Columns
Guest Column: When Fund Managers Lose The Sale At The Initial Investor Meeting

Is your money management firm too of­ten striking out in its early due diligence/get acquainted meetings with sophisti­cated investors?

02.07.24
Columns
Compliance Column: Private Fund Rule Series: Part 4 Preferential Treatment Rule

This article examines the Preferential Treat­ment Rule adopted on Aug. 23 as part of the Securities and Exchange Commission’s new Private Fund Rule.

02.07.24
In The News
Fund Allocator Plots Extra $20 Billion for Minority Managers
09.21.20
News
Leadership, Transparency & Dedication Can Boost Diversity In Asset Management Industry: SEC Panel

The SEC’s Asset Management Advisory Committee held its second panel on diversity and inclusion today. The panel included insights from investment consultants, managers-of-managers and plan sponsors.

09.16.20
News
Commonfund Reopens Diverse Manager Portal Permanently

Commonfund has reopened its online diverse manager portal to receive due diligence materials from women and minority managers on a permanent basis.

09.09.20
Searches
Permanent Fund Eyes $1B Emerging Manager Program

A permanent school fund approved issuing an RFP to create a new emerging manager program.

09.09.20
Conference Coverage
E&F’s Should Use Current Environment To Add Diverse Mgr. Goals Into IPS

Propelled by the COVID-19 pandemic and Black Lives Matter protests this spring and summer, endowments and foundations are becoming more committed to underwriting Black-owned or women-owned investment managers, according to a recent webinar.

09.09.20
Alternatives
AIMA, Albourne Partners Release Diversity & Inclusion Questionnaire

The Alternative Investment Management Association (AIMA) and investment consultant Albourne Partners recently collaborated to release a free diversity and inclusion questionnaire available to alternative investment managers, the organizations announced.

09.09.20
News
Search Firms Must Recruit Qualified Diverse Candidates: Paper

Executive search firms need to ensure they have a slate of qualified diverse candidates possessing “must-have” skills to introduce to their asset management clients, new research finds.

09.09.20
Marketing
Taylor Frigon Revving Up At An Opportune Time

The San Luis Obispo, Calif.-based firm, which was launched in 2006, has doubled its assets under management in the last three years to just under $300 million and is performing at a high rate coming out of the downturn created by the COVID-19 pandemic, according to Founder and CIO Gerry Frigon.

09.09.20