With no two clients being identical, Sage Advisory gets the job done by building customized portfolios designed around investors’ unique objectives and responsibilities through its client-driven approach.
Emerging venture fund filings returned to roughly their 2022 peak with general partners raising alongside many peers, a new study finds.
The industry is celebrating Hispanic Heritage Month, which runs from mid-September through mid-October, in numerous ways that show their pride and dedication to the culture and commitment to diversity.
Quantitative investment manager Stance Capital always aims to build portfolios that allow investors to align capital with values that do not sacrifice performance and its view on ESG has not changed in the last eight years.
Private equity firm Muller & Monroe Asset Management is different from other managers in “so many ways” and for them, diversity is real, deep and embedded in its core.
Managers and intermediaries in the family office space are providing opportunities for investment to Latin American family offices wanting access to U.S. markets and to network with firms who understand their needs.
Private equity manager Kinzie Capital Partners has evolved over the last five years as its investment team continues to expand and add capabilities to elevate its growth.
Diverse deputy cio hires outpaced diverse cio hires at the nation’s largest institutions over the past year, suggesting a stronger succession pipeline, however, the institutional investment industry still faces a diversity shortfall at its upper ranks.
Domestic equity firm Eastern Shore Capital Management’s combination of stable, industry-leading, established and quality companies along with its continued marketing has contributed significantly to the consistency of its relative results.
Native-, women- and tribally-owned Acknowledge Capital seeks investments that advance tribal sovereignty and self-determination, shaping private equity to fit the values of Native American tribes.
