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  • February 20, 2017
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    11th Annual Emerging Manager Awards Nominees

    February 2, 2017

    Emerging Manager Monthly has announced the nominees for our 11th Annual Emerging Manager Awards.
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    Small-Cap Value Leads the Way In Fourth Quarter

    February 2, 2017

    Domestic small-cap value equity managers posted the highest quarterly and annual returns for the period ending Dec. 31, according to the newest quarterly performance report from Emerging Manager Monthly. Small-cap value manager Schneider Capital Management had a hot hand in the fourth quarter, returning 20.96% over the three month period. Looking at the full calendar year, smallcap value manager Aegis Financial Corporation must have been sorry to see 2016 go as it closed out the year with a 72.53% return. Overall, 1,427 products from 417 unique firms were included in the report. Large-cap core was the most populated strategy with 149 products. Please see the disclaimer in the full report for details on how the data was collected.
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    Conference Coverage

    Knowledge, Creativity Key To Mgr. Differentiation: Panel

    February 2, 2017

    One simple way that managers can begin to differentiate themselves is by having familiarity with an institution’s portfolio and investment goals in the upcoming years, UCLA Investment Company President and CIO Srinivas Pulavarti told attendees during the LEADING THE WAY: Endowments & Foundations CEO – Seeking Alpha through Emerging Managers Investment, a Top-down Approach panel.
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    Simons Says

    Anything New For SEC Examination Priorities for 2017?

    February 2, 2017

    There are a few surprise changes from the 2016 list of examination priorities. Newly-identified areas of focus include electronic investment advice and National Securities Exchanges. Some old favorites came back into consideration including money market programs, wrap fee programs and FINRA.
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    Marketing

    SGL Investment Advisors Sees Opportunities in Volatile Equity Markets

    February 2, 2017

    SGL Investment Advisors understands the headwinds working against the firm. As an all-cap equity manager with a smaller asset base, the opportunity set in the institutional space is limited. But as investors begin to wonder how long the current bull market can sustain itself, the firm is poised to take advantage of the expected volatility.
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    Searches

    Dallas Plan Slates Next Generation Mgr. Search

    February 2, 2017

    The $3.3 billion Dallas Employees’ Retirement Fund is expected to begin a search for “next generation” investment managers in March, Deputy CIO Natalie Jenkins Sorrell confirmed.
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    Launches

    San Joaquin County Terminates Emerging Manager-of-Managers

    February 2, 2017

    The $2.5 billion San Joaquin County (Calif.) Employees Retirement Association has terminated emerging manager-of-managers Legato Capital Management.
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    Industry News

    Marquette Research Director Schrade Joins Graystone Consulting Team

    February 2, 2017

    Kelli Schrade, previously managing partner and director of manager research for investment consultant Marquette Associates, joined Graystone Consulting’s Stephans Van Liew and Oiler Group as a senior partner on Jan. 9, Spokeswoman Christine Jockle confirmed.
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    Industry News

    Kentucky CIO Peden Leaves Plan

    February 2, 2017

    David Peden, cio of the $15.4 billion Kentucky Retirement Systems, has left the plan.
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