News

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

Columns
Compliance Column: T+1 Sweep Exams

The T+1 requirement had a compliance date of May 28th 2024 which in turn impacted RIAs directly with amendments to Rule 204-2 of the Advisers Act (Books and Records Rule).

09.04.24
Alternatives
New Catalyst Strategic Partners Expands Founding Team

Alice Wang and Curtis Yasutake have joined New Catalyst Stra­tegic Partners as portfolio managers, the alternative investment firm announced.

09.04.24
Mayar Capital Expands Investment Offerings, Staff
Marketing
Mayar Capital Expands Investment Offerings, Staff

Mayar Capital’s flagship global equi­ty fund began to garner attention from U.S.-based institutions in 2017, but the London-based firm ultimately decided to continue applying its responsible value investing strategy across geographic re­gions that have proven successful.

09.04.24
News Briefs
News
News Briefs

This month we have news on Meketa Investment Group’s next emerging and diverse manager research day as well as the conclusion of the third cohort of a National Association of Investment Companies fellowship program.

09.04.24
News
Illinois Teachers Sees DEI Survey Engagement Increase

The $70.4 billion Teachers’ Retirement System of Illinois received the results of its third annual diversity survey from Le­nox Park Solutions earlier this year, ac­cording to recently obtained materials.

09.04.24
News
Georgetown Diverse Manager Numbers Relatively Flat

The share of diverse managers in Georgetown University’s roster within its approximately $3.3 billion endowment dipped last year fol­lowing four straight years of growth, according to its latest diversity report.

09.04.24
Smithsonian Diverse Manager Pool Sees Slight Growth
News
Smithsonian Diverse Manager Pool Sees Slight Growth

The Smithsonian Institution has increased its domestic assets under management invested with minority- and women-owned investment managers within its approximately $2.5 billion en­dowment, according to a new report.

09.04.24
Rhode Island 2023 DEI Survey Results Show Few Changes
News
Rhode Island 2023 DEI Survey Results Show Few Changes

A majority of the Employees Retirement System of Rhode Island’s par­ticipating fund managers continue to be white and led and/or owned by men, according to the results of its 2023 diversity, equity and inclu­sion survey.

09.04.24
News
Cal Sees Minimal Increase To Assets Managed By Diverse Firms

The University of California’s allocation to diverse-owned part­ners across its $22.6 billion endowment and $98.6 billion pen­sion increased again by 3% to $21.7 billion of its actively man­aged assets.

09.04.24
Editor's Note
Editor's Note

For years, we have been asked when we were going to hold an event. We believe we’ve figured it out.

09.04.24