News

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

Industry News
Polk Bros. Hires V.P. Of Investments

The Polk Bros. Foundation has hired James Fawley as its new v.p. of investments and administration to help manage its approximately $397 million portfolio.

09.04.24
Industry News
Santa Clara Hires Director Of Investments

Santa Clara University has hired Bhavya Athmaram as director of investments to help oversee and manage its $1.4 billion endowment.

09.04.24
Dallas Employees Promotes Staffer
Industry News
Dallas Employees Promotes Staffer

The $3.7 billion Dallas Employees’ Retirement Fund has promoted Jaladhi Shukla to senior investment officer

09.04.24
Russell Hires Alternatives Global Head
In The News
Russell Hires Alternatives Global Head

Russell Investments has hired Ayesha Parra as its global head of alternatives

09.04.24
Industry News
LACERA Promotes Investment Officer

The $78.9 billion Los Angeles County (Calif.) Employees Retirement Association recently promoted Dale Johnson to senior investment officer of global equity

09.04.24
Columns
Compliance Column: T+1 Sweep Exams

The T+1 requirement had a compliance date of May 28th 2024 which in turn impacted RIAs directly with amendments to Rule 204-2 of the Advisers Act (Books and Records Rule).

09.04.24
New Catalyst Strategic Partners Expands Founding Team
Alternatives
New Catalyst Strategic Partners Expands Founding Team

Alice Wang and Curtis Yasutake have joined New Catalyst Stra­tegic Partners as portfolio managers, the alternative investment firm announced.

09.04.24
Mayar Capital Expands Investment Offerings, Staff
Marketing
Mayar Capital Expands Investment Offerings, Staff

Mayar Capital’s flagship global equi­ty fund began to garner attention from U.S.-based institutions in 2017, but the London-based firm ultimately decided to continue applying its responsible value investing strategy across geographic re­gions that have proven successful.

09.04.24
News
News Briefs

This month we have news on Meketa Investment Group’s next emerging and diverse manager research day as well as the conclusion of the third cohort of a National Association of Investment Companies fellowship program.

09.04.24
News
Illinois Teachers Sees DEI Survey Engagement Increase

The $70.4 billion Teachers’ Retirement System of Illinois received the results of its third annual diversity survey from Le­nox Park Solutions earlier this year, ac­cording to recently obtained materials.

09.04.24