalinvestor.com/article/schr...
Schroders: Half of U.S. Investors Expect Greater Vol than 2008
Almost half of institutional investors in North America expect volatility to be greater in the next 12 months than it was during the global financial crisis. That stunning statistic was part of the da...
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Institutional Investor @instinvst.bsky.social · Jun 20
Mitch Sosin’s concentrated bet on four stocks—anchored by Carvana—yields a 41% return, showcasing the power of high-conviction investing. #HedgeFunds #StockPicking #HighConviction

www.institutionalinvestor.com/article/four...
Four Stocks, One Big Bet: Sosin’s Carvana Call Delivers 41% Return
Sosin Partners, the concentrated hedge fund headed by Howard Sosin, is up more than 41 percent for the year after nearly quadrupling its performance in May. The hedge fund owns just four stocks, and m...
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Institutional Investor @instinvst.bsky.social · Jun 20
Private equity firms are confronting a supply-demand mismatch, as fundraising targets continue to exceed available capital from investors. Pressures mount in a crowded market. #PrivateEquity #CapitalRaising #AlternativeAssets
www.institutionalinvestor.com/article/priv...
Private Equity’s Fundraising Demands Far Outstrip Supply
Some 18,000 private capital funds are currently “on the road” seeking to raise a total of $3.3 trillion, according to Bain & Co. The problem is that for every $3 general partners seek, there’s only $1...
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Institutional Investor @instinvst.bsky.social · Jun 20
SEC Chair Gary Gensler warns institutional investors to brace for a shifting U.S. economic trajectory, highlighting regulatory and market uncertainties ahead. #EconomicOutlook #InstitutionalInvestors #Regulation

www.institutionalinvestor.com/article/gary...
Gary Gensler: Institutions Should Be Sweating Over the New U.S. Economic Trajectory
The last six months of U.S. economic policy are driving a drastic change in the international order of the past eight decades, with President Trump leading the retrenchment in the support of global tr...
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Institutional Investor @instinvst.bsky.social · Jun 20
Maryland State Retirement and Pension System appoints a familiar face as acting CIO, signaling continuity in leadership during a key transitional period. #PublicPensions #LeadershipChange #InstitutionalInvesting

www.institutionalinvestor.com/article/mary...
Maryland Retirement Appoints New (And Familiar) Acting CIO
Meet Maryland retirement’s new acting chief investment officer — same as the old acting chief investment officer.The Maryland State Retirement and Pension System has once again named its deputy invest...
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Institutional Investor @instinvst.bsky.social · Jun 17
Hedge funds are increasing allocations to biotech firms leveraging AI, betting on the sector’s potential to drive innovation and returns. A convergence attracting significant capital. #Biotech #ArtificialIntelligence #HedgeFunds

www.institutionalinvestor.com/article/prem...
AI Meets Biotech — and Hedge Funds Are Buying In
An innovative health care company that describes itself as a “next-generation AI TechBio company” is expected to go public this week. It has attracted a slew of hedge fund investors, including several...
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Institutional Investor @instinvst.bsky.social · Jun 17
North Carolina State Treasurer Brad Briner secures reforms transitioning the $127 billion pension fund from sole fiduciary control to a multi‑member investment board. A significant enhancement to governance and return potential. #PensionReform

www.institutionalinvestor.com/article/nc-s...
NC State Treasurer Wins His Fight for Reforms to Resuscitate State Pension
North Carolina will no longer rely on a sole fiduciary to manage the state’s eight pension systems, thanks to newly signed legislation drafted by the Treasurer’s office.
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Institutional Investor @instinvst.bsky.social · Jun 16
Chris Hohn’s TCI returns to the top of hedge fund performance rankings, demonstrating consistent outperformance in a challenging market environment. #HedgeFunds #Performance #InvestmentLeadership

www.institutionalinvestor.com/article/prem...
Chris Hohn’s TCI Is Once Again a Top Performer
TCI Fund Management is off to a strong start this year.The London-based hedge fund headed by Chris Hohn is up 17 percent net through May, according to an investor, making it one of the better performe...
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Institutional Investor @instinvst.bsky.social · Jun 16
Section 899’s unintended consequences may trigger a pullback in foreign investment, raising concerns over cross-border capital flows and U.S. tax policy. #ForeignInvestment #TaxPolicy #GlobalMarkets

www.institutionalinvestor.com/article/unin...
‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat
The United States has long had the most advanced capital markets in the world, giving it significant influence over the global economy.Speaking just a month ago at the SEC’s International Institute fo...
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Institutional Investor @instinvst.bsky.social · Jun 13
Cornell’s Ken Miranda questions the surge in Ivy League secondary sales, raising concerns about motivations behind recent portfolio shifts. Insight into endowment strategy debates. #Endowments #SecondaryMarkets #InstitutionalInvesting

