Blog

Johnny de la Hey, Hunters Moon Capital joins the latest episode of Thematic Investors podcast to discuss European investment opportunities, how the Trump presidency is influencing investor moves, and more. Tune in to the full...

In our latest episode of the Thematic Investors podcast, host Kieran Cavanna sits down to discuss emerging market credit opportunities with the founder and managing partner of Sandglass Capital Management. Please listen to this...

How are investors focusing on hard tech investments and AI trends today? Will China play a deeper role in terms of this type of technology and cutting-edge semiconductor investment? In our latest Thematic Investors podcast, Val...

How are PMEs being leveraged for private market investing and how are GPs creating portfolios for today's market when considering diversification, risk, and deployment of capital? Listen in to the latest episode of the Improving...

How can a fund manager capture above average returns in targeting energy transition strategies? In this latest episode of Thematic Investors podcast, we sit down with Geosphere Capital Management, Arvind Sanger to get more...

What is the proximity revolution and how can global allocators leverage these principles to gain further insight into their investment strategies? Are we truly being innovative or repeating past ideas disguised as new strategies?...

How will regulations for institutional investors change under a Trump presidency? How valuable will a shadow SEC be in helping to identify regulatory issues and avoid systemic risk? In our latest Improving Alpha podcast we...

Season two of the Improving Alpha podcast featured many diverse perspectives and innovative approaches to asset allocation strategies. How do our guests spend their time reading and listening to other sources of inspiration to...

There's a lot of discussion around cryptocurrency and the impact on institutional investing. With almost $2-$3 trillion in market cap, could it ever take on wider adoption in allocator portfolios? Our latest guest on the...

Is there a shortage of liquidity in private equity transactions? What effect will tariffs have on activity when Trump assumes office? Will LPs significantly alter their portfolios, and will these changes be beneficial in light of...

Exploring distressed equity and credit for opportunities that can generate above average returns for institutional investors isn't always easy. However, if you can identify a catalyst to bring those distressed investments back to...

How are allocators addressing the technology gaps in trading alternatives? Vidrio's latest spotlight highlights the importance of the transaction editor and how allocators can leverage this tool to shift alternative allocations,...

What is the future strategy for a $340 billion pension aiming to enhance alpha, cut costs, and manage risks? Scott Chan, the new CIO of CalSTRS, joins Michael Oliver Weinberg on the latest episode of the Improving Alpha podcast....

What is the future of alternative investments and how will allocations continue to be diversified by leading pensions, endowments, family offices, sovereign wealth funds, and other institutional investors? Nick Bourne attends the

Can shipping be a play for leading asset allocators today? How will this theme be impacted by geopolitical tensions and the demand for new ships as we close out the year? Our latest Thematic Investors podcast powered by Vidrio...

To stay ahead in alternative investment trends, attending key events that address current issues affecting various allocators is essential. Vidrio recently participated in the ALTSUK event to gain deeper insights into portfolio...

Do institutional investors want active governance today and should it raise a red flag if it doesn't exist? In this episode of the Improving Alpha podcast we are joined by Shivaram Rajgopal. Listen as he breaks down the pitfalls...

How can a bankers approach in protecting assets help to move a $650 million endowment to over a billion in AUM? In this episdode of the Improving Alpha podcast, we chat with Catherine Ulozas, CIO, Drexel University. Learn more...

How can institutional investors drive innovation in their trade processes and optimize their operations? In this latest blog post, we steer clear of the widely recognized Spiderman meme when discussing the challenges faced in...

Clear Path Analysis recently held a webinar delving into a topic close to Vidrio's heart: addressing the data management hurdles faced by allocators. This blog post includes key insights from the webinar, shedding light on the...

Discover the insights into managing investments at the nation's largest physician-owned medical malpractice insurance company in the latest episode of the Improving Alpha podcast. Join TC Wilson, CIO, The Doctors Company, as he...

This summer, Vidrio Financial has engaged in discussions with various investors throughout the Gulf Cooperation Council (GCC) region to gain insights into their challenges and perspectives on the future of institutional...

In today's institutional investment market, there is a pressing issue regarding data management and control. While many are turning to artificial intelligence and LLMs as potential solutions, the question remains: can investment...

Gavin Baker of Atreides Management, LP, engages in a deep dive with host Kieran Cavanna on his journey to honing a sharp focus in tech investing and explores the potential transformative bubbles looming for institutional...

In our pursuit of deeper insights for our institutional investment network, one event shines above the rest. Dive into our newest blog exploring the perspectives shared at the ALTSNY event. Vidrio Financial captures the...

Are institutional investors all-in on artificial intelligence (AI), and if so what are some of the immediate guardrails that come in to play when executing an AI plan? In this latest episode of the Improving Alpha podcast,...

