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Up-to-date investment manager search leads, industry trends and investor profiles.
Merger and acquisition activity within the wealth management space continued to accelerate in October as two institutional firms were snapped up.
Domestic small-cap value equity manager Private Capital Management had the top returns in the third quarter, according to EMM’s quarterly performance report.
Assets under management by diverse-owned long-only equity managers increased by $27.3 billion in the third quarter, new data from FIN Searches shows.
I always wonder what the value of a keynote speaker is at an industry conference. I have not heard one person ever say the keynote speaker is why they signed up for a conference. In fact, most of the time the keynote speaker is not even announced until registration is closed or near closing.
By Sam Carralejo, Compliance Manager, SEC Compliance Solutions
By Stephanie Henwood-Darts, COO & Managing Partner, Phoenix Fund Services
The Marguerite Casey Foundation approved investments with two Black-led strategies as the institution looks to achieve its goal of allocating half of its approximately $850 million portfolio to diverse-owned managers by the end of 2025.
The $1.3 billion City of Kansas City (Mo.) Employees Retirement System will move forward with a full search for emerging managers-of-managers.
The $267.7 billion New York State Common Retirement Fund made an emerging manager commitment in the third quarter
