News
Up-to-date investment manager search leads, industry trends and investor profiles.
Cerity Partners is expanding its nonprofit client base by absorbing outsourced cio Agility.
Kevin Roundtree has departed his position as a consultant at Segal Marco Advisors.
Pennington Partners & Co. hired former Bryn Mawr College Director of Investments Wendy Xu as a managing director of private markets last month.
A new study shows a “significant lack of representation” of Asian American and Pacific Islander investment professionals in funding opportunities and career advancement within the venture capital community.
Considering what is occurring in today’s investment environment and focusing on the facts versus fiction, one investment consultant finds there are numerous reasons for skeptical investors to allocate to private equity right now.
Until recently, the challenge for emerging asset managers seeking to grow assets among institutional investors and RIAs was developing and executing a two-pronged approach because they are essentially two different market segments with distinct needs and objectives.
The most common question we receive from clients is “When am I going to be examined?” Unfortunately, there is no crystal ball to predict this for advisers. The best advice we have is to assume it could be any day.
This month we have news of recent reports published by the California State Teachers’ Retirement System as well as Harlem Capital.
The Institute for Diversity and Inclusion in Finance (IDiF) and the Investment Diversity Advisory Council (IDAC) have announced that they are joining forces “to create a more unified approach to financial inclusion.”
New York Life has acquired a minority stake in private equity and venture capital firm Fairview Capital, according to an announcement.
