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NYS Comptroller

THOMAS P. DiNAPOLI

Program Partners: Public Equity


Current Strategies

  • Global
  • International
  • U.S. Mid Cap
  • U.S. Small Cap


Program Partners


FIS Group (Global Equity)
Public Equity Program
1845 Walnut Street, Suite 800
Philadelphia, PA 19103
(215) 567-1100
www.fisgroup.com

Leadership: Tina Byles Williams, Thomas Quinn
Email: Cesar Gonzales, cgonzales@fisgroup.com


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

Leadership: Clayton Jue, Chris Fong, Carolyn Diaz Roberts
Email: info@leia.net


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

Leadership: Thurman White, Mona Williams, Pat Gerrick
Email: info@progressinvestment.com



Program Guidelines


Life-Cycle Stage: Early & Mid-Stage
Structure: Separate Managed Account
Managed by: Program Partners
Firm AUM typically less than $500 million (early) and $2 billion (mid) at the time of commitment
Sample commitment: $50 million to $100 million


Life-Cycle Stage: Late-Stage
Structure: Separate Managed Account
Managed by: NYSCRF Direct, Program Partners
Firm AUM typically less than $3.5 billion at the time of commitment
Sample commitment: $100 million to $150 million


Life-Cycle Stage: Mid & Late-Stage, Anchor Investor to New Strategy
Structure: Separate Managed Account
Managed by: NYSCRF Direct, Program Partners
Firm AUM typically less than $5 billion at the time of commitment
Sample commitment: $50 million to $75 million


Please also refer to additional guidelines: Emerging Manager Definition and Life-Cycle Stages