Up-to-date investment manager search leads, industry trends and investor profiles.
Involving diverse investment firms in manager searches largely comes down to sourcing and intentionality, according to a public markets panel at the CalPERS/CalSTRS Catalyst conference held on June 26-28 in San Francisco.
As anti-ESG and anti-DEI sentiment grows in the U.S., investors hold onto their convictions making investments in the space and committing to diverse managers, according to panelists at the National Association of Securities Professionals’ annual financial services conference held in Philadelphia on July 24-26.
Trade associations in the diverse manager space discussed the disappointing state of the industry and what can be done to grow those numbers at the National Association of Securities Professionals’ annual financial services conference held in Philadelphia on July 24-26.
A Conversation With Old City Investment Partners Head Of Investments Jason Plawner
While most nonprofit boards are likely aware of the importance that diversity and inclusion can bring to their organizations and governance structure, many still lack diversity and have difficulty finding diverse members, according to CAPTRUST Financial Advisors.
Prime Buchholz has grown its roster of diverse managers that it recommends to institutional clients.
The inclusion rate of diverse-owned firms in searches increased to 67% of all searches in 2022 after being stable at approximately half of all searches from 2018 to 2021, according to investment consultant Wilshire.
Ramirez Asset Management, a stalwart in the fixed-income investment space, is breaking into equities with the acquisition of Chicago-based value equity manager Thomas White International.
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