How does technology and asset allocation impact the building and scaling of institutional investment practices today? In this latest episode of the Improving Alpha podcast we welcome David Teten to discuss VC models, macro trends...

Curious about how deal flows, regulations, alternative investments, geopolitical tensions, and other factors are impacting allocators today? Vidrio Financial journeyed to the AIM Summit in London, seeking insights into the...

In our latest episode of the Thematic Investors podcast, host Kieran Cavanna sits down with Global Macro legend Scott Bessent to discuss investing, data analytics and AI, the current political environment, and much more. Listen...

In Vidrio's latest blog, we recap highlights and sessions from the Clear Path Analysis Private Markets Investor event, where institutional players focus on alternative investing for greater rewards and portfolio diversification...

In this exciting episode of the Improving Alpha podcast, Michael is joined by a special guest, Mazen Jabban, Chairman and CEO of Vidrio Financial. Together, they delve into the current landscape of institutional investing,...

Institutional investor interest is accelerating in the realm of sports investing and the Kingdom of Saudi Arabia is playing a pivotal role. Vidrio's attendance at the Bloomberg Power Players event will recap some of the...

What does it take to become a rising star in the value investing arena and how can you maximize inefficiencies in the volatile markets that we see today? In our latest Thematic Investors podcast we speak to James Davolos on...

Global organization leader and executive coach, Karen Yeyinmen join Michael on this latest episode of the Improving Alpha podcast to discuss the unraveling of leadership psychology for asset managers. A must listen as we start to...

Why is it crucial for institutional investors to avoid the 'garbage in, garbage out' scenario when it comes to their data management strategies? Why is data transparency increasingly vital for obtaining a comprehensive view of...

On this episode of the Improving Alpha podcast, we welcome Ciamac Moallemi to discuss the mysteries of decentralized finance and quantitative institutional investing. If you are looking to learn more on Ethereum and the impact of...

Will hedge funds be a tough sell for institutional investors in 2024? What are some of the latest opinions on the use of artificial intelligence from both hedge funds and other allocators? Vidrio brings you some quick takeaways...

In the latest episode of Improving Alpha, Michael Oliver Weinberg is joined by Russell Carson to discuss how the Carson Family Charitable Trust and WCAS, has assisted in building strong foundations across the healthcare and...

Are European investments a bargain in energy, infrastructure, defense, and other themes? Join us on our newest episode of the Thematic Investors podcast as we welcome Stuart Mitchell to share his insights on Europe, and...

In the fast-paced world of institutional investing, where performance and risk management are top priorities, it's no wonder that industry experts seek inspiration and wisdom from other sources. So, where do these experts turn to...

How do institutional investors fix the data management challenges that plague the industry? Vidrio is continuing our investment in advancing data automation processes and controls for the future. Learn more in our latest blog.

In our most recent installment, Michael extends an invitation to Sandro Salsano to delve into his astute investment strategies throughout Latin America and the profound impact of humility on his family office success as well as...

Discover how the world of telecommunication investing is evolving and whether we have the necessary power to tackle the upcoming wave of innovation. Immerse yourself in the latest podcast episode of Thematic Investors, hosted by...

Discover the role of data in the alternative asset space, as it intersects with artificial intelligence, regulation, and ESG. Join us as Vidrio Financial introduces William J. Kelly, CAIA, as a guest on the Improving Alpha...

In the newest episode of Improving Alpha Innovation in Investing, ESG and Technology, Paul Sohn teams up with Michael Oliver Weinberg. Discover Paul's unique perspective on foreign investment opportunities and what he really...

In today's ever-changing digital landscape, institutional investors face the daunting task of safeguarding their data from cyber threats, especially those that exploit the power of artificial intelligence. To shed light on this...

Missed out on attending the World Pension Summit last month? Don't worry, Vidrio Financial is here to provide you with a comprehensive overview of the panel discussions that took place on topics such as sustainable investing,...

Christopher J. Ailman, CalSTRS is our latest podcast guest with host Michael Oliver Weinberg to discuss the essence of ESG, the future of technology investing, venture capital, China, and a lot more for today's allocators.

How are institutional investors driving growth and efficiencies while exploring new operational trends, industry advancements and innovation? We review the insights from last month's London Fund Operator Summit.

Discover the insights from Vidrio Financial on the latest updates to the SEC private fund rules and how we are assisting allocators in managing data, compliance, performance, and more within their multi-asset class portfolios.

Join our two guests from Azarias Capital Management as they discuss uranium investing with host Kieran Cavanna, and how this energy alternative presents a viable solution to meeting climate change goals.

Scott Pittman, Mount Sinai's Endowment sits down with host Michael Oliver Weinberg to discuss risk taking strategies, private markets, regional investment trends across Europe, Asia, and more.

In our very first Thematic Investors podcast, Todd Kantor, the innovative Founder and Managing Member of Encompass Capital Advisors LLC, embarks on a captivating conversation with Kieran Cavanna about the tactics employed in...

