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NYS Comptroller

THOMAS P. DiNAPOLI

Program Partners: Public Equity



FIS Group, Inc.
Public Equity Program
1818 Market Street, Suite 3205
Philadelphia, PA 19103
(215) 567-1100
www.fisgroup.com

Eligibility Criteria

  • The emerging manager must be a fiduciary to the Fund.
  • The emerging manager must have a verifiable, historical performance record for the product being offered, and principals with investment management experience.
  • The emerging manager will have no more than $2 billion in firm-wide assets at the time the Fund makes its commitment.
  • The emerging manager must be a Registered Investment Advisor.
  • FIS Group does not have minimum assets under management requirements in order for entrepreneurial managers to be considered for the buy list.

Leading Edge Investment Advisors, LLC
Public Equity Program
50 California Street, Suite 2320
San Francisco, California 94111
(415) 217-7030
www.leia.net

Eligibility Criteria

  • The emerging manager must be a fiduciary to the Fund.
  • The emerging manager must have a verifiable, historical performance record for the product being offered, and principals with investment management experience.
  • The emerging manager will have no more than $2.0 billion in firm-wide assets at the time the Fund makes its commitment.
  • The emerging manager must be a Registered Investment Advisor.
  • The emerging manager must be at least 51 percent independently owned.

Progress Investment Management Company, LLC
Public Equity Program
33 New Montgomery Street, 19th Floor
San Francisco, CA 94105
(415) 512-3480
www.progressinvestment.com

Eligibility Criteria

  • The emerging manager must be a fiduciary to the Fund.
  • The emerging manager must have a verifiable, historical performance record for the product being offered, and principals with investment management experience.
  • The emerging manager will have no more than $2 billion in firm-wide assets at the time the Fund makes its commitment.
  • The emerging manager must be at least 51 percent independently owned.
  • The emerging manager must be a Registered Investment Advisor.
  • Second-generation products from established emerging firms will be considered.