Letter from the Editor

Dear Reader

It is Market Group’s great pleasure to bring you the inaugural edition of Institutional Allocator.

Institutional Allocator is an exclusive weekly news and information service that delivers informed perspective on the world’s institutional investment industry. Tailored to the information needs of asset owners and delivered primarily to a community of Markets Group Forum attendees,Institutional Allocator takes its readers up close and personal, offering perspectives from key decision makers at institutional funds, asset management firms and leading industry consultants and analysts.

Delivered to you every Tuesday, beginning May 1, we believe Institutional Allocator’s probing features, proprietary surveys and insider’s perspective from the world’s institutional investment community will help you keep your finger on the pulse of important industry themes, topics and innovations.

Institutional Allocator takes its readers up close and personal, offering perspectives from key decision makers at institutional funds, asset management firms and leading industry consultants and analysts.

Institutional Allocator’s coverage will include:

  • Developments at North American pension funds and other investing institutions, including investment strategies, product preferences and best practices.
  • The latest thought leadership and investment strategies and innovations from investment consultants and asset managers.
  • Legal and regulatory movements that impact the investment industry.
  • Proprietary surveys about plan sponsors, investment managers and consultants that delve into the specifics of how they run their businesses, approach current issues and plan for the future.
  • Plan Sponsor Profiles that feature decision makers at pension funds and other institutional funds, including details on the funds’ structures, investments and operations.
    Consultant Profiles that feature prominent industry consultants, including details on their views on investments, recent recommendations, manager selection process and market concerns.
  • Ask the Advisor provides feedback from prominent consultants on hot trends or current problems in the industry to give you their take on the matter.
  • Ask the Sales Expert delivers feedback from prominent sales and marketing professionals on their management style, sales techniques, trends and more.

We do not considerInstitutional Allocator a finished product. It is a work-in-progress. We anticipate potentially making changes to its format and content going forward, in an effort to make it more engaging and valuable to you. As such, I very much encourage you to contact me with any questions, observations or suggestions you may have for how we can improve the email.

Sincerely,
Mark Fortune

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