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  • January 20, 2017
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    A Look Inside Emerging Manager Programs

    M&A, Closures Grab Headlines; Program Restructurings Tell Story

    January 5, 2017

    Emerging manager acquisitions and closings dominated the headlines in 2016, but it is the continued move to international equity that will have the most significant long-term impact on the emerging manager space moving forward.
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    A Look Inside Emerging Manager Programs

    Putting A Story To The Numbers

    January 5, 2017

    Emerging Manager Monthly has compiled information on 38 public funds utilizing emerging managers-of-managers and 19 plans with direct emerging manager programs, including each underlying manager and the type of strategy they manage in the respective programs.
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    A Look Inside Emerging Manager Programs

    Top Public DB Plans Leave Room For Growth of Emerging Space

    January 5, 2017

    Emerging manager programs have long been associated with some of the largest public pension plans in the country—including the California Public Employees Retirement System, California State Teachers Retirement System and New York State Common Retirement Fund—however not all large state and municipal pension plans have made a specific point to focus on small, boutique and women- and minority-owned asset managers.
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    A Look Inside Emerging Manager Programs

    Graduations Remain Elusive As Plans Consolidate, Review Programs

    January 5, 2017

    The graduation of emerging managers into overall portfolios continues to be generally non-existent as pension funds continue to go through a period focused more on consolidation and the review of their current programs.
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    A Look Inside Emerging Manager Programs

    Emerging Managers Can’t Escape Active Management Struggles

    January 5, 2017

    The performance of emerging manager programs has been a talking point amongst plans reviewing their current portfolios as well as those considering investments in the space.
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    A Look Inside Emerging Manager Programs

    Investors Not Concerned With Capacity Issues As Int’l Surges

    January 5, 2017

    The continued push into non-U.S. equity by emerging manager programs has not yet led to capacity issues among managers but has led to managers-of-managers being more creative in identifying investible strategies, according to allocators.
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    Simons Says

    Changing of the Guards

    January 5, 2017

    With 2016 in the rearview mirror, I would like to spend a little time talking about the SEC’s Fiduciary Rule.
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    Expert Advice

    Late to the 2017 Strategic Plan? Catch up in 8 Simple Steps

    January 5, 2017

    By Dan Sondhelm, Sondhelm Partners

    If you were too busy eating turkey or wrapping (and unwrapping) presents to focus on your distribution strategy during November and December, don’t worry. You still have time to kick start the year with a sound strategic plan to create or improve your growth strategy in 2017. Here’s what you need to focus on to get that done.
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    Launches

    All-Cap Mgr. Kirr Marbach Launches Small-Cap Value Strategy Emerging Manager

    January 5, 2017

    Kirr, Marbach & Co. has launched a domestic small-cap value equity strategy that pulls from its long-time approach to its all-cap equity portfolio.
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    Marketing

    Dundas Global Investors Seeing U.S. Marketing Efforts Pay Dividends

    January 5, 2017

    Dundas Global Investors has seen growth in its U.S. institutional business over the past two years as emerging manager programs continue to show increased interest in non-U.S. equity strategies.
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    Searches

    Texas Employees To Revist Int’l Equity

    January 5, 2017

    The $25.5 billion Employees Retirement System of Texas will pick up discussions on refocusing its emerging manager program to include international equity strategies next month, Deputy CIO Sharmila Kassam said, in an e-mail.


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    Searches

    FSU Foundation Eyes Smaller Mgrs.

    January 5, 2017

    The Florida State University Foundation is eyeing future discussions on the use of small asset managers with investment consultant Cambridge Associates, according to documents from its Dec. 1 investment committee meeting.
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    Industry News

    Former NY Common Director Charged

    January 5, 2017

    Navnoor Kang, previously director of fixed-income and head of portfolio strategy at the $178.1 billion New York State Common Retirement Fund, has been charged for his role in an alleged pay-to-play scheme involving two broker-dealers, according to an indictment unsealed last month by U.S. Attorney Preet Bharara.
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