GCM Grosvenor has had a front row seat to the substantial growth of the diverse private equity manager universe as one of the key allocators to the space.
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EMM spent time with a few RFP technologies that can help managers and investment consultants effectively execute their content management and RFP processes.
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RFPs are a key aspect of asset management firms’ business development and marketing and a successful approach to proposals requires organization and a sufficient allocation of time and resources.
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Progress in the diversity of asset management firms has failed to keep up with increasing client demands, according to a new annual report from global financial services consultant Wilshire Associates.
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Woman-owned domestic equity manager New Amsterdam Partners is closing, according to sources.

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Domestic equity manager Daruma Capital Management is closing at the end of June, CFO Anthony Federici confirmed.
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Peter Driscoll, the Director of OCIE, spoke to attendees at an NRS Conference on April 29 concerning “How We Protect Retail Investors,” highlighting “several areas where OCIE works to protect investors through examinations.”
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Part 2: Testimonials

Review of Part 1 – The Foundation In the first article of this series, we discussed the foundational information you need to know to ensure your marketing and advertising materials are in compliance with the SEC’s rules and regulations.
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Zeo Capital Advisors has launched a sustainable credit strategy that applies an environmental, social and governance overlay to high-yield fixed-income securities.
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Preserver Partners has begun to find increased institutional traction as it sees its opportunistic income fund surpass $100 million in assets and approach its 10-year anniversary.

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The $85.9 billion Ohio Public Employees Retirement System is eliminating its dedicated emerging manager program, Spokesman Michael Pramik confirmed, in an e-mail.
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The $1.3 billion Metropolitan Water Reclamation District of Greater Chicago Retirement Fund has named Jim Mohler as its new executive director, the plan announced.

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Janet Krone has retired as cio for the City University of New York (CUNY), according to an automated e-mail response.
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The $3.6 billion Kresge Foundation will invest 25% of its U.S. assets under management with women- and diverse-owned firms, according to an announcement last month.

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The $13.1 billion Ford Foundation has hired Fairview Capital Partners to launch a new investment fund targeting diverse, women- and minority-owned venture capital and private equity firms, Fairview Co-Founder and Managing Partner Laurence Morse confirmed.
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Kirk Sims has landed his “trophy job” as the director of the $145 billion Teacher Retirement System of Texas’ emerging manager program.
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Vulcan Value Partners has re-opened its three domestic large-cap equity strategies to new investors, Director of Communications Ashley Morris confirmed.
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The $17.8 billion State Universities Retirement System of Illinois will hold its first “Diverse Manager Week” in August.

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Meketa Investment Group met with 20 emerging and diverse investment managers at its fifth dedicated research day held last month, the firm said.
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On April 16, the SEC’s Office of Compliance Inspections and Examinations (“OCIE”) issued a Risk Alert on Investment Adviser and Broker-Dealer Compliance Issues Related to Regulation S-P – Privacy Notices and Safeguard Policies. These issues were identified in recent examinations of registered investment advisers and provided in the Alert to assist advisers in providing compliant privacy and opt-out notices and adopting and implementing effective policies and procedures for safeguarding client data.
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Matarin Capital Management has launched two indexes that aim to allow investors to capture a “patience premium” it has identified through its proprietary research.
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A consistent investing approach has kept Blue Cloud Ventures aloft as its sets its sights on a fundraise for the firm’s fourth fund next year.

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The $1.3 billion Metropolitan Water Reclamation District of Greater Chicago Retirement Fund will issue an RFP for minority-, women and disabled-owned domestic core-plus fixed-income managers this month, Executive Director Sue Boutin said.
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The $55.8 billion Los Angeles County (Calif.) Employees Retirement Association will reissue its RFP for fixed-income emerging managers, Staff Counsel John Harrington confirmed, in an e-mail.
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Graystone Consulting Institutional Consulting Director Tim Sharpe died in a plane crash on April 21.

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