News from the Emerging Manager space.
Allocators are addressing how to handle due diligence without on-site visits.
Blueprint Capital Advisors has sent a cease and desist letter to the New Jersey Division of Investment as part of an ongoing racial discrimination, retaliation and fraud lawsuit filed in June.
Data management firm APX Stream will host a data compliance webinar looking at how investment data published to industry databases is impacted by updated rules and regulations from the Securities and Exchange Commission.
Segal Marco Advisors has created an action plan to raise awareness of the current state of minority representation in the firm’s manager universe and within client portfolios.
Focus 1 Associates has launched a weekly compliance training podcast through Compliance YOUniversity, a Securities & Exchange Commission compliance training service offered by the firm.
Emerging manager-of-managers Leading Edge Investment Advisors hired a senior v.p. of client service in July.
The COVID-19 pandemic has had an impact on virtually every aspect of life and internships were not spared, but financial services firm Penserra stepped in last month to help.
The National Conference on Public Employee Retirement Systems and the National Association of Investment Companies have entered into a strategic relationship to bolster the use of diverse asset managers within the public pension fund space.
Investment consultant Verus has published a paper encouraging a broader consideration of diversity at asset management firms to focus on investment team composition.
Meketa Investment Group Managing Principal and Co-Director of Public Markets Research Brandon Col?n recently discussed challenges and opportunities that clients are currently facing as a result of the pandemic during a June 24 webinar hosted by financial services network StoneX.
This month we have continued coverage of endowment’s releasing diversity reports.