News

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

Columns
Marketing An Emerging Manager’s Most Valuable Differentiator

By Bruce Frumerman, CEO, Frumerman & Nemeth Inc.

09.03.25
Columns
Growth Strategies For Smaller Boutique Investment Managers

For smaller firms, the real challenge isn’t performance. It’s getting noticed. Allo­cators already have a long list of viable candidates. Why should they make room for one more?

09.03.25
AI Implementation: Overcoming Roadblocks
Columns
AI Implementation: Overcoming Roadblocks

Asset management firms seeking growth will need to have an “AI strategy reckon­ing” at some point. And sooner is much better than later.

09.03.25
Building A Culture Of Compliance: Educate
Columns
Building A Culture Of Compliance: Educate

Becoming a skillful educator ben­efits not only your firm’s employees, but it also improves your understanding of the material as well as your communication skills.

09.03.25
News
Bridge City Capital Adds Research Analyst

William Jellison has joined Bridge City Capital as a re­search analyst.

09.03.25
News
Polen Capital Adds Bosun Small Company Growth Team

Polen Capital Management brought on a small company growth team from emerging manager Bosun Asset Management at the end of the second quarter.

09.03.25
Illinois Pension Hearings Remain Silent Post Pandemic
News
Illinois Pension Hearings Remain Silent Post Pandemic

The Illinois State Senate’s committee on pensions will reach five years since holding its last hearing on investment diversity at the end of 2025.

09.03.25
Catherine Avery Investment Management Sells Minority Ownership Stake To Concurrent Asset Management
News
Catherine Avery Investment Management Sells Minority Ownership Stake To Concurrent Asset Management

Concurrent Asset Management has ac­quired a minority stake in boutique as­set manager Catherine Avery Investment Management, according to an announce­ment.

09.03.25
Editor's Note
Editor's Note

The passing of the Labor Day weekend signals the unofficial end of summer and if you are like me, the realization that the race to year-end is about to begin.

09.03.25
Searches
Boston University On Lookout For Emerging Private Equity, VC Managers

Boston University is looking to add new emerging private equity and venture cap­ital managers to its approximately $3.5 billion investment portfolio.

09.03.25