• May 26, 2019
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    EMM SEARCH ALERT

    EMM SEARCH ALERT: New York Area Trust Seeking Minority/Women-Owned Investment Managers

    May 8, 2019

    A New York-based Trust has begun a search for minority and women-owned investment managers.
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    EMM SEARCH ALERT

    EMM SEARCH ALERT: Illinois Plan Begins Core-Plus Bond Search

    May 2, 2019

    A $1.3 billion pension fund in Illinois has issued its RFP for minority-, women- and disabled-owned domestic core-plus fixed-income managers.


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    Searches

    Kresge To Place 25% Of U.S. Assets With Women, Minority Firms By 2025

    May 1, 2019

    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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    Searches

    Ford Foundation To Launch New Fund Targeting Diverse Venture Capital, PE Firms

    May 1, 2019

    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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    Features

    Sims Excited For Investment Flexibility In ‘Trophy Job’ At TRS

    May 1, 2019

    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 Reopens Domestic Large-Cap Strategies

    May 1, 2019

    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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    Illinois SURS Slates Diverse Manager Week For August

    May 1, 2019

    The $17.8 billion State Universities Retirement System of Illinois will hold its first “Diverse Manager Week” in August.


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    Meketa Finding More Asset Class Diversity In Emerging Manager Research Days

    May 1, 2019

    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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    Simons Says

    Simons Says

    May 1, 2019

    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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    Launches

    Matarin Capital Mgmt. Launches ‘Patience Premium’ Indexes

    May 1, 2019

    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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    Alternatives

    Blue Cloud Ventures Riding Steady Winds To Next Fund

    May 1, 2019

    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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    Searches

    Chicago Water Prepping MWDBE Core-Plus Fixed-Income RFP

    May 1, 2019

    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.
    Full Story


    Searches

    LACERA To Reissue Emerging Mgr. Fixed-Income RFP

    May 1, 2019

    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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    Industry News

    Graystone Consultant Dies

    May 1, 2019

    Graystone Consulting Institutional Consulting Director Tim Sharpe died in a plane crash on April 21.


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    Industry News

    Oberlin Names New CIO

    May 1, 2019

    Oberlin College has hired Jun Yang as its cio, effective April 22,
    Spokesman Scott Wargo confirmed, in an e-mail.
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