News

News from the Emerging Manager space.

News
DAMI Calls On SEC To Push Investment Mgr. Diversity Reporting

The Diverse Asset Managers Initiative is calling on Securities and Exchange Commission commissioners to decline meetings with investment managers that do not fill out the agency’s diversity assessment report.

01.12.22
News
Xponance Adds MD For Client Service & Sustainability

Black woman-led and employ­ee-owned investment manager Xponance has hired Lisa Hinds as managing director of client en­gagement and sustainability, the firm announced.

01.12.22
V-Square Announces Thematic ETF Launch
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V-Square Announces Thematic ETF Launch

V-Square Quantitative Management launched its first the­matic exchange traded fund in December.

01.12.22
Sterling Capital, Truist Launch ETF
News
Sterling Capital, Truist Launch ETF

Sterling Capital Management and Truist Financial Cor­poration have launched a diverse multi-manager exchange traded fund, the firms announced.

01.12.22
News
Mid-Cap Value Manager Fairpointe Capital Closed

Woman-owned investment manager Fairpointe Capital has closed.

01.12.22
News
Diverse-Owned Firms AUM Growth Remains Stagnant: Knight

Diverse-owned invest­ment firms manage 1.4% of total U.S. assets under management, according to the John S. and James L. Knight Foundation, nearly identical to the figure from the organi­zations’ previous 2019 study.

01.12.22
Foundation Boards Struggle Finding Diverse Candidates: Report
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Foundation Boards Struggle Finding Diverse Candidates: Report

Foundation boards are struggling to promote diversity among their members, according to a recent survey from Commonfund Institute and the Council on Foundations.

01.12.22
ILPA Releases Updated DDQ & Diversity Metrics Template
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ILPA Releases Updated DDQ & Diversity Metrics Template

The Institutional Limited Partners Association released updated ver­sions of its Due Diligence Questionnaire and Diversity Metrics Tem­plate last month.

12.01.21
News
LMCG U.S. Value Team Spins Out

The five-member U.S. value equity team from LMCG In­vestments has been spun out of the firm to create Leeward Investments, according to a client letter.

12.01.21
News
Next Callan Connects Scheduled

Callan will hold its next Callan Connects event for diverse and emerging managers on Dec. 9.

12.01.21