News

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

Columns
SEC Exam Preparedness: Thriving Not Surviving

SEC exams are an inevitable component of a Registered Investment Adviser’s (“RIA”) existence, and we have found that CCOs can reduce the stress associated with a potential exam if they know what to ex­pect.

07.02.25
News
Martin Investment Management Managing Director Dies

Mary Ellen Martin Zellerbach, a managing director at Martin Invest­ment Management, died in June, the firm announced.

07.02.25
Mission-Aligned Investing Continues To Grow Among Community Foundations: FEG Survey
News
Mission-Aligned Investing Continues To Grow Among Community Foundations: FEG Survey

Value-aligned investing contin­ues to grow among community foundations, with environmental stewardship and gender or racial equity remaining areas of focus despite political headwinds, ac­cording to a new survey.

07.02.25
Andrew Palmer: Emerging From A Decade As Maryland CIO
News
Andrew Palmer: Emerging From A Decade As Maryland CIO

Andrew Palmer has accomplished a significant amount in his decade overseeing the Maryland State Retirement & Pension System, particu­larly when it comes to emerging managers.

07.02.25
News
20 Years And Counting: Illinois Teachers Marks Milestone Of Emerging Mgr. Investing, Gears Up For Next Stage Of Program

The $75.7 billion Teachers’ Retirement System of Illinois continues to raise its emerging manager game as it celebrates the 20-year anniversary of its program.

07.02.25
News
Metis, Wilshire Indexes Partner On Custom Index Offerings

Metis Global Partners has entered into a strategic partner­ship with Wilshire Indexes to enhance its customized beta solutions for investors.

07.02.25
Editor's Note
Editor's Note
Editor's Note

Tenure is something you do not appreciate until you are older. How you define older is a whole other discussion we will not get into but as I leave my early 40s and my eldest daughter moves into middle school, I am certain I am not in the “young” camp anymore.

07.02.25
Mapping Their Future: Market Volatility Impacting CIO Changes
Features/Profiles
Mapping Their Future: Market Volatility Impacting CIO Changes

Market volatility leads cios to feel a responsibility to stick with their institution, increasing their tenure over time and resulting in relatively flat activity for new women and minority cios at the nation’s largest institutions over the last year.

07.02.25
Searches
Cook County Eyes MoM Search

The $13.4 billion Cook County (Ill.) Pension Fund will launch a search for emerging managers-of-managers.

07.02.25
Searches
Sierra Club Commits To 2 Mgrs.

The Sierra Club Foundation has made new commitments to Nia Impact Capital and Xponance within its approximately $123.2 million investment portfolio utilizing proceeds from former allocations with BlackRock’s Aperio Group.

07.02.25