Tobias Read from the Oregon State Treasury sits down with Michael Oliver Weinberg on navigating alternatives, (including private equity investments) across a hybrid pension portfolio. 

Jose Eduardo Siman sits down with Michael Oliver Weinberg on navigating fraudulent investments for asset allocation, family office innovation, and separating governance from ownership.

Want to know where the Middle East is headed in terms of institutional investments and how alternatives play in the space? We recap the Markets Group Private Wealth Middle East Forum and overlay Vidrio innovation for your...

What do OCIOs and those that are evaluating an OCIO-investor relationship need to be on the lookout for in today's market? Vidrio Financial breaks down some of the trends we're seeing and how discussions are evolving for OCIOs...

By Susan Barreto, Editor, AlternativesWatch.com

Did you get to attend the BAI Alternative Event last month? Vidrio Financial did, and came away with great insights around portfolio data transparency, private equity strategies, artificial intelligence and more.

Vidrio details the finer points of AI and machine learning for allocators, and where the future is headed as we further leverage human expertise and software.

Our recap of the Clear Path Analysis Private Markets Investor event covering challenges with Excel spreadsheets, data integrity and transparency.

Fresh off the ALTS LA event, the Vidrio team breaks down some key takeaways on the minds of today's allocators.

In our latest episode, we speak with Gitanjali Swamy about the ways that those in the asset community can create better intelligence around the topic of diversity.

By Susan Barreto, Editor, AlternativesWatch.com

In our sixth episode, we speak with Tensie Whelan about sustainability for institutional investors and how leaders can drive better financial and societal performance by embedding sustainability into their businesses.

Vidrio Financial takes a look into the private credit space, how allocators are rebalancing towards this asset class, and how we are assisting these  strategies.

In our fifth episode, we speak with Greg Steinmetz about two of the richest people in history and how their contributions helped shaped the institutional investment arena today.

In our fourth episode, we speak with Shai Davidai, Columbia Business School on the psychology of those operating in finance. Listen below.

Earlier this month the Vidrio team journeyed to Miami to get the latest downloads on ESG, regional alternative Investment strategies, and future investing trends.

Investors need to take note and align themselves with technology partners that constantly evolve to improve due diligence workflows and transparency.

In our third installment, we speak to Jonathan Grabel, Chief Investment Officer, LACERA. Listen below.

In our second podcast episode, we speak to Ben Samild, Deputy Chief Investment Officer, Portfolio Construction, Future Fund. Listen below.

Check out our recap of the ALTSTX event and see where the future of the 60/40 portfolio, inflation, and ESG risk metrics are headed in 2023. 

Welcome to our first inaugural episode of the Improving Alpha Podcast Series. Learn how ASU Enterprise Partners is encouraging growth and innovation across their endowment.

Check out our recap of the Alts Seattle event and learn where allocators are shifting their investment strategies now.

We review the latest on the ESG puzzle for allocators while also outlining how Vidrio Financial looks at ESG scoring.

David Barry, Director of Marketing, Vidrio Financial

‘Greenwashing’, is a cringe-worthy term for any allocator...

Institutional Investor portfolios are under more scrutiny as volatility continues to climb.

Federico De Giorgis, President, Vidrio Financial

By Susan Barreto, Editor, AlternativesWatch.com

Will market volatility drastically alter the level of transparency that allocators provide today and how will investors and the SEC respond?

Gygmy Gonnot, Managing Director, Vidrio Financial

See how Vidrio has impacted the industry in terms of data management, risk, and innovating our platform for allocators.

By David Barry, Marketing Director, Vidrio Financial

By Susan Barreto, Editor, AlternativesWatch.com

What does the investment process look like in today's market, and how data management is integral to managing risk.

By Gygmy Gonnot, Managing Director and Partner at Vidrio Financial

How CIOs are solving the inflation puzzle with the use of technology.

I had the pleasure of attending the Annual ALTSLA 2022 Conference at the end of March hosted at JW Marriott in Los Angeles which brought together leading industry experts covering alternative investments including hedge funds,...

Accompanied by Willett Bird and Zac Corona from the Vidrio biz dev team, I recently joined the thousands of investors, managers and industry elite who attended Miami’s so-called Hedgeweek, which saw multiple conferences and...

Name?Garret Bluish

Name?Cloris Jiang

Name?Marco Giordani

We are pleased to have been shortlisted this year for both the AltCredit US and EU awards in the Best Data and Information Provider category. So what makes us top nominees in the category?

In our latest Vidrio Views findings, recently covered by Hedgeweek, it is evident that while the craze of interest for crypto currencies and crypto related investment offerings persists to date, there are no meaningful examples...

