With Intelligence

Plug With Intelligence investor data straight into your CRM... With 8,500+ investor profiles on the platform, and more added every month, it is now easier than ever to raise funds and speak to the right investors for your fund. Speak to one of our experts about how With Intelligence’s complete hedge solution can help you to reach your goals faster.  #hedgefundcrm #crm #assetmanagementcrm #hedgefund #fundraising

Discover the latest insights on the elusive world of single-family offices (SFOs). The Swiss Single Family Office Association, in collaboration with UBS and the University of St.Gallen, provides a realistic assessment of SFO numbers in Switzerland, challenging inflated claims from other regions. For an in-depth analysis, read our full report here: https://lnkd.in/eciDPYUS #FamilyOffice #WealthManagement #SFO #FinancialInsights

We are excited to announce a brand new feature to the With Intelligence Private Credit Platform – Industry Benchmarks. Here’s what you can do with our Industry Benchmarks feature:  · Benchmark Overview: Get a snapshot of dataset performance.  · Constituent Ranking: Rank underlying funds to identify top performers.  · Investors Tab: See who is investing in each fund to understand your competition.  · Custom Benchmarks: Create alternative views of the dataset, including multiple strategies or asset classes. Curious to see it in action? Request a custom demo here: https://lnkd.in/e8HVkUif #PrivateCredit #IndustryBenchmarks #GrowthStrategy #DirectLending #AlternativeInvestments

Discover the top 3 news stories read by private credit asset managers in May... 1. Missouri plots $500m buildout after allocation hike - $9bn pension doubled its target last year amid broader private markets shift 2. CalPERS loses private debt head - Jean Hsu leaving in July after 25 years at pension giant 3. Kansas explores dedicated PC sleeve after $2.7bn alts hike - New bill allows for 10% increase to alts exposure - up to 25%   To get full access to the top 3 stories click here: https://lnkd.in/eFxTMPb2 #privatecredit #privatemarkets

Discover the top 3 news stories read by hedge fund asset managers last month... 1. Top multi-strats back at least 50 hedge funds - Biggest pod shops have an estimated $20bn invested in third-party managers 2. Brevan Howard axes two funds as PM to exit - Alfredo Saitta to leave, fellow manager Louis Basger stays amid restructure 3. Citadel, Millennium alum preps $600m HF launch - Nikola Pikula’s consumer strat to debut H2 2024 To get full access to the top 3 stories click here: https://lnkd.in/gqvCZNJA #hedgefund #assetmanagers #hedge

A preference for secrecy, privacy, and security makes the number of single-family offices very hard to quantify. Read our latest insights on sizing global family offices, written by Alastair Graham: https://lnkd.in/eciDPYUS #SFO #MFO #familyoffice

Discover the top 3 news stories read by real estate asset managers last month... 1. Blackstone vet closes debut fund at $1.25bn - Town Lane officially launched earlier this year by Tyler Henritze 2. New Mexico adds analyst amid RE debt buildout - Juan Trevizo joins real estate/real return team 3. Lazard Family Office Partners exploring US RE debt funds - The $8bn New York firm now wants managers with more than 12-15% returns, vs 9% in 2023 To get full access to the top 3 stories click here: https://lnkd.in/ewFBj5p5 #realestate #assetmanagers

Following the acquisition of FolioMetrics last year, With Intelligence now offer the complete hedge fund solution for asset managers. With Intelligence data + FolioMetrics CRM = One complete hedge fund solution to support you in fundraising efficiently and effectively. Speak to one of our experts about how With Intelligence’s complete hedge solution can help you to reach your goals faster.  #hedgefund #assetmanagementCRM #CRM

Discover the top 3 news stories read by private equity asset managers last month... 1. What StepStone Looks for in Small Buyout GPs - Prefers GPs with proactive outbound sourcing teams, firm tells With 2. Missouri Eyes Secondaries for PE Buildout - Allocator wants secondaries for vintage year diversification 3. Inside Baylor’s Manager Selection Process - $2.2bn endowment gets up close and personal, CIO tells With Get full access to the top 3 stories here: https://lnkd.in/eHyWADCq #privateequity #privatemarkets

We hope you had a fantastic time at the With Intelligence Mutual Fund & ETF Awards 2024 last week which took place at the Metropolitan Club in New York. The evening celebrated the very best in the traditional asset management sector. We are pleased to announce the photo album is now available to view: https://lnkd.in/eEr-yyV4 With thanks to our sponsor Sullivan & Worcester LLP and our charity partner Expect Miracles Foundation - Financial Services Against Cancer. #mutualfundetfawards #mutualfund #etf