Newsletter

Vidrio Financial -
Winter 2024

On behalf of all of us here at Vidrio Financial, we wanted to wish you a safe and joyous holiday season and a very Happy New Year.

In this month's newsletter, we are excited to provide you with the latest institutional investment content covering global allocation trends, artificial intelligence, distressed investing, liquidity concerns, and more. This includes:

- Pensions & Investments Industry Voices Commentary from Vidrio's Chairman & CEO.

- New research on the Gulf Cooperation Council (in partnership with AW Research).

- Latest from the Vidrio blog and podcasts - Improving Alpha and Thematic Investors.

- Recent awards and accolades as we close out 2024.

See more details below and thank you for being a loyal reader.

Pensions & Investments - Industry Voices Commentary: How much of a future does artificial intelligence have in institutional
investing?

by Mazen Jabban, Chairman & CEO, Vidrio Financial

Artificial intelligence, machine learning, and deep neural networks are becoming more integrated into institutional investing operations daily. However, are they enhancing operation efficiency or revolutionizing investing models and strategic portfolio decisions? In this latest Pensions & Investments Industry Voices Commentary, Mazen Jabban contributes his beliefs and expertise to this ongoing debate in obtaining an optimal total portfolio view. Read more here.

Alternatives Find a New Home: A Practitioners Guide to the Gulf Cooperation Council

Vidrio Financial recently partnered with AW Research to explore how investors in the region have expanded their mindset towards alternatives, and how GPs are responding with their growing presence in the region.

This report explores:

- Investment activity in the region over the past year by allocation and month.
- Which asset classes the largest regional allocators are active in currently?
- First-person accounts of how and why business in the region has evolved and where it is headed.

With rapid expansion in private markets and trillions at stake for future allocations, many want to know what's next in the region. Learn how the GCC is diversifying through private equity, venture capital, infrastructure, and real estate. 

Additional thought leadership content - download today:

• Artificial Intelligence and the Future of Institutional Investing - our latest report on how investors are navigating the impact of AI and adapting their operations today. Learn more from our research and how Vidrio Financial supports institutional investors with better data management and collection, risk analytics, cash flow monitoring, and more.
  
  
• Outlook for OCIOs - In partnership with AW Research, Vidrio Financial looks at some of the longest-running OCIO businesses with AUA totaling over $660 billion. What are the typical OCIO clients today? How are OCIOs managing with outdated operating models that struggle to be future-proofed when compared to client AUM expansion goals?

Top Blogs & Podcasts

SuperInvestor 2024 Takeaways: Connecting LPs and GPs Across the Private Capital Universe

Is there a shortage of liquidity in private equity transactions? What effects will tariffs have on the dealmaking activity when the Trump administration takes office? Nick Bourne provides his takeaways from this year's SuperInvestor event. Read more here.

Improving Alpha: Koray Caliskan on the ‘Data Money’ of cryptocurrency and future applications

How are allocators looking at cryptocurrency and will it ever reach wider adoption levels in institutional investor portfolios? We welcome Koray Caliskan to the Improving Alpha podcast to discuss crypto, artificial intelligence trends, and the concept of social innovation. Listen now.

Thematic Investors:
Plus Tick Management Exploring Old School Hedge Fund Returns

How can investors identify the right catalysts to turn distressed equity and credit opportunities into assets with huge upswings? Our latest Thematic Investors podcast is out now. Take a listen and then visit past episodes in the series that have recently hit over 10K total engagements. We hope you enjoy it.

Additional blog content:

• Improving Alpha Podcast: Top Book Recommendations from Season Two
• Vidrio Spotlight: Understanding the importance of the transaction editor for allocators.
• Preqin Event: Capturing takeaways from the future of alternatives - by Nick Bourne.

Vidrio Financial Awards and Accolades

Over the last year, Vidrio Financial has been accelerating the work critical for institutional investor operations and efficiencies across data management, portfolio monitoring, advanced risk calculations, and more. Our efforts paid off with two separate award program wins:

- With Intelligence - Winner - Best Information and Data Provider

- Private Equity Wire US Credit Awards - Winner - Data Provider of the Year - Analytics & Insights.

(We were also shortlisted across 5 other categories at that time).

As we close out 2024, we are pleased to report to our community that we have been shortlisted once again across 3 additional With Intelligence awards:

- Best Data Provider Alternative Data Sources.
- Best Front Office Data Management Tool.
- Best Machine Learning Development. 

If you are eager to discover more about Vidrio Financial and how we're helping investors innovate their data management and total portfolio approach, be sure to book a demo with our team today.

 Latest With Intelligence Award Notices:

+$100bn

managed & monitored on the Vidrio platform.

+1.0MM

alternative data points processed per month.

+1,000

of alternative funds monitored by Vidrio for allocators.