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Up-to-date investment manager search leads, industry trends and investor profiles.

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Keeping The Pool Open: Muller & Monroe President André Rice On Creating An Industry For Everyone

In evaluating small lower middle market and emerging fund man­agers, M² seeks to invest in experienced teams with high integrity, an ability to thoroughly articulate and execute their strategy and a sound, attractive, and sustainable value proposition.

07.02.25
News
Luminate Capital Partners Shines With Concentrated Approach

Luminate Capital Partners has experi­enced significant growth over the past decade by honing an investment approach that taps into the potential of enterprise SaaS companies.

07.02.25
Kites Dancing In Hurricanes: Finding Context In An AI-Mad World
Columns
Kites Dancing In Hurricanes: Finding Context In An AI-Mad World

The daily drumbeat of news reminds us that the transformative power of AI is not something to be ignored.

07.02.25
SEC Exam Preparedness: Thriving Not Surviving
Columns
SEC Exam Preparedness: Thriving Not Surviving

SEC exams are an inevitable component of a Registered Investment Adviser’s (“RIA”) existence, and we have found that CCOs can reduce the stress associated with a potential exam if they know what to ex­pect.

07.02.25
News
Martin Investment Management Managing Director Dies

Mary Ellen Martin Zellerbach, a managing director at Martin Invest­ment Management, died in June, the firm announced.

07.02.25
News
Mission-Aligned Investing Continues To Grow Among Community Foundations: FEG Survey

Value-aligned investing contin­ues to grow among community foundations, with environmental stewardship and gender or racial equity remaining areas of focus despite political headwinds, ac­cording to a new survey.

07.02.25
Andrew Palmer: Emerging From A Decade As Maryland CIO
News
Andrew Palmer: Emerging From A Decade As Maryland CIO

Andrew Palmer has accomplished a significant amount in his decade overseeing the Maryland State Retirement & Pension System, particu­larly when it comes to emerging managers.

07.02.25
20 Years And Counting: Illinois Teachers Marks Milestone Of Emerging Mgr. Investing, Gears Up For Next Stage Of Program
News
20 Years And Counting: Illinois Teachers Marks Milestone Of Emerging Mgr. Investing, Gears Up For Next Stage Of Program

The $75.7 billion Teachers’ Retirement System of Illinois continues to raise its emerging manager game as it celebrates the 20-year anniversary of its program.

07.02.25
News
Metis, Wilshire Indexes Partner On Custom Index Offerings

Metis Global Partners has entered into a strategic partner­ship with Wilshire Indexes to enhance its customized beta solutions for investors.

07.02.25
Editor's Note
Editor's Note

Tenure is something you do not appreciate until you are older. How you define older is a whole other discussion we will not get into but as I leave my early 40s and my eldest daughter moves into middle school, I am certain I am not in the “young” camp anymore.

07.02.25