The data collection and handling process is a critical element in providing a valuable front-to-back office solution that simplifies the overall investment management process for clients. This process can significantly improve...

Data integrity in the due diligence and allocation process has never been so important, as evidenced in the August 2021 publication of Vidrio Views, our monthly market survey of global allocators and LPs representing more than...

Inflation expectations in the second half of 2021 have been moving higher,though whether this shift is temporary and range-bound is likely to become evident in the coming months as the Federal Reserve maintains its dovish ...

It has been more than ten years since Vidrio first launched to the market, but what many people don’t know is that the concept of Vidrio first emerged two decades ago. In this Q&A with our CEO, Mazen Jabban, we discuss the unique...

It would seem the current trend of Zoom Diligence might be here to stay for some time, so in addition to our own recent thought leadership on the topic, we’ve rounded up the following summary of high value content covering...

If we’d been told just a few years ago that the industry would be rocked by a global pandemic, our expectation would have been for complete panic across the industry. What we saw instead, just one year ago this week, was only a...

In our latest Coffee and a Conversation, Vidrio's Willett Bird met with Kamal Suppal, Chief Investment Auditor of the Boston-based, Emerging Markets Alternatives. The two discussed the nuances of conducting due diligence on...

Appropriately, we kicked off our new virtual Coffee and a Conversation series with a discussion about remote due diligence meetings, aka Zoom Diligence, and presented ideas for allocators who must now adapt their processes to...

It has been more than 35 years since Microsoft Excel (originally for the Macintosh!) was first introduced to the world. Yet here we are in 2020 and there are firms across the globe that still use Excel to support at least some...

“Workflow” has become an in-vogue term in recent years, generally defined as the sequence of repeatable processes through which a piece of work passes from initiation to completion. For fund allocators, workflows are employed...

Vidrio's CEO, Mazen Jabban joined a virtual panel of fellow industry leaders for the October 9^th Talking Hedge Webinar: Managing Risk and Improving Alpha with Customization. The panel was part of the Talking Hedge Santa Monica...

Nearly three months ago, the Securities and Exchange Commission’s (“SEC”) announced the Proposed Rule on Reporting Threshold for Institutional Investment Managers, which proposes an amendment to raise the threshold for reporting...

In their recently published investor update, Alternative Assets, H2 2020, Preqin reported that investors are not giving up on alternative assets and many expect to increase commitments.

In this post, Antonio Simonini, Vidrio's head of Client Services and member of our senior management team reflects on the effects of the current pandemic on the industry, Vidrio's own preparation and response, and the ways in...

When it comes to business continuity and infrastructure readiness, what does your new normal look like today, and are you preparing for whatever tomorrow’s “normal” may be?

The application of advanced algorithms and machine learning to the data collection and analytic services we offer is the one of the latest innovations to help clients solve complex allocation needs and build more efficient...

For firms that desire continuity across all their teams, the multi-function single-vendor solution is a reasonable choice for the benefit of reporting alone. This level of centralization helps prevent discrepancies in data,...

One of the most widely used solutions capable of catering to an array of individual specialties is a combined patchwork of disparate tools and services for each functional need. While this approach seemingly allows allocation...

While there are trillions of dollars in the finance world managed on spreadsheets, there are a select few who choose to take on the task of creating their own custom-built software solution for portfolio management. 

The reasons...

Spreadsheet software such as Excel may be the de facto system for financial institution's portfolio management, but should they be? With increasing staff, volumes of data, assets, and client responsibilities, spreadsheets quickly...

In the current pandemic environment, while some of the funds that asset allocators are invested with are finding ways to profit, many funds are performing poorly. Some will close as a result. Across the board, we see allocators...

There are both advantages and disadvantages to custom building systems for cross-portfolio asset management vs. buying an existing off-the-shelf vendor solution. Is there a happy medium?

Covid-19 and a crash in the oil markets have triggered a bear market that may lead to a recession. While the complexion of this bear market is different from 2008-9, there are applicable lessons from the last recession that can...

Year after year, Agecroft does an excellent job bringing together a mix of funds, allocators, and service providers for their hedge fund allocator conference. Here are the top takeaways from Agecroft's "Gaining the Edge" in 2019:

Vidrio is a Technology Enabled Service for fund allocators. We collect a full range of data from external managers for our clients so they can focus on more value-added tasks. We use all this data to power a range of functions...

Vidrio is the first Technology Enabled Service for allocators. We’re also undoubtedly the oldest. The origins of Vidrio go back to 1994 when we established one of the early funds of hedge funds. Along the way, we developed...

Investment managers traditionally develop custom internal technology or implement multiple vendor solutions to manage their investments. Historically, these were the only products that could provide mature products across all...

For investors placing money with hedge funds, calculating the risk of these investments is a multi-faceted problem.

Some risk elements, like standard deviation, are relatively easy to calculate: track performance over time and...