• May 25, 2016
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    Opportunity, Obstacles Lead To Emerging Manager Acquisitions & Closures

    May 5, 2016

    The past six months have seen multiple acquisitions and closings of emerging manager firms, with some showcasing the successes possible in the space and nearly all highlighting the difficulties facing boutique managers.
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    Majority of Domestic Equity Managers Lag Benchmarks in Q1

    May 5, 2016

    Less than half of all domestic long-only equity managers outperformed the benchmark in the quarter ending March 31, according to Emerging Manager Monthly’s first quarter performance report.
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    Nichols Closing Institutional Small-Cap Growth Strategy

    May 5, 2016

    Domestic small-cap growth equity manager Nichols Asset Management is closing its institutional strategy—a decision that will result in the reallocation of approximately $300 million in emerging manager assets.
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    Apex Capital Talks Decision To Partner With Fiera Capital

    May 5, 2016

    It may be easier to say after a $145 million windfall, but money should not be the focus for any emerging manager considering a sale, according to Nitin Kumbhani, founder, cio and principal at Apex Capital Management, which was acquired earlier this year by Fiera Capital.
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    Marketing

    Sorelle Aims To Create Steady Income Stream For Investors

    May 5, 2016

    Sorelle Asset Management is betting on investors’ needs for a steady income stream that hasn’t been provided through the traditional bond markets with its launch of The 576 Income Fund on March 1.
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    Expert Advice

    The Basics of Content Marketing

    May 5, 2016

    Let’s get this out of the way early: Yes, a thoughtful, well-planned, and professionally-executed content marketing strategy is an essential best practice for any emerging manager serious about the long-term future of their business.
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    Simons Says

    Simon Says

    May 5, 2016

    What’s Hot, What’s Not

    The question that I am asked most often is, “What are the SEC’s current hot topics?” That can be a difficult question to answer, depending on the SEC region that the individuals work in and the cases that the SEC is bringing against investment advisers.

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    Features

    Pennsylvania Treasury Taps PWP’s Agility To Build Emerging Mgr. Program

    May 5, 2016

    The Pennsylvania Treasury is in the process of building a new $500 million emerging manager program with the assistance of Agility, the outsourced cio team of Perella Weinberg Partners.
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    Features

    Aon Hewitt’s Jones Sees Opportunities For Alpha With Emerging Managers

    May 5, 2016

    If you’re using your head and following your heart on the path to outperformance, you might have what it takes to be an emerging manager on Aon Hewitt Investment Consulting’s platform.


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    Searches

    Maryland Issues Emerging Manager RFI

    May 5, 2016

    The $44.2 billion Maryland State Retirement & Pension System has issued an RFI for program managers for its emerging manager program.
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    Searches

    NEPC Issues Emerging Real Estate RFI

    May 5, 2016

    Investment consultant NEPC has issued an RFI for emerging real estate managers to better survey the marketplace and meet client demands, the firm said.
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    Searches

    Dallas Employees Issues ‘Next Generation’ Small-Cap Growth Manager RFP

    May 5, 2016

    The $3.1 billion Dallas Employees Retirement Fund is currently searching for one “next generation” domestic small-cap growth equity manager to handle a 2% allocation.
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    Little Black Book

    Philly Names New CIO

    May 5, 2016

    Michael Donatucci will join the $4.2 billion Philadelphia Board of Pensions and Retirement named as its new cio in June, Chief Compliance Officer Christopher DiFusco said, in an e-mail.
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    Tortoise Credit Strategies To Acquire Bradford & Marzec

    May 5, 2016

    Tortoise Credit Strategies will acquire fixed-income manager Bradford & Marzec through a management buyout, Tortoise Spokeswoman Deborah Kostroun confirmed.
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