Institutional Investor Intelligence

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Compliance Intelligence
Derivatives Intelligence
Foundation & Endowment Intelligence
Fund Industry Intelligence
Fund Director Intelligence
Money Management Intelligence
Power Intelligence
Real Estate Finance Intelligence
Securitization Intelligence
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Compliance Intelligence delivers practical, implementable information for securities, investment and bank compliance officers and their advisers, getting behind regulatory announcements to offer actionable guidance from experts, direct reaction from compliance officers, industry comparison and benchmarking.

Derivatives Intelligence provides timely, actionable news, features, data and informed perspectives on the global derivatives market. From the latest deal news and desk strategies on sell-side desks to buy-side investor strategies and expert commentary, Derivatives Intelligence is a must-read throughout the business day.

Foundation & Endowment Intelligence delivers exclusive U.S. and international sales leads for managers, consultants, and service providers serving nonprofits, provides details on nonprofits’ investment strategies and competitive information on what consultants and managers are doing to win mandates.

Fund Industry Intelligence delivers exclusive news, commentary and data on U.S. mutual funds, covering product innovations, sales and marketing strategies across distribution channels including wirehouses, brokerages, and defined contribution savings plans.

Fund Director Intelligence provides news and analysis that mutual fund boards of trustees rely on to do their job, avoid costly litigation and reputational risk, and comply with upcoming regulations.

Money Management Intelligence covers U.S. pension fund investment management: which funds are hiring new money managers and why, what new strategies and products are being developed and utilized, and senior-level personnel changes including actionable sales leads to those marketing to DB plans.

Power Intelligence provides actionable news, organized content, informed perspective and highly-valued proprietary deal databases on financing and M&A in the U.S. power industry. Its Generation Asset Sales Database is a unique, comprehensive tool of power plant purchase and sale activity with 10+ years of data.

Real Estate Finance Intelligence delivers financing activity, investment strategies, competitive moves by banks and developers, and forward perspective on the U.S. commercial real estate property and capital markets.

Securitization Intelligence is dedicated to the global securitization market. It provides exclusive news, features, and data on primary deal issuance, trading strategies, investor perspective, regulatory issues and industry trends in the U.S. and Europe.

iiSEARCHES is the most effective way to generate business opportunities and research potential, new and completed pension and nonprofit fund sponsor mandate activity from around the world.

Sample Content

Foundation & Endowment Intelligence : Exclude from iiSearches
Final Word: A Guide How (Not) To Navigate European Distressed Debt
Wednesday, April 25, 2012 4:44 PM
As the news continue to get grim from Europe, many endowments have either mapped out distressed debt plays or are contemplating some investment themes. Read More
Foundation & Endowment Intelligence : Investment Managers
Managed Volatility Strategies Catching On
Wednesday, March 28, 2012 6:21 PM
As endowments and foundations seek out new ways to reduce risk, managed volatility strategies are becoming more appealing. Read More
Power Intelligence : Mergers and Acquisitions
Dewey Power Team Lands At Bracewell & Giuliani
Thursday, May 10, 2012 9:08 AM
Five partners have joined law firm Bracewell & Giuliani from the power and utilities group at beleaguered Dewey & LeBoeuf.Read More
Power Intelligence : Project Finance
WestLB Open To Unit Sale Before Break-up
Wednesday, May 16, 2012 12:03 PM
Officials at WestLB remain open to selling its structured finance practice before the bank is broken up June 30, but observers doubt enough time remains to ink a sale of the entire unit.Read More
Foundation & Endowment Intelligence : Investment Managers
Sustainable Fund To Introduce Dollar Participation Class
Wednesday, March 28, 2012 2:00 PM
Branta Solutions, a sustainable multi-strategy fund launched by Roodhals Capital and seeded by Amsterdam-based IMQubator, is introducing a dollar participation class in response to demand coming from U.S.-based investors. Read More
Foundation & Endowment Intelligence : Investment Managers
Loomis Taps New Smid-Cap Manager
Wednesday, March 28, 2012 2:04 PM
Jeffrey Schwartz is joining Loomis, Sayles & Company’s equities group as co-manager of its small- cap value and small/mid-cap core strategies. Read More
Power Intelligence : Mergers and Acquisitions
CS Senior Troika Heads For BofA [UPDATE]
Friday, May 18, 2012 2:03 PM
The Credit Suisse power and utility team has lost a trio of senior staffers to Bank of America, an unusually large group for power investment banking which hasn’t seen group defections for a number of years. Read More
Compliance Intelligence : How To Implement
OCIE Scopes Firms’ Compliance Testing
Thursday, May 03, 2012 10:32 AM
The Securities and Exchange Commission is looking more intensely at compliance testing procedures and firms’ ability to detect violations. Read More
Compliance Intelligence : Enforcement Alert
Ex-CCO, Firm Fined Over AML Program
Monday, April 23, 2012 5:02 PM
A Washington, D.C.,-based online deep-discount brokerage and its president—who previously also served as its chief compliance officer and anti-money laundering officer—have been fined over alleged weaknesses in the firm’s AML program. Read More
Foundation & Endowment Intelligence : Fund Sponsors
Nonprofits Press For Key-Man Clauses
Wednesday, March 28, 2012 6:06 PM
Endowments and foundations are increasingly pressing hedge fund and non-marketable alternatives managers for key-man clauses that would allow them to exit investments should key personnel leave the managing firm. Read More

