Vidrio Financial

Wishing all of our clients, colleagues, friends, and prospects across our network a very happy #Thanksgiving. Here at Vidrio Financial, we're thankful for providing greater levels of data transparency to #institutionalinvestors, advanced risk and cashflow analytics, portfolio scenario analysis, and lots more. We hope those who are celebrating have a chance to rest and recharge over the holiday. Don't forget the stretchy pants👖 for extra turkey, stuffing, and pies.

11.3% is the annual growth number that endowment and foundation assets are expected to increase for allocations controlled by #OCIO providers. #Alternative investments like #privateequity and #hedgefunds are also being favored more in the coming months per Cerulli Associates. More from Institutional Investor with insights from Alpha Capital Management. 💡Earlier this year, Vidrio and Alternatives Watch combined their thoughts on some of the challenges, trends, and innovation occurring in the #OCIO space. Download that research free at vidrio(dot)com/outlook-ocios-transparency-challenges-innovation. Endowments Expected to Help Drive the OCIO Industry to $4.2TR by 2028 https://hubs.li/Q02ZxChH0

CNN Business weighs in and gets various sound bites from investors on Trump's Scott Bessent pick to lead the Department of the Treasury. Earlier in the year, Scott Bessent joined Kieran Cavanna, CIO, Old Farm Partners on the #ThematicInvestors podcast. Catch all of Scott's insights here from that conversation powered by #VidrioFinancial: Vidrio(dot)com/blog/thematic-investors-podcast-scott-bessent-global-macro-investing ‘Huge relief.’ CEOs exhale after Trump taps Scott Bessent to lead Treasury | CNN Business https://hubs.li/Q02ZlnxC0

With the demand for liquidity growing due to the IPO window being shut, many investors are turning their attention towards #secondaries. According to PitchBook secondaries funds raised a combined $51.3bn through H1 2024. More on the story below. You already know how important secondaries can be for #allocators. When searching for more intelligence around your investment operations be sure to check out Vidrio(dot)com as we manage and monitor both primary and secondaries seamlessly through improved data intelligence, #riskmangement, and more. https://hubs.li/Q02Z9pXc0

The best way to summarize is that the Vatican #pension fund (AUM ~$665MM) will need "urgent structural measures, to achieve sustainability". Economic reforms and pushing towards #netzero goals are just some changes the Vatican recently called for in the plan. More Pensions & Investments. Sounds like the Vatican could use Vidrio's help to organize and monitor their future #assetallocation intelligence. If you're a pension plan looking for #portfoliomanagement, #riskanalysis, #compliance controls reach out to us at vidrio(dot)com/pension-funds. https://hubs.li/Q02Z6-2m0

How is your afternoon going? We're honored to receive 2 shortlisted nominations from the team at With Intelligence for the work that Vidrio Financial is doing in #alternative #datamanagement and analytics. Are you curious to find out more about what we do? Book a demo with us today!

Are increasing #compliance costs and #allocation delays on the horizon for #assetmanagers buying banks or do existing tools and regulations adequately address industry oversight concerns? More from Institutional Investor on what the Trump presidency will look like for these regulations in the near future. Additional insights Klaros Group and Patomak Global Partners. Are you an asset manager trying to monitor your portfolio movements in light of these regulations? Vidrio Financial can assist as we have one of the most advanced platforms for tracking both public and private market vehicles for global #allocators. Reach out today to book a free demo at Vidrio(dot)com. Asset Managers Ruffled by Regulator's Late Push to Oversee Bank Investments https://hubs.li/Q02YYP6_0

What exactly is necessary for the #totalportfolioapproach to be a huge success for #allocators today? Stephen Gilmore, CIO CalPERS has a few ideas that he's intent on presenting on board education day. More insight Pensions & Investments. Here at Vidrio Financial, we're also big proponents of the #totalportfolioapproach, helping global allocators break down those internal silos through advanced #datamanagement tools, #riskmonitoring, and portfolio benchmarking across public and private asset classes. Learn more today at vidrio(dot)com. https://hubs.li/Q02YQyC-0

Could a pick from the #privateequity world for Treasury Secretary help stabilize the regulations and controls that the DOJ and SEC have proposed against these firms? The latest name in the running is Apollo Global Management, Inc., CEO, Marc Rowan. More Fortune. Did you know that Vidrio(dot)com helps #allocators monitor their #PE investments by tracking complex investment structures through transparent reporting and advanced analytics? Book a complimentary demo of our platform today and see what innovations we're rolling out for your investment operations. If Apollo CEO Marc Rowan is tapped for Treasury, it could mean a boon for $24 trillion private equity market https://hubs.li/Q02YHTVS0

Our latest report on the future of #AI in #institutionalinvesting is out now. Download your copy today and find out what other #allocators had to say about: Can AI models preemptively identify portfolio risks that could diminish alpha opportunities? How quickly can hedge funds, private market, and equity allocations be processed through AI and LLMs Which allocators are more open to adopting AI models when looking at rebalancing and running simulations? We hope you find this report valuable. Artificial Intelligence and Future of Institutional Investing https://hubs.li/Q02YlsGs0