Features/Profiles
Jim Casselberry joined the Health Forward Foundation as its cio on Nov. 1, tasked with leading management of the Kansas City, Mo.-based foundation’s approximately $908.7 million endowment.
With U.S. census data revealing that the LGBTQ+ community is the fastest growing minority segment in the U.S. with nearly $1.4 trillion in spending power, it is crucial to have financial advisors focused on a community that is not only expanding but comes with its own set of unique challenges.
The next generation of talented individuals in the investment management industry and financial services more broadly can and should come from anywhere and everywhere. Finding and training that next class as well as ensuring there is access and opportunity requires a concerted effort from every segment of the environment.
Private credit and the perceived “bubble” the asset class may be in has captured headlines of late, but managers in the space continue to stress the soundness of the asset class despite the noise.
Artificial intelligence has been top of mind for many in the institutional investment industry for some time and Women’s History Month highlights industry females leveraging AI in various technology and healthcare spaces.
Congratulations to the winners and thank you to our judges for evaluating all the fantastic finalists in this year’s categories.
Historically Black colleges and universities have done yeoman’s work developing and producing leaders in the financial services and investment sectors in the face of funding cuts and other institutional barriers.
The New York State Insurance Fund anchored this year’s Emerging Manager Week in the Empire State with its 16th annual MWBE investment symposium.
A total of 315 products were considered and managers were ranked based on the following criteria: excess returns over the benchmark, performance versus peers, product asset growth, product asset percentage growth and information ratio.
Alternative asset classes continue to be a growing space for institutional investors searching for alpha and emerging managers looking to make names for themselves and deliver returns.
