Tag: Institutional investors
Why 2026’s heatwave is a portfolio risk investors can’t ignore
The summer of 2026 is set to go down as one of the most severe heat events Europe has ever endured. According to new...
US WealthTech deal activity projected to decline 15% in 2026 as...
Key US WealthTech investment stats in H1 2026: US WealthTech funding dropped 13% YoY in H1
Deal activity projected to decline 15% for 2026...
Why unclaimed dividend tax is costing US investors dearly
US investors continue to hold vast and growing portfolios of foreign equities, with international diversification remaining a cornerstone of institutional investment strategy. Yet almost...
Why private market returns are getting harder to trust
Private market allocations have moved from the fringes of institutional portfolios to their core, yet many performance measurement frameworks still treat them as an...
Ortec Finance warns on cascading polycrisis risk
Institutional investors are facing a world where geopolitical, economic and environmental risks no longer arrive in isolation, but collide and compound one another, according...
Why investors can’t ignore the uncertainty-risk gap
Institutional investors face a widening gap between rising economic uncertainty and unexpectedly steady financial markets, according to new analysis from Ortec Finance.
The investment risk...
US strengthened its WealthTech dominance further, securing over half of all...
Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY
US companies secured over half of all deals in...
US retained its top position in the global FinTech market with...
Key global FinTech investment stats in Q2 2026: Global FinTech deal activity increased 8% YoY
US companies retained their top spot in the global...
US WealthTech investment halved YoY as deals over $100m dropped in...
Key US WealthTech investment stats in Q2 2026: US WealthTech investment halved YoY in Q2 2026
Deals over $100m dropped by 65% as investors...
Ortec Finance: fixing the climate risk gap in portfolios
As climate risk climbs the agenda for pension funds, insurers and asset managers, investors are seeking to embed climate considerations across the entire investment...
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