The first job of emerging managers seeking to grow their investment firms is to deliver performance that is considered to be within the ballpark of acceptance. They have a second job, too. It is their responsibility to educate and persuade prospective investors and those who influence them to understand and buy into how they invest.
Is your money management firm too often striking out in its early due diligence/get acquainted meetings with sophisticated investors?
This article examines the Preferential Treatment Rule adopted on Aug. 23 as part of the Securities and Exchange Commission’s new Private Fund Rule.
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.
Commonfund has reopened its online diverse manager portal to receive due diligence materials from women and minority managers on a permanent basis.
A permanent school fund approved issuing an RFP to create a new emerging manager program.
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.
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.
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.
This month we have our annual veterans feature in honor of Veterans Day next week.