News

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

Conference Coverage
Diverse Manager Sourcing Remains A Challenge For Institutions: Panel

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.

08.02.23
News
ESG, DEI-Focused Investors Maintain Convictions Amid Backlash: Panel

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.

08.02.23
Industry Trade Orgs Push For Action In Manager Diversity: Panel
Conference Coverage
Industry Trade Orgs Push For Action In Manager Diversity: Panel

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.

08.02.23
Opportunities In Short-Term Credit & Asset Based Lending
News
Opportunities In Short-Term Credit & Asset Based Lending

A Conversation With Old City Investment Partners Head Of Investments Jason Plawner

08.02.23
News
How Nonprofits Can Build A Diverse Board Pipeline: CAPTRUST Video

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.

08.02.23
News
Prime Buchholz Boosts Diverse-Owned Manager Options For Clients

Prime Buchholz has grown its roster of diverse man­agers that it recommends to institutional clients.

08.02.23
Editor's Note
Editor's Note
Editor's Note

Sometimes the news is that there is no news.

08.02.23
Diverse Manager Inclusion Rises: Wilshire
News
Diverse Manager Inclusion Rises: Wilshire

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.

08.02.23
News
Ramirez Enters Equity Space With Thomas White Acquisition

 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.

08.02.23
Columns
Compliance Column

Breaking Down The Code Of Ethics Reporting Requirements

08.02.23