Features/Profiles

Features/Profiles
A Great Investment

Diverse Talent, Expansion Efforts Continue In Asset Management Industry

05.03.23
Features/Profiles
Milken Institute Launches HBCU Fellowship Program To Build Out Diversity Pipeline

The Milken Institute launched its Historically Black Colleges and Universities Strategic Initiative and Fellowship Program on Feb. 17.

03.01.23
HBCUs Can't Go It Alone In Supporting Diversity
Features/Profiles
HBCUs Can't Go It Alone In Supporting Diversity

By now, most know that less than 2% of the U.S.-based investment management industry’s $82 trillion in assets is handled by diverse managers. Maybe less know that historically Black college and university endowments make up an even smaller percentage of higher education endowments nationally.

03.01.23
Small-Cap Mgr. Palisade Takes Big Step To Next Generation
Features/Profiles
Small-Cap Mgr. Palisade Takes Big Step To Next Generation

Succession can be a difficult road for many investment management firms and when that succession includes re­placing the firm’s co-founder – who is also your father – that responsibility can be overwhelming.

01.11.23
Features/Profiles
Back In The Swing Of Things: In-Person Conferences Return

During the peak of the global COVID-19 pandemic, it felt as though events like in-person conferences would never return to normal.

01.11.23
Features/Profiles
Quebec Program Accelerates Growth Of Local Emerging Mgrs., Local Ecosystem

Emerging managers in Canada are in­creasingly seeking support from the C$400 million Quebec Emerging Man­ager Program, a fund-of-funds program that granted mandates to five firms with­in the province this past year.

01.11.23
Foundations Lead Diverse Manager Efforts In Nonprofit Space
Features/Profiles
Foundations Lead Diverse Manager Efforts In Nonprofit Space

Many nonprofits have set ambitious goals for allocating more of their portfolios to di­verse-owned asset managers in recent years, with many publicizing the efforts and prog­ress as they go along.

01.11.23
Calls For DEI Transparency Begin To Bear Fruit, Acceptance
Features/Profiles
Calls For DEI Transparency Begin To Bear Fruit, Acceptance

The past year may prove to be an inflection point for transparency in the investment management space, though changes remain incremental.

01.11.23
Features/Profiles
Industry Orgs. Must Put Pressure On SEC To Ensure DEI Progress

Regulators such as the Securities and Exchange Commission have stalled on diversity-related recommendations due to the amount on their plate and lack of pri­oritizing such efforts, though industry experts believe adding pressure will lead to additional change.

01.11.23
Features/Profiles
Allocations Flatline As Market Volatility Returns

Public Market Activity Remains Low As Private Markets Allocations Grow

01.11.23