Trends
A follow-up note from a marketer helped win the manager win a mandate, showing that the little things can lead to big money for asset managers.
Nonprofits are increasingly testing the waters for a new advisor as their fiduciary responsibilities have grown more complex.
The recommendations address transparency, disclosure, fiduciary duty, political contributions and investigating discrimination complaints in the asset management industry.
Diverse-owned manager utilizes artificial intelligence to manage portfolios.
A foundation based in Chicago will divest its investment portfolio from fossil fuel industries and invest more in renewable energy to mitigate the effects of global climate change.
Institutional investors have long overlooked international micro-cap equity’s ability to drive alpha and its diversification benefits, according to investment managers involved in the space with strategies dating back decades.
An HBCU in the Mid-Atlantic region revised its endowment policy this week to implement a mandate that a majority of its endowment be managed by minority-owned investment firms.
The lower middle market and small buyout space possesses more attractive qualities relative to the private equity sector’s large buyout space, according to one firm.
But uncertainty remains about future of real estate property income levels and asset prices and their effect on returns.
A religious association in the Northeast is seeking proposals from consultants to assist in implementing its racial justice investing plan.
