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Expert Advice
This month, we hear from Kate Nevin, who is leveraging her decades of experience to bolster a study she spearheaded about the advantage that female-led firms and female investors in general have in the market — a natural proclivity to provide downside protection.
In the recently published Risk Alert, the Securities and Exchange Commission summarizes their observations of RIA disclosures, policies and applications on economic conflicts of interest and fee arrangements.
Artemis Real Estate Partners is an investment manager based in Washington D.C. and has transacted with over 100 emerging managers and deployed over $7 billion across its emerging manager program.
Over the last several years, it’s no secret that digital currencies, like Bitcoin and Ethereum, have stolen the show both from a regulatory and investment standpoint. But what is cryptocurrency? How does it work? What are the risks? Is the hype warranted?
“Technology” has felt like a buzzword for a long time now. As more of the financial industry continues to move online, the processes to set up logins, IDs and delegations can feel more complicated.
Ours is a world rapidly turning to outsourced over in-house labor. This is not a new trend as big corporations have been outsourcing work for years. However, it has affected other markets, and the finance industry is not an exception.
This month’s Q&A features institutional investor Caroline Greer, a longstanding industry practitioner and champion of diverse and emerging managers.
As we embark on a new year, we wanted to provide a list of basic compliance “must-knows.”
Q&A with Cameron Rogers, partner at the $2.3 billion Angeles Wealth Management.
The SEC issued a Risk Alert on Dec. 16 outlining observations from examinations focused on advisers’ compliance with the Marketing Rule. These findings align with what we continue to see during examinations – the Marketing Rule remains a consistent area of regulatory focus.
Featuring our annual look at diverse cios at the largest institutional investors.
