The most common question we receive from clients is “When am I going to be examined?” Unfortunately, there is no crystal ball to predict this for advisers. The best advice we have is to assume it could be any day.
Elite universities with a pitiful track record of working with Latinos and African Americans are heading to Capitol Hill seeking help from minority members of Congress to fend off new taxes and regulations on the money in their tax-exempt endowments.
Watch the replay of our most recent webinar based around how managers can utilize LinkedIn.
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.
This month we announce the winners of our annual Emerging Manager Awards.