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Up-to-date investment manager search leads, industry trends and investor profiles.
Simons Says
No Action Letter On SLOAs & Custody
On Feb. 21, the SEC Division of Investment Management issued a
03.01.17
Former Sterling Advisors Senior Fixed-Income PM Launches Birch Run
David Killian, former senior portfolio manager for Sterling Advisors’ core and intermediate
03.01.17
RVK Real Estate Consulting Group Launches New Advisor
The real estate consulting group of investment consulting firm RVK has departed to launch a new
03.01.17
Pacific Ridge Approaches 10-Year Track Record In Micro-Cap
Pacific Ridge Capital Partners is looking to propel itself beyond the $300 million mark in total
03.01.17
Clifford Capital Hoping Firm Growth Translates To Assets
Clifford Capital Partners is a firm checking off all of the boxes of growth for an emerging manager
03.01.17
Aligned Partners Seeks Capital Efficiency In Investments
As the venture capital space continues to see increased flows and sky-high valuations for
03.01.17
Maryland Hires Acuitas Investments; Nears Terra Maria Overhaul
The $46.3 billion Maryland State Pension and Retirement hired emerging manager-of-managers Acuitas
03.01.17
New Haven Considering MWBE Mgrs.
The City of New Haven (Conn.) is considering establishing a formal process of investing in women-
03.01.17
IMRF Increases Fixed-Income Goals
The $37 billion Illinois Municipal Retirement Fund increased its goal for fixed-income assets
03.01.17
Northern Trust Issues RFI Seeking Emerging Broker-Dealers
Northern Trust has issued an RFI to identify equity and fixed-income emerging broker-dealers to
03.01.17
February 2025 Issue
This month we are pleased to announce the finalists in our annual Emerging Manager Awards. The
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