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

News
Bernzott Capital Partners Loses 3 Investment Team Members
Domestic small-cap value equity manager Bernzott Capital Advisors saw three key investment team
12.02.20
News
Patriot Investment Partners Fired Up For PE Opportunities

Ryan Brown, founder and managing partner of private equity firm Patriot Investment Partners, applies his time as a firefighter in the U.S. Air Force as he looks for opportunities.

11.04.20
News
Vets Leverage Experience, Attributes To Handle Pandemic

It was difficult for anyone to prepare for the COVID-19 pandemic that has put a damper on a majority of 2020, yet veterans — trained to prepare for anything — were able to use their service and training experience to weather the storm.

11.04.20
News
University of Chicago, Emory & Vanderbilt Diversity Responses Obtained

Recently obtained university responses detailing the diversity of their endowments to an inquiry from two congressmen in the third quarter show they have built a strong baseline of investing in women- and minority-owned investment managers.

11.04.20
News
Congressmen Release Endowment Diversity Report

Diverse-owned investment firms managed a range of 5.1% to 35% for the 24 endowments responding to inquiries from Reps. Emanuel Cleaver (D-Mo.) and Joe Kennedy III (D-Mass.), according to a report released last month.

11.04.20
News
Yale University Asks Investment Managers About Diversity

Yale University CIO David Swensen has sent a letter to the investment managers in its approximately $31.2 billion endowment asking them to cooperate in “taking a more systematic approach to the problem of the lack of women and minorities in the asset management industry.”

11.04.20
News
Defined, Goal-Oriented Approach Key To Sustainable Diversity: NEPC

Healthcare organizations must focus on creating a defined and goal-oriented approach to addressing diversity within their investment portfolios, according to a recent NEPC webinar.

11.04.20
News
Willis Towers Watson Introduces Diversity Action Plan

Willis Towers Watson has devised new methods for assessing and encouraging diversity within asset managers and investment consultants, the firm announced.

11.04.20
Marketing
Monarch Partners Positioned For Value Market’s Return
Monarch Partners Asset Management is quietly compiling milestones that have it positioned nicely
11.04.20
News
ISBI CIO Talks Importance Of Diverse Mgrs., Partnerships

Having partners that truly align with your investment objectives, philosophies and policies around diversity can be attributed to a great portfolio, according to recent insights from Illinois State Board of Investment CIO and Executive Director Johara Farhadieh.

11.04.20