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NYS Comptroller

THOMAS P. DiNAPOLI

Common Attributes of Successful Emerging Managers


Survey Findings


Attributes of successful newly formed and emerging firms

High Importance Medium Importance
  • Years of team experience in managing the strategy
  • Years of prior institutional work experience (competitor training)
  • Years leadership team has been working together
  • Private business, owner-managed
  • Size of AUM of strategy or fund
  • Well-considered strategic growth plan
  • Years managing institutional capital

Source: 2018 NYSCRF Survey conducted by Bard Consulting