• September 29, 2016
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    EMM SEARCH ALERT

    Illinois Treasurer Seeking Emerging Fixed-Income Managers

    September 23, 2016

    The Office of the Illinois State Treasurer has issued RFPs for emerging managers offering taxable municipal bond and investment grade corporate credit strategies.
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    EMM SEARCH ALERT

    Ill. Plan Posts MWDBE Real Estate RFP

    August 17, 2016

    A $9.6 billion Illinois-based pension plan has issued its RFP for minority-, women- and disabled-owned real estate managers.
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    Piedmont Acquires NCM Capital

    September 8, 2016

    Piedmont Investment Advisors has acquired fellow Durham, N.C.-based manager NCM Capital Management in a deal that will see two minority-owned managers combine.


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    Features

    Emerging RE Grows,With Cautious Optimism

    September 8, 2016

    Value-add and opportunistic emerging real estate managers are poised to receive new mandates going forward if they can navigate the significant headwinds of managing an institutional-quality fund.
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    Chicago Treasurer Urges Continued And Expanded Focus on Diversity

    September 8, 2016

    Chicago City Treasurer Kurt Summers urged the Illinois Special Committee on Pension Investments to begin broadening the scope of its efforts to promote diversity and inclusivity within the investments of public pension funds within the state at last month’s hearings.
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    Cupps Capital Mgmt. Investment Team Joins Advisory Research

    September 8, 2016

    The investment team of domestic growth equity manager Cupps Capital Management will join Advisory Research.
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    Simons Says

    Top 6 SEC Compliance Deficiencies

    September 8, 2016

    I am often asked about the deficiencies that are most frequently identified by the SEC examination staff. Although the list has changed over time, there are a few that seem very simple to avoid, but continue to show up on the list. At a recent industry conference, Renee Esfandiary, an Assistant Director in the SEC’s Office of Compliance Inspections and Examinations (OCIE), identified six deficiencies that accounted for about 60% of all deficiencies from the examination of Registered Investment Advisers (RIAs).
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    Expert Advice

    Converting Content Into Assets

    September 8, 2016

    The traditional approach to investment management marketing relies on leveraging existing networks.


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    Launches

    Pacific Global Launches Active Strategy Focusing On Women Leaders

    September 8, 2016

    Pacific Global Investment Management Company has launched an active domestic large-cap core equity strategy that focuses on investing in companies with women in leadership.
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    Alternatives

    Minority-Owned Growth Equity Private Equity Firm Launches

    September 8, 2016

    A new minority-owned growth equity private equity firm has launched.

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    Searches

    Chicago Teachers Posts MWDBE Real Estate Manager Search

    September 8, 2016

    The $9.6 billion Public School Teachers’ Pension & Retirement Fund of Chicago has issued its RFP for minority-, women- and disabled-owned real estate managers.


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    Searches

    LACERA To Issue PE Program RFP

    September 8, 2016

    The $47 billion Los Angeles County (Calif.) Employees Retirement Association will issue an RFP for a discretionary manager for its emerging private equity program, Interim CIO Vache Mahseredjian confirmed, in an e-mail.

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    Little Black Book

    FEG Hires Former SMU CIO

    September 8, 2016

    Former Southern Methodist University CIO Michael Condon has joined Fund Evaluation Group as a senior v.p. and outsourced cio, Spokeswoman Kathryn Mawer told EMM sister publication Nonprofit News, in an e-mail.
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    Little Black Book

    Robert Wood Johnson Adds To Staff

    September 8, 2016

    Vanita Gaonkar joined the Robert Wood Johnson Foundation as an investment officer in May, Spokesman Jordan Reese said, in an e-mail.
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