News

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

Columns
Compliance Column: Amendments To Regulation S-P

In 2024, the SEC adopted amendments to Regulation S-P. This is the rule that requires investment advisors to have written safe­guards in place to protect client information and provide those clients with a written pri­vacy notice.

11.06.25
News
News Briefs

News this month includes Callan’s upcoming Callan Connects sessions to be held next month as well as the onboarding of a DEI consultant at CalPERS.

11.06.25
New York City CIO Departing
News
New York City CIO Departing

Steven Meier will depart his role as cio of the New York City Retirement Systems this week.

11.06.25
Building A Solution: Unigestion Looks To Capitalize On Priceless Relationships With Emerging Managers
News
Building A Solution: Unigestion Looks To Capitalize On Priceless Relationships With Emerging Managers

European private funds are currently attracting broad in­terest due to a whole host of dynamics.

11.06.25
News
5 Questions With Lumina Foundation V.P. & CFO Erin Archer

Erin Archer serves as v.p. and cfo at the Lumina Foundation, handling financial management and directing the invest­ment strategies for the organization’s approximately $1.4 billion endowment.

11.06.25
Editor's Note
Editor's Note

This industry talks a lot about relationships, but at some point, for the ecosystem to grow and thrive, there needs to be an effort to help others, to reward those that were there with you early on and to do what you can to give back.

11.06.25
Veteran-Focused VC Firm Investing To Move U.S. Forward
Features/Profiles
Veteran-Focused VC Firm Investing To Move U.S. Forward

Venture capital firm The Veteran Fund is dedicated to investing in veteran-led technology startups that seek to move the U.S. forward.

11.06.25
Targeting Their Market: Veterans Find Their Place In Investment Industry
Features/Profiles
Targeting Their Market: Veterans Find Their Place In Investment Industry

Veterans throughout the investment industry share their stories on their path from military service to their current careers.

11.06.25
Searches
NY Common Discloses Hires

The $283.9 billion New York State Common Retirement Fund made a $10 million real etate commitment to Zenzic Capital’s Zenzic Real Estate Credit Opportunities Fund on Aug. 27.

11.05.25
Searches
Ill. Teachers Adds To Manager

The $79 billion Teachers’ Retirement System of Illinois made a new commitment to an existing diverse manager relationship last month,

11.05.25