Real Estate Finance Intelligence : Video
REFI TV: Bliss Morris, First Financial Network
Tuesday, March 20, 2012 7:00 PM
Bliss Morris, ceo of Oklahoma City-based advisory First Financial Network, believes that financial institutions are in a better position now to sell loans than they were two or three years ago.Read More
Derivatives Intelligence : Video
Derivatives Intelligence OIS Roundtable
Thursday, March 22, 2012 2:08 PM
Since the latter part of 2007, there has been an increased switch by market participants in adopting overnight indexed swap discounting for interest rate swaps. Read More
Real Estate Finance Intelligence : Video
REFI TV: Michael Cohen, Colliers International
Monday, March 12, 2012 7:00 PM
Michael Cohen, president of the New York Tri-State Region at Colliers International, discusses what’s driving tech companies to Manhattan.Read More
Real Estate Finance Intelligence : Video
REFI TV: Steven Marks, Fitch Ratings
Sunday, May 06, 2012 7:00 PM
Steven Marks, a managing director at Fitch Ratings, talks to REFI TV about the the divergence between performance of real estate investment trusts in 24-hour coastal markets, versus inland suburban markets. Read More
Real Estate Finance Intelligence : Video
REFI TV: Huxley Somerville, Fitch Ratings
Monday, March 12, 2012 7:00 PM
Huxley Somerville, a managing director at Fitch Ratings, analyzes the agency’s recent report on the divergence between performance in the multifamily sector and the loans underling commercial mortgage-backed securities deals.Read More
Fund Industry Intelligence : Video
MSSB’s Kokenos Speaks About Strategy, GPS Tool
Thursday, April 26, 2012 11:31 AM
Peter Kokenos, ETF product manager at Morgan Stanley Smith Barney, discusses the firm’s Liquid Alternative Portfolios, the strategies behind them and the Global Product Screener advisor tool. Kokenos was named a Rising Star Of Mutual Funds.Read More
Fund Industry Intelligence : Video
Alpha’s Alford Talks Alts, Origin
Thursday, April 26, 2012 11:44 AM
Brad Alford, chief investment officer of alternative specialist Alpha Capital Management, discusses his firm’s origins, offerings and place in the industry. Alford was named a Rising Star Of Mutual Funds.Read More
Fund Industry Intelligence : Video
Morningstar’s Dolan Talks Ratings, Reports
Thursday, April 26, 2012 11:33 AM
Karen Dolan, director of mutual fund analysis at Morningstar, talks about Morningstar’s new fund ratings system and global fund reports.Read More
Foundation & Endowment Intelligence : Video
Altius’ Yoder Talks Real Assets, F&E Management
Thursday, September 29, 2011 7:00 PM
Managing Editor Mark Faro caught up with Jay Yoder, head of real assets at Altius Associates and head of the investment committee at Albright College, to talk about real assets investing and how to manage endowments of different sizes. Watch the video after the jump. Read More
Fund Industry Intelligence : Video
BNY’s Farrelly Discusses Creation Of His Position
Thursday, April 26, 2012 11:28 AM
Rashaan Farrelly, client services officer at BNY Mellon, discusses the creation of a position specifically for him to service the exchange-traded fund authorized participants and clients. Farrelly was named a Rising Star Of Mutual Funds.Read More

