Daily institutional investing news from II magazine. Writing the inside story on all things asset management for fifty years and counting.
Joined November 2009
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Guardian Life's Nick Liolis, facing challenges with its $85 billion portfolio, shifts strategy towards partnerships with asset managers to capture higher economics. This could reshape how insurers approach asset management. okt.to/8THiq0
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Jun 12
"Pension Fight Club" documentary reveals that US public pension funds invest 25-35% in private markets, leading to high fees and potential harm to retirement income for participants. Transparency and accountability are demanded by stakeholders. okt.to/msrGqE
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Jun 12
As retail-oriented funds face increasing redemption requests, private credit managers are tightening standards and raising rates, highlighting a cautious shift among institutions. This evolution signals a significant recalibration in the sector. okt.to/SAcWub
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Jun 12
Andrew Left's conviction raises concerns for activist short sellers, as the verdict may embolden regulators. This could reshape trading and disclosure practices, impacting strategies for institutional allocators. okt.to/HamdrT
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Jun 11
Guardian Life's Nick Liolis highlights a shift in strategy, moving from in-house operations to partnerships with asset managers to capture more economic benefits. With $85 billion in assets, this approach aims to adapt to the evolving market dynamics. okt.to/CFoek8
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Jun 11
Consolidation in wealth management has led some high-net-worth investors to seek personalized services from smaller multifamily offices. Pathstone Family Office's acquisition of Hall Capital pushed its assets over $100 billion, highlighting this shift. okt.to/YuDFI0
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Jun 11
Nate Koppikar raises concerns about AQR Capital Management's tax-aware hedge fund strategies, which now exceed $100 billion in assets. These products face potential regulatory scrutiny and may not withstand future challenges. okt.to/yevRY8
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Jun 10
Anthropic's IPO plans could value the company at nearly $1 trillion, presenting a significant opportunity for hedge funds like Coatue, D1 Capital, and D.E. Shaw, which have heavily invested in previous rounds. okt.to/pnFyLt
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Jun 10
CalSTRS has increased its investment with ABS Global from an initial $200 million to $661 million, reflecting a deeper collaboration that enhances emerging markets expertise for the $408 billion pension plan's global equity team. okt.to/0cDjrC
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Jun 10
Graham Capital’s Ken Tropin, with $21 billion in AUM, has influenced macro and managed futures investing since founding the firm in 1994. His award recognizes over three decades of leadership that shaped core institutional strategies. okt.to/E9DSqF
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Greenlight Capital's 5.1% loss in May illustrates the impact of its low exposure during a market surge, underscoring challenges for hedge funds amid rising indices. Asset managers may need to reassess risk strategies. okt.to/cwH9ir
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Andrew Left’s conviction for securities fraud raises concerns among short sellers about possible regulatory backlash and its impact on trading practices. This verdict could alter how market participants operate in the wake of increased scrutiny. okt.to/BLml7Y
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Nick Liolis' strategy at Guardian Life, managing $85 billion in assets, signals a shift from in-house investment teams to partnerships with asset managers, aiming for a greater share of portfolio economics amidst industry consolidation. okt.to/8ytaJD
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As wealth firms consolidate, some high-net-worth clients are shifting to smaller multifamily offices, seeking personalized service. Pathstone Family Office's acquisition of Hall Capital Partners has increased its assets to over $100 billion. okt.to/ZsgjYq
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Institutional Investor’s 2026 Hedge Fund Rising Stars are influencing significant trends in AI and biotech. Their innovative approaches are reshaping investment strategies, highlighting the dynamic evolution of the hedge fund industry. okt.to/9utbRT
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AQR's tax-aware strategies, managing over $68 billion, face scrutiny as short-seller Nate Koppikar suggests they rely on excessive leverage—potentially a ticking time bomb for investors. Regulatory challenges loom. okt.to/85ZcDI
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Western & Southern Financial Group allocates 6% of its $65 billion portfolio to equities, exceeding the 2% average among life insurers. This strategy, backed by a capital surplus, has driven 12% growth in net income over 10 years. okt.to/QTj0do
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Anthropic's IPO plans, which could value the company at nearly $1 trillion, signal significant potential benefits for hedge funds involved, including Coatue and D1 Capital. This development could reshape their investment strategies. okt.to/crxOU5
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CalSTRS has expanded its initial $200 million commitment to ABS Global into a partnership worth $661 million, enhancing its global equity strategy with local manager expertise. Large allocators are seeking specialized insights. okt.to/YsoDkZ
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Ken Tropin, founder of Graham Capital, has been named the 2026 Hedge Fund Lifetime Achievement Award winner. With approximately $21 billion in AUM, Graham has been a pioneer in macro and managed futures investing since 1994. okt.to/VvxaKU
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