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  • January 17, 2018
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    A Look Inside Emerging Manager Programs

    Industry Looks For Positives As Headwinds Persist For Emerging Asset Managers

    January 4, 2018

    While the fall of big name firms in the emerging manager space dominated headlines in 2017, rosier times could be on the horizon for active long-only managers, industry experts said.


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    A Look Inside Emerging Manager Programs

    Special Report 2018- A Look Inside Emerging Manager Programs

    January 4, 2018

    Emerging Manager Monthly has compiled information on 33 public funds utilizing emerging managers-of-managers and 17 plans with direct emerging manager programs.
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    Quotient Investors Closing Doors Following Loss of CalPERS Assets

    January 4, 2018

    Equity manager Quotient Investors is shutting down and returning assets to clients.
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    A Look Inside Emerging Manager Programs

    Is The Continued Shift To Direct Programs Pulling Up The Ladder On Firms

    January 4, 2018

    A recent push from major pension plans away from manager-of-managers programs has led to concern that up-and-coming emerging managers will face an even more difficult time gaining traction amid a very competitive market.
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    A Look Inside Emerging Manager Programs

    Managers, Allocators Look To Diversify Non-U.S. Equity Program Offerings

    January 4, 2018

    Institutional investors’ search for alpha generation has led to a flood of capital shifting into non-U.S. equity strategies, which is being felt by emerging managers-of-managers and the programs they maintain, according to numbers compiled in Emerging Manager Monthly’s 2017 review of the emerging manager-of-managers program space.


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    A Look Inside Emerging Manager Programs

    Fixed-Income Coming Back Into Favor With Programs

    January 4, 2018

    Fixed-income is picking up steam among emerging manager programs, acting as a reliable source of cash flow and protection within portfolios, according to industry sources.
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    A Look Inside Emerging Manager Programs

    Lost In The Middle: The Disappearance Of U.S. Mid-Cap Equity

    January 4, 2018

    Active management of dedicated domestic mid-cap equity mandates is becoming something of a “lost art” in the institutional marketplace— a trend that is playing out across the nation’s emerging manager-of-managers programs.
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    Features

    The Fundamentals of Investment Management Firms

    January 4, 2018

    Operational efficiency has become ever more vital to the sustainability and longterm success of active asset managers as asset growth continues to be concentrated with the largest firms and fee compression continues to accelerate and put pressure on the smaller firms.
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    Simons Says

    Out With The Old, In With The New

    January 4, 2018

    Happy Holidays to everyone.

    There are a few things that have piqued my interest these last few weeks: (1) the SEC has five Commissioners for the first time in over two years; (2) FINRA has released a consolidated report of findings on recent exams (maybe the first time ever); (3) the interesting case involving Forum Financial Management; and, (4) another interesting case involving a state-registered adviser, Broidy Wealth Advisors.
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    Expert Advice

    Guest Column: Making Your Marketing Plan For The New Year

    January 4, 2018

    Eat more kale. Exercise more. Clean the junk drawer. New Year’s resolutions rarely stick, but January is an ideal time for managers to make concrete (and realistic) strategic plans for the coming calendar year.
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    Launches

    Decatur Capital Management Launches Non-U.S. Equity Strategy

    January 4, 2018

    Decatur Capital Management has launched a non-U.S. developed markets equity strategy with initial funding through emerging manager-of-managers FIS Group.
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    Marketing

    Hillswick Asset Mgmt. Eyes Growth In The Face Of Market Changes

    January 4, 2018

    Hillswick Asset Management intends to diversify its strategies to expand its client base in anticipation of increased interest in the U.S. fixed-income space.
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    Alternatives

    LexION Capital’s Winning Algorithms Paying Off With Hedge Fund

    January 4, 2018

    Elle Kaplan has held a lifelong fascination with the financial markets and numbers, having been trading on her own since the early age of 12.


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    Searches

    Texas Employees Creating Early Stage Hedge Fund Platform

    January 4, 2018

    The $27.8 billion Employees Retirement System of Texas is planning to launch an early-stage hedge fund platform this year, Deputy CIO Sharmila Kassam confirmed.


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    Industry News

    Texas County & District Names CIO

    January 4, 2018

    The $28.6 billion Texas County & District Retirement System has selected Casey Wolf as its new cio, Spokesman Russ Rhea confirmed, in an e-mail.
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