News

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

News
Diverse Asset Manager Investing Plateauing: FEG Survey

Interest in investing with diverse managers has begun to plateau, according to FEG In­vestment Advisors’ 2024 Community Foun­dation Survey.

07.03.24
Editor's Note
Editor's Note

Independence Day is the central holiday of our country. It is the core around how everything else in this nation has been built.

07.03.24
Fresh Perspectives: Institutions Looking Externally For Diverse CIOs
Features/Profiles
Fresh Perspectives: Institutions Looking Externally For Diverse CIOs

A majority of women and minorities who seek the cio role at the largest public pen­sions and nonprofits in the country have been hired from outside of the organization in recent years and industry professionals find getting fresh viewpoints from a new leader can benefit the investor.

07.03.24
Compliance Column: EXAMS Risk Alert: Marketing Rule Observations
Columns
Compliance Column: EXAMS Risk Alert: Marketing Rule Observations

It feels as though we have all been waiting eons for EXAMS to release a helpful risk alert for the new Marketing Rule.

06.05.24
Columns
Guest Column: The Evolving Landscape Of Third-Party Marketing

The third-party marketing (3PM) industry, much like the broader financial services sector, has undergone significant changes over the past few decades.

06.05.24
Searches
Chicago Teachers Aims To Bolster Real Estate Portfolio

The $12.5 billion Public School Teachers’ Pension & Retirement Fund of Chicago will vote on a 2024-2025 fiscal year real estate pacing plan that includes consideration of a search for new minority-, women- and disabled-owned managers.

06.05.24
Cook County Pension Seeking Emerging Real Estate Mgrs.
Searches
Cook County Pension Seeking Emerging Real Estate Mgrs.

The $12.7 billion Cook County (Ill.) Pension Fund is searching for real estate emerging managers.

06.05.24
Northwest Area Foundation Seeks Diverse Managers
Searches
Northwest Area Foundation Seeks Diverse Managers

The Northwest Area Foundation is looking to allocate more of its approximately $484 million endowment to diverse-owned managers and impact investments within Native American communities.

06.05.24
Searches
Community Foundation Hires Bivium Westfuller As OCIO

The Oak Park-River Forest Community Foundation has outsourced the management of its $35 million investment portfolio to a discretionary advisor.

06.05.24
Searches
NY Common Adds Commitment

The $259.9 billion New York State Common Retirement Fund made an emerging manager commitment in the first quarter, according to a monthly transaction report.

06.05.24