News
Up-to-date investment manager search leads, industry trends and investor profiles.
Channels Exist For Nonprofits To Access Diverse Managers: Webinar
Nonprofits such as foundations should take an intentional approach to seeking out and incorporating
08.04.16
Paper Eyes Diverse Manager Engagement
A soon-to-be released white paper on foundation engagement of diverse asset managers may provide
08.04.16
Loop Capital Markets Launches Equity Research Offering
Minority-owned broker-dealer Loop Capital Markets has launched an equity research offering and
08.04.16
OMT Capital Management Closes
Emerging manager OMT Capital Management has closed. The firm, which had been a part of several
08.04.16
Mercer Adds Trends Feature To Database Platform
Investment consulting firm Mercer has launched a new trends module in its technology platform that
08.04.16
Accounting Firm Launches ‘Success’ Program For Emerging Managers
Accounting and tax firm Grassi & Co. has launched a program to provide emerging managers with
08.04.16
Managers Must Establish Trust With Institutions To Win Mandates
Establishing trust with an institutional investor, regardless of an asset manager’s size, is the
08.04.16
Panelists Discuss Navigating The Manager Screening Process
The sheer amount of qualitative and quantitative factors managers need to demonstrate to be
08.04.16
Q&A with Callan
Below is an excerpt from a Q&A session with Ron Peyton and Lauren Mathias of Callan Associates. The
08.04.16
J.P. Morgan Private Equity Group Defined By Experiences
The J.P. Morgan Private Equity Group has been investing in private equity funds since 1980 when it
08.04.16
August 2025 Issue
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