News

News from the Emerging Manager space.

News
Helmsley Charitable Trust CIO To Retire

Leona M. and Harry B. Helmsley Charitable Trust Director of Investments Joshua Fenton will take over as its next cio on Jan. 1, 2024.

10.05.22
News
Short Memories Overriding Analysis

An interview with Catherine Ulozas, cio of Drexel University.

09.08.22
Student Freedom Initiative Bolsters Board
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Student Freedom Initiative Bolsters Board

Lawrence Bancroft, founder, president and ceo of outsourced cio and emerging manager-of-managers Bivium Capital Partners, has been unanimously selected as a member of the board of directors of the Student Freedom Initiative.

09.07.22
Lincoln Financial Group Partner With Channing
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Lincoln Financial Group Partner With Channing

Lincoln Financial Group has made its minority-managed mutual fund sub-advised by Channing Capital Management a standalone investment within its annuity product suites, the firm announced.

09.07.22
News
Aon Loses Key Emerging Manager Research Staffer

Meredith Jones left her role as head of emerging manager research at Aon Investments USA earlier this year, her LinkedIn profile shows.

09.07.22
News
New Jersey DOI Loses First Diversity Portfolio Manager

Eddie Ramos has departed the New Jersey Division of In­vestment after joining as its first diversity portfolio manager in late 2020.

09.07.22
Firm Adopts CFA DEI Code
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Firm Adopts CFA DEI Code

An investment consulting firm recently adopted the voluntary CFA Institute Diversity, Equity and Inclusion Code for Investment Profes­sionals.

09.07.22
Meketa Schedules Next Virtual Emerging & Diverse Mgr. Day
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Meketa Schedules Next Virtual Emerging & Diverse Mgr. Day

Meketa Investment Group will hold its next virtual emerging and diverse manager research day for public and private markets in October, the firm announced.

09.07.22
News
Meketa Discloses Active Domestic Core Equity, Bond Search Data

Just over 8% of domestic core fixed-income and core equity assets involved in manager searches by Meketa Investment Group over a four-year period were allocated to minority- and women-owned asset managers, according to a recent report.

09.07.22
News
Commonfund Expands Diverse Mgr. Definition Beyond Ownership

Commonfund has broadened its definition of diverse managers beyond ownership to also include members of the investment team as well as those receiving a share of the firm’s profits effective July 1.

09.07.22