Editor | Michael Corcoran [1] |
---|---|
Frequency | Annual subscription |
Circulation | Digitally delivered (online only) |
Publisher | Euromoney Institutional Investor |
Founded | 1967 |
Country | United States |
Based in | New York City |
Language | English |
Website | www.institutionalinvestor.com |
ISSN | 0020-3580 |
Institutional Investor magazine is a periodical published by Euromoney Institutional Investor. It was founded in 1967 by Gilbert E. Kaplan. A separate international edition of the magazine was established in 1976 for readers in Europe and Asia. [2]
Capital Cities Communications purchased the magazine in early 1984. The Walt Disney Company bought Capital Cities in 1996 and sold the magazine to Euromoney one year later. Institutional Investor has offices in New York City, London and Hong Kong. [3] In 2018, Institutional Investor became digital only. [4] [5]
In March 2021, it was announced that Diane Alfano, the CEO of Institutional Investor, would be stepping down effective June 30, 2021. Alfano has worked at Institutional Investor since 1984. According to the announcement, her resignation comes as Euromoney, the publication's publicly-traded parent company, plans to merge Institutional Investor with sister companies BCA Research and NDR into an asset management division. [6] As of May 2021, the CEO of the new unit is Francis Cashman. [1]
Institutional Investor publishes global research and issues rankings throughout the year that often serve as industry benchmarks. Top-line results are published in the magazine while the full details are available on institutionalinvestor.com. [7] The rankings include:
DBS Bank Limited, often known as DBS, is a Singaporean multinational banking and financial services corporation headquartered at the Marina Bay Financial Centre in the Marina Bay district of Singapore. The bank was previously known as The Development Bank of Singapore Limited, which "DBS" was derived from, before the present abbreviated name was adopted on 21 July 2003 to reflect its role as a global bank. It is one of the "Big Three" banks in Singapore, along with OCBC Bank and the United Overseas Bank (UOB).
Fidelity Investments, commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.3 trillion in assets under management, and, as of December 2022, their assets under administration amount to $10.3 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.
Investcorp is a global manager of alternative investment products, for private and institutional clients. Founded in Bahrain in 1982, the firm has offices in United States, United Kingdom, Saudi Arabia, Qatar, United Arab Emirates, India, China, Japan and Singapore. Investcorp's principal client base is in the six countries of the Gulf Cooperation Council, but it also has a growing base of institutional clients in North America, Europe, and Asia.
Henry McKelvey Blodget is an American businessman, investor and journalist. He is notable for his former career as an equity research analyst who was senior Internet analyst for CIBC Oppenheimer and the head of the global Internet research team at Merrill Lynch during the dot-com era. Blodget was charged with civil securities fraud by the U.S. Securities and Exchange Commission and settled the charges. Blodget is the co-founder and former CEO of Business Insider.
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.
BlackRock, Inc. is an American multinational investment company. It is the world's largest asset manager, with $9.42 trillion in assets as of June 30, 2023. Headquartered in New York City, Blackrock has 70 offices in 30 countries, and clients in 100 countries. BlackRock is the manager of the iShares group of exchange-traded funds, and along with The Vanguard Group and State Street, it is considered to be one of the Big Three index fund managers. Its Aladdin software keeps track of investment portfolios for many major financial institutions and its BlackRock Solutions division provides financial risk management services. As of 2023, BlackRock was ranked 229th on the Fortune 500 list of the largest United States corporations by revenue.
Bridgewater Associates, LP is an American investment management firm founded by Ray Dalio in 1975. The firm serves institutional clients including pension funds, endowments, foundations, foreign governments, and central banks. As of 2022, Bridgewater has posted the second highest gains of any hedge fund since its inception in 1975. The firm began as an institutional investment advisory service, graduated to institutional investing, and pioneered the risk parity investment approach in 1996.
Delinian is one of Europe's largest business and financial information companies which has interests in business and financial publishing and event organization. It was listed on the London Stock Exchange and was a constituent of the FTSE 250 Index until it was acquired by private equity groups, Astorg and Epiris, in November 2022.
HDFC Bank Limited is an Indian Multinational banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and the world's fifth-largest bank by market capitalization as of August 2023, following its takeover of parent company HDFC. The Reserve Bank of India (RBI) has identified the HDFC Bank, State Bank of India, and ICICI Bank as Domestic Systemically Important Banks (D-SIBs), which are often referred to as banks that are “too big to fail”.
Jing Ulrich, née Li (李晶), is Managing Director and the Vice Chairman of Investment Banking at JPMorgan Chase.
Frankfurt School of Finance & Management is a private university with a right to award doctorates, recognized under Hesse's Higher Education Act. The parent organization is the Frankfurt School of Finance & Management Foundation. Frankfurt School has a second campus in HafenCity in Hamburg and a study center in Munich, as well as offices in developing and emerging countries in cities such as Nairobi and Amman.
Keefe, Bruyette & Woods, Inc., a Stifel Company, is an investment banking firm headquartered in New York City, specializing exclusively in the financial services sector. KBW's primary business lines include research, corporate finance, equity sales and trading, equity capital markets, debt capital markets, and asset management.
Euromoney is an English-language monthly magazine focused on business and finance. First published in 1969, it is the flagship production of Euromoney Institutional Investor plc.
dbFX was Deutsche Bank’s online margin foreign exchange trading platform and service for individual and institutional investors including financial institutions, hedge funds, corporations, asset managers, money managers, commodity trading advisors, broker-dealers, brokerage firms, high net worth individuals, and sophisticated and professional traders, which operated from 2006-2011.
BTG Pactual is a Brazilian financial company that operates in the markets of investment banking, wealth management, asset management, corporate lending and sales and trading. It offers advisory services in mergers and acquisitions, wealth planning, loans and financings, as well as investment solutions and market analyses. It is the sixth largest banking institution in Brazil, the eleventh largest in Latin America, and the largest investment bank in Latin America and the Caribbean.
Liquidnet is a global institutional investment network that connects asset managers with liquidity. Liquidnet trades in 46 equity markets for over 1000 institutional investment firms who collectively manage US$33 trillion in equity and fixed income assets.
Aditya Puri is a senior advisor at The Carlyle Group. He was the managing director of HDFC Bank, India's largest private sector bank. He assumed this position in September 1994. Puri was the longest-serving head of any private bank in the country. India Today ranked him at #24 in India's 50 Most Powerful People of 2017 list.
Rajesh Gopinathan is the former CEO and Managing Director of Tata Consultancy Services (TCS), an Indian IT services and consulting organization and one of the country's largest employers. He was elevated to the role of Chief Executive in February 2017 after serving as the Chief Financial Officer since 2013. Rajesh is one of the youngest CEOs in the Tata Group.
Lee Olesky is an American financial executive and entrepreneur. He is co-founder of Tradeweb and formerly served as the company's Chairman and Chief Executive Officer. Tradeweb is an international financial technology company that builds and operates electronic over-the-counter marketplaces for trading fixed income products, ETFs, and derivatives.
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