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  • January 19, 2018
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    Emerging Mgrs. Increasingly Weigh Costs of Ops Outsourcing

    October 6, 2016

    In response to the rising costs of middle and back office structures, an increasing amount of emerging managers are seeking the assistance of outsourced providers to lift the burden off building out those complex operational functions.
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    Illinois Treasurer’s Office Seeks Emerging Fixed-Income Managers

    October 6, 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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    Third Party Marketers Association

    October 6, 2016

    The Third Party Marketers Association is known as an association of outsourced sales and marketing organizations, however recently we have worked to expand our membership to investment managers and industry associates.
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    Women Underpresented In Investment Management Field: CFA Report

    October 6, 2016

    Female Certified Financial Analysts are less likely to work in the investment management field than their male counterparts, according to a recent study by the CFA Institute Research Foundation.
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    Foundations Have Tools To Improve Mgr. Diversity: COF Summit Panels

    October 6, 2016

    Foundations can reach their goals of greater diversity in their investment portfolios through practices that emphasize collaboration, impact and performance, according to insights from two panels focused on diverse managers at the Council on Foundations Endowments and Finance Summit held last week.
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    Conference Coverage   

    Changing Custody Guidance?

    October 6, 2016

    I want to briefly discuss a topic about which questions have arisen in the last couple of months that we thought had been adequately addressed by the SEC: Custody.

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    Simons Says