Observations for money management firms relating to the importance of marketing the beyond-the-numbers intellectual acumen of the portfolio manager when selling investment products to institutional investors has resurfaced in the form of a new survey report of that very group of investors and their investment consultants.
In 2024, the SEC adopted amendments to Regulation S-P. This is the rule that requires investment advisors to have written safeguards in place to protect client information and provide those clients with a written privacy notice.
Column By Meghan Sundquist, Compliance Associate, SEC Compliance Solutions LLC
May 3rd, 2025 marked the end of an era. It was the last time we would see Warren Buffett on center stage at the Berkshire Hathaway annual meeting.
Spider Management Company has named Deputy CIO Karen Horn Welch as its next cio.
Sanford Health has hired Jonathan Grushkin as its inaugural senior v.p. and cio overseeing its approximately $2.3 billion investment portfolio
The John D. and Catherine T. MacArthur Foundation has named Bola Olusanya as its new v.p. and cio to oversee its approximately $8.6 billion investment portfolio.
The $273.4 billion New York State Common Retirement Fund committed $5 million to Corten Real Estate Partners.
The San Francisco Foundation recently approved an equity investment with a diverse manager within its approximately $1 billion endowment and $125 million mission aligned investment pool
The $12.8 billion Public School Teachers’ Pension & Retirement Fund of Chicago approved a commitment at its May 15 board meeting.
This month we have our annual veterans feature in honor of Veterans Day next week.