www.institutionalinvestor.com/article/corn...
Cornell’s Ken Miranda on All These Ivy Secondaries Sales: ‘I Don’t Know What’s Going on There’
The secondaries market has seen rapid growth, thanks in large part to endowments.
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Institutional Investor @instinvst.bsky.social · Jun 12
Trend-following strategies face one of their most challenging years, as market reversals and volatility disrupt systematic models. A tough period for managed futures. #TrendFollowing #ManagedFutures #QuantInvesting

www.institutionalinvestor.com/article/prem...
Trend-Followers Stumble Into One of Their Worst Years
May was another losing month for commodity trading advisors, funds that mostly follow short-, medium-, or long-term trends. Given the market’s zigzagging reactions to President Trump’s mercurial tarif...
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Institutional Investor @instinvst.bsky.social · Jun 12
Following a period of turbulence and leadership changes, Ohio Teachers appoints a new executive director, aiming to restore stability and chart a long-term course. #Pensions #LeadershipTransition #InstitutionalInvesting

www.institutionalinvestor.com/article/foll...
After Turbulence and Turnover, Ohio Teachers Lands Executive Director
After multiple resignations, audits, and state investigations, the Ohio State Teachers Retirement System has appointed a new permanent executive director.The $95.3 billion pension announced that Steve...
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Institutional Investor @instinvst.bsky.social · Jun 10
Discovery Capital sees a more compelling market entry point ahead, opting for caution amid current valuations. A patient approach to navigating volatility. #MarketTiming #InvestmentOutlook #HedgeFunds
www.institutionalinvestor.com/article/more...
‘More Compelling Entry Point’ Coming, Says Discovery
Robert Citrone has grown much more confident about the economy and the future direction of the stock market in recent months. Even so, the Tiger Cub is reducing his bets on equities in general.At leas...
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Institutional Investor @instinvst.bsky.social · Jun 6
Seattle Children’s CIO emphasizes conviction over broad diversification, reshaping portfolio strategy to focus on high-conviction investments. A bold shift in institutional investing. #InstitutionalInvesting #PortfolioManagement #InvestmentStrategy

www.institutionalinvestor.com/article/seat...
Seattle Children’s CIO Puts Conviction Over Diversification
Seattle Children's chief investment officer Stan Ra told Institutional Investor that he has become an increasingly qualitative investor over time, noting that even the results of the quant work his te...
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Institutional Investor @instinvst.bsky.social · Jun 6
Vontobel SFA, under new leadership, aims to leverage growing investor demand for diversification beyond the U.S. A strategic move aligned with global market trends. #GlobalInvesting #PortfolioDiversification #AssetManagement

www.institutionalinvestor.com/article/unde...
New Vontobel SFA Chief Courts Investors Diversifying Away From the U.S.
The new CEO of Vontobel Swiss Financial Advisers is confident that the firm can take advantage of increased desire for regional diversification amid turbulent financial markets in the United States.Bi...
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Institutional Investor @instinvst.bsky.social · Jun 4
Vontobel SFA, under new leadership, aims to leverage growing investor demand for diversification beyond the U.S. A strategic move aligned with global market trends. #GlobalInvesting #PortfolioDiversification #AssetManagement

www.institutionalinvestor.com/article/unde...
Under New Leadership, Vontobel SFA Looks to Ride Wave of Investors Diversifying Away From the U.S.
The new CEO of Vontobel Swiss Financial Advisers is confident that the firm can take advantage of increased desire for regional diversification amid turbulent financial markets in the United States.Bi...
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Institutional Investor @instinvst.bsky.social · Jun 4
Michael Cembalest of JPMorgan challenges deficit hawks' credibility, terming them "chicken hawks" for selective fiscal conservatism. A critical look at budgetary policy discussions. #DeficitHawks #FiscalResponsibility #EconomicInsights
www.institutionalinvestor.com/article/defi...
“Deficit Hawks? Try Chicken Hawks,” Says JPMorgan’s Michael Cembalest
Republicans may bemoan the government deficit, and lowering it was certainly one stated goal of Elon Musk’s Department of Government Efficiency. But the deficit is now set to explode, according to J.P...
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Institutional Investor @instinvst.bsky.social · Jun 3
Jonathan Grushkin, formerly of Cleveland Clinic, will lead investment strategy for Sanford Health’s $4B portfolio, emphasizing absolute return and real assets.
#InstitutionalInvesting #HealthcareFinance

www.institutionalinvestor.com/article/clev...
Cleveland Clinic Alum Joins Sanford Health as First CIO
Another Cleveland Clinic alum has ventured out on their own to become chief investment officer. The most recent case is Jonathan Grushkin, who has joined Sanford Health as its first CIO.
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