Industry News

Surveys/Studies
Size Matters: U.S. Large-Cap Stocks Outperform Small-Caps In 2024 Active Manager Review

Differences in return from a size perspective were meaningful in 2024 among U.S. equity universes.

03.06.25
People Moves
EARNEST Partners Adds Associate Director

The new associate director serves on the firm’s product management team.

03.06.25
Emerging/Diverse Managers
DEI Pushback Leaves HBCUs, Investment Management Industry Reeling

The pushback on diversity, equity and inclusion by the federal government, which plans to investigate whether DEI initiatives at several large universities and foundations are illegal, alongside several state governments has left some nonprof­it institutions questioning their mission.

03.06.25
Profiles
A Valuable Education: Former Ivy League Endowment Professional Brings Approach To PE FoFs Summation

With Founder and CIO Roger Vincent at the helm, Summation Capital is a new asset management industry fund-of-funds known for its endowment style approach to private equity investing. Read how Roger and the Summation team doing things differently.

03.06.25
People Moves
Southern University Names Next CIO

The university has named its interim cio to the role on a permanent basis following a search for the role from last year.

03.05.25
People Moves
Southern University Seeks Analyst For Data, Operational Due Diligence

The position will assist primarily with designing and executing data analysis for portfolio performance, risk profile and overall exposures.

03.05.25
People Moves
Infrastructure Manager Adds Head Of Sustainability

The position will drive environmental sustainability, climate risk management and responsible investment across its global investment strategies.

03.05.25
People Moves
Midwestern Foundation Adds Investment Risk And Operations Analyst

The analyst will be involved in all phases of the investment process with a special focus on quantitative data analysis, risk reporting and operation-related support.

03.05.25
Industry News
Firm Expands Access To Alternatives Platform

A global investment firm has expanded access for its alternative asset platform to its private banking and advisor clients as well as entities that have no relationship with the firm.

03.05.25
Industry News
Investment Consultant Absorbs Charlotte-Based Advisor

The investment consultant absorbed the investment advisor and financial planning firm’s base of clients totaling $1.4 billion in assets across 30 states.

03.05.25