• June 17, 2019
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    Dedication To Diversity Drives GCM Grosvenor Successes

    June 5, 2019

    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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    Features

    Examining RFP Technologies Available To Asset Managers

    June 5, 2019

    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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    Features

    Request For Proposals: Best Practices & Technologies That Can Help

    June 5, 2019

    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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    Diversity Not Keeping Up With Client Demand: Wilshire Report

    June 5, 2019

    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 Manager New Amsterdam Partners Closing

    June 5, 2019

    Woman-owned domestic equity manager New Amsterdam Partners is closing, according to sources.


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    Domestic Equity Manager Daruma Capital Management To Close

    June 5, 2019

    Domestic equity manager Daruma Capital Management is closing at the end of June, CFO Anthony Federici confirmed.
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    Simons Says

    Simons Says

    June 5, 2019

    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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    Expert Advice

    Guest Column: Compliant Advertising: Breaking It Down

    June 5, 2019

    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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    Launches

    Zeo Capital Advisors Launches Sustainable Credit Strategy

    June 5, 2019

    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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    Alternatives

    Preserver Partners Finding Traction With Opportunistic Income Fund

    June 5, 2019

    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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    Searches

    Ohio Public Employees Eliminates Emerging Manager Program

    June 5, 2019

    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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    Industry News

    Chicago Water Taps Exec. Director

    June 5, 2019

    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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    Industry News

    CUNY CIO Retires

    June 5, 2019

    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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    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.
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    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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