Fund Industry Intelligence : Blogs
ALFI Conference Recap: Delegates Talk Regulation
Tuesday, March 20, 2012 8:23 AM
At the Association of the Luxembourg Fund Industry’s (ALFI) Spring Conference in Luxembourg this week, the impact of upcoming regulations on the fund industry took center stage. The European Fund and Asset Management Association (EFAMA) set out its agenda for the coming year, identifying three regulations it plans to focus on: the Volcker rule, the Foreign Account Tax Compliance Act (FATCA) and the financial transaction tax (FTT). Read More
Fund Industry Intelligence : Blogs
Europe’s Fund Industry Weary Of Regulatory Avalanche
Friday, March 16, 2012 4:36 PM
The delegates and speakers at the ALFI Spring Conference in Luxembourg may not be against regulation per se, there is also some dissatisfaction with the proposed rules and regulations as they stand at the moment.Read More
Fund Industry Intelligence : Blogs
Clear Alternatives Looks To Challenge The Big Boys
Tuesday, April 03, 2012 4:23 PM
Clear Alternatives, an asset management firm owned entirely by women, is close to winning its first big client after opening at the beginning of the year. Company officials told FII that they expect to secure the custom of a large public pension fund within the next 30 days and are looking to grow assets under management to $250 million by the end of the year. Read More
Fund Industry Intelligence : Blogs
Squeezed By Distributors? Reevaluate Your Relationship
Wednesday, March 07, 2012 6:09 PM
Broker-dealers are ramping up their fees for asset managers to access their platforms. Analysts at kasina told FII that this development means asset managers should carefully evaluate relationships with distributors in order to maintain operating margins. Read More
Fund Industry Intelligence : Blogs
ICI’s Stevens Paints Grim Future
Tuesday, April 17, 2012 3:32 PM
Include the head of the Investment Company Institute among those who see the country’s fiscal outlook as very, very bleak. Read More
Fund Industry Intelligence : Blogs
Advisors Lean Toward Equity In 2012
Monday, February 27, 2012 6:24 PM
A recent survey conducted by Putnam Investments showed that advisors are planning on increasing their exposure to equities in 2012 despite concerns over volatility and security. Read More
Fund Industry Intelligence : Blogs
Pioneer Plans New Income-Focused App
Wednesday, March 07, 2012 6:20 PM
Pioneer Investments is planning to introduce a new marketing app aimed at providing advisors and investors with advice on generating income in any given investment environment. Read More
Money Management Intelligence : Blogs
Editor’s Pick: Podcast of Top Stories, April 30, 2012
Friday, April 27, 2012 2:50 PM
Listen to the Money Management Intelligence team recap and bottom line their top stories of the issue.Read More
Fund Director Intelligence : Blogs
Y’all Ready For This?
Wednesday, May 02, 2012 4:59 PM
Think you’ve heard all there is to hear about money market fund regulation and amendments to Rule 4.5? Read More
Fund Industry Intelligence : Blogs
Hill Hawk: GAO, DOL Duck On Small Biz Retirement Issue
Wednesday, March 14, 2012 12:07 PM
Very small employers—say, ones with four employees or even 10—exasperate well-meaning planners who would like to see everybody saving for their old age. Read More

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