Institutional Investor

“Politics aside, Tesla is suffering due to Elon Musk’s mismanagement of the company.” As Tesla’s stock plummets and its CEO Elon Musk alienates investors with his political activities, some pension plan participants are saying enough is enough. California’s two largest public pension funds, CalPERS and CalSTRS, are under pressure to divest from the EV company as retirees demand accountability from a company they say no longer aligns with their values or financial interests. Check it the latest edition of Essential Allocator from James Comtois here: https://okt.to/rBDsbV #divestment #publicpensions #institutionalinvesting #governance

Last week, II’s Chief Marketer Institute (CMI) welcomed over 30 CMOs and heads of marketing from the asset management industry for our annual Spring Roundtable, hosted by II’s editor Julie Segal. The conversations were dynamic and insightful, covering a range of critical topics: 🎯 Crafting messaging, language, and positioning in the current landscape 🎯 Cutting through the noise to deliver impactful thought leadership 🎯 Differences between US and non-US client expectations around sustainability . 🎯 Deepening client relationships through education opportunities 🎯 Using metrics to measure marketing effectiveness 🎯 Exploring AI’s role in enhancing marketing 🎯 Going beyond the normal in branding efforts 🎯 Different team structures, centralization vs decentralization 🎯 Professional development and recruitment 🎯 The importance of domain expertise 🎯 The importance of culture, what traits make someone successful 🎯 Balancing outsourcing, in-house, and offshoring strategies Learn more about the Chief Marketer Institute: https://okt.to/PQta3y Thank you to our speakers and panelists! Jennifer Prosek, Founder and Managing Partner, Prosek Partners Gregory Zuckerman, Special Writer, The Wall Street Journal Graciela Benveniste, Head of Marketing, US Institutional Business, BlackRock Karin Zauderer, Global Co-Head of Marketing, KKR & Co. Inc. Emma Friend, Head of ETF & Public Private Solutions Marketing, Capital Group Paul Zettl, Chief Marketing Officer, Cohen & Steers Paige C. Scott, Senior Partner, Kingsley Gate Petek Pekgoz, Head of Marketing, Nomura Capital Management Tim Hart, Executive Director, Ptarmigan Media Jonathan Lipton, CEO and Co-Founder, Clade & Co Amy DiMarzio, Head of Marketing, IR&M Shephali Sardinha, CFA, CAIA, Head of Global Marketing, Loomis, Sayles & Company Matthew Alsted, Head of Marketing and Communications, Sands Capital Kira Mikulecky, Principal, Deloitte Sam Knox, Managing Director, Custom Research Lab, Institutional Investor Cynthia Holahan, Marketing Director - North America, Ninety One Leslie Klein, Principal, Linford Consulting, Former Chief Marketing Officer, Institutional Investor Jim McCaughan, Chair, Asset Management Institute David B., Executive Director, Institutional Investor

Join us this September at our next European Fixed Income Trading Summit, a full-day meeting devoted to the central dealing desk for fixed income. This is a unique gathering of leading buyside fixed income traders with the opportunity to connect and discuss the industry’s most important topics. Preliminary agenda items include: - All-to-all, buyside-to-buyside, direct dealer streams, algos and autoquoting – the electronic revolution in fixed income trading - Data, analytics and fixed income TCA - Workflow automation, liquidity aggregation and the fixed income EMS - And much more For more information on becoming a sponsor or registering your interest in attending, click the link below ⬇️ https://lnkd.in/eHejF-J3 #EuropeanFixedIncomeTradingSummit #FixedIncome #Trading #Events

Several interesting thoughts from ASU's Jeff Mindlin on using AI in investment operations but also AI as an investment trend. #ai #endowments #investmentmanagement

Join Institutional Investor at the 2025 TraderForum Annual Conference on June 24-26 for our panel on the outlook for 24-hour equity trading in the US, with moderator Matthew Cook, CAIA of T. Rowe Price and panelists Joseph Saluzzi of Themis Trading LLC, Lee Schneider of GW&K Investment Management, Edward Wishik of Blue Ocean Technologies, LLC and Jason Woerz of 24X Bermuda Limited. For more information about TraderForum, click here: https://lnkd.in/eNB4CDny #traderforum #electronictrading #upallnight

Pursuing Private Assets for Diversified Returns https://okt.to/MOBQdN Sponsored by PGIM #PrivateAssets #GeopoliticalRisk #EMEA

Morgan Stanley has named Cambridge Associates vet Sona Menon to head up its $184B OCIO business. This comes at a time when competition among OCIO providers is heating up. Read the full story by James Comtois at Institutional Investor Magazine: https://okt.to/HaWPYc #investing #OCIO

Want to know the investment and allocation trends of 400+ owners & managers? Keen to navigate 2025 with confidence by benchmarking your firm's strategies against your peers? Download a sample of our Global Asset Management survey to gain in-depth insights from our esteemed community of members. Click the link below to download⬇️ https://okt.to/cmkRzy #GlobalAssetManagementSurvey #Survey #Insights #Strategies

There was a stellar line-up to celebrate the US premiere of Dimensional Fund Advisors' new film "Tune Out The Noise" at the Roxy Cinema earlier this month. Multiple Chicago alum Nobel laureates and the firm's founders discussed how the group harnessed market efficiency to change the financial markets permanently and champion passive strategies. Speaking at a panel after the screening were: Nobel laureate and Dimensional Resident Scientist Robert Merton; Dimensional Founder and Chairman, David Booth; Former Dimensional Independent Director, Roger Ibbotson; Dimensional Co-CEO, Dave Butler and Former US Senator, Bill Bradley. Read the latest in Institutional Investor Magazine from Senior Writer John Crabb. #InstitutionalInvestor #passiveinvesting #activemanagement #IndexInvesting

As Tesla’s stock falls and its CEO becomes more involved in global politics, the Danish AkademikerPension plans to sell off its small stake in the EV company. Pension CEO Jens Munch Holst said that Elon Musk “stepping into American and European politics” and “spreading misinformation” created “considerable risks to returns,” making it “hard to stay invested” in Tesla. Meanwhile in the U.S., as pension stakeholders urge divestment, allocators see the move as largely symbolic and ineffective. Check out the latest for Institutional Investor Magazine by James Comtois: https://okt.to/waQoSH #Tesla #EV #investing