News

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

News
RIA Looks To ‘Re-Envision’ Wealth Planning For People Of Color

N’Jie-Konte is the President, Director of Financial Planning for Re-Envision Wealth, an RIA focused on wealth planning for BIPOC and values aligned households.

12.07.23
News
Greenwood Project Seeking Internship Partners For Program

The Greenwood Project is looking for financial services firms to participate in its upcoming financial mentoring program that aims to create career pathway in the industry for Black and Latino students.

12.07.23
Palisade Capital Management Partner, Associate PM Dies
News
Palisade Capital Management Partner, Associate PM Dies

Palisade Capital Management Partner Kyle Kavanaugh unex­pectedly died over the Thanksgiving holiday weekend, the firm announced on its website.

12.07.23
Smith Graham Equity Team Joins Dana Investment Advisors
News
Smith Graham Equity Team Joins Dana Investment Advisors

The equity team of Smith, Graham & Co. Investment Advisors has found its next home with equity and fixed-income manager Dana Investment Advisors.

12.07.23
News
Stanford Declines To Provide Details On Diverse Manager Initiative

Stanford Management Company, the investment management arm of Stanford University, has declined to disclose the results of its Diverse Manager Initiative launched in the first quarter of 2022 to invest in diverse-led investment managers.

12.07.23
News
CalPERS Aims For $10B With Emerging & Diverse Firms By 2030

The $468.8 billion California Public Em­ployees’ Retirement System is aiming to have $10 billion invested with emerging and diverse managers by 2030, accord­ing to a recent presentation.

12.07.23
Consultants Should Look Beyond Ownership In DEI Efforts: NEPC
News
Consultants Should Look Beyond Ownership In DEI Efforts: NEPC

Diverse-owned managers provide an im­portant solution, but not the only one, as endowments and foundations implement investment strategies or policies that in­corporate diversity, equity or inclusion goals into their portfolio management.

12.07.23
Editor's Note
Editor's Note
Editor's Note

With Thanksgiving in the rearview mirror and the holiday season in full swing, I wanted to use this space to reflect on some positives from 2023. To give thanks.

12.07.23
Features/Profiles
Virtual Reality: Texas Teachers Sticks To Online Annual Conference

Kirk Sims is no stranger to the conference circuit.

12.07.23
News
NYC Sets Long-Term Diverse Asset Manager Targets

The $253.2 billion New York City Retirement Systems will ex­pand their emerging manager programs, City Comptroller Brad Lander announced at the Bureau of Asset Management’s Nov. 16 diverse-owned and emerging manager conference.

12.07.23