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NYS Comptroller

THOMAS P. DiNAPOLI

Program Eligibility: Fixed Income


Eligibility Criteria

The emerging manager:

  • will have no more than $10 billion in firm-wide assets at the time the Fund makes its commitment;
  • must be at least 51 percent independently owned;
  • must be a fiduciary to the Fund;
  • must be a Registered Investment Advisor; and
  • must have a verifiable, historical performance record for the product being offered, and principals with investment management experience.

For futher information please contact the Emerging Manager Team at emergingmanager@osc.state.ny.us.