Fund IV will seek to invest in U.S. based healthcare, education and financial services companies that can benefit from the firm’s deep network, operating expertise, and policy perspectives.
There is as yet no industry standard for what a net-zero portfolio even means, leaving investors and portfolio managers largely in the dark as to how they should try to get there.
To better understand the potential behind the changing nature of asset managers’ new working relationship with advisors, we reached out to Institute member Nathan Stevenson, CEO of ForwardLane.
Earlier this month, the forensic investigation of the $90 billion-plus State Teachers Retirement System of Ohio, commissioned by the Ohio Retired Teachers Association and performed by my firm, was completed.