Decorative Image: Emerging Managers Tree

Emerging Manager Minimum Criteria

We define emerging managers as a segment of investment managers characterized by size, generally under $6 billion AUM, and/or women/minority owned.

The following will be minimum criteria for any firm being considered for an emerging investment manager mandate:

  1. The firm must have a minimum of $50 million under management in the product being considered and portfolio size shall not exceed 20% at the time of hire.
  2. The firm must have been in existence for a minimum of one year.
  3. The portfolio manager must have a minimum of five years verifiable experience managing the particular investment product, at the current firm or a previous firm