Up-to-date investment manager search leads, industry trends and investor profiles.
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.
Mary Ellen Martin Zellerbach, a managing director at Martin Investment Management, died in June, the firm announced.
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.
Andrew Palmer has accomplished a significant amount in his decade overseeing the Maryland State Retirement & Pension System, particularly when it comes to emerging managers.
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.
Metis Global Partners has entered into a strategic partnership with Wilshire Indexes to enhance its customized beta solutions for investors.
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.
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.
The $13.4 billion Cook County (Ill.) Pension Fund will launch a search for emerging managers-of-managers.
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.
This month we have news on a university expressing interest in emerging private equity and venture capital firms.
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