Asset Allocation, Governance, Institutional Investors, Sovereign Wealth Funds

Asset Owner Profile: SITFO’s Madsen Believes Institutional Investment Pros are Underappreciated

In 2015, the State of Utah created the Utah School & Institutional Trust Funds Office (SITFO) to manage revenue from natural gas, oil, and the sale of state lands. That year, the trustees of the fund hired Peter Madsen as the fund’s first chief investment officer, a position he holds today.  Having moved around the industry over …

Alternatives, Asset Allocation, Asset Managers, Defined Benefit, Endowments/Foundations, ESG/SRI, Institutional Investors, Pension Funds, Private Equity, Public Funds

Almost All Investors to Boost “Impact” Allocation Over Next Three Years: KBIGI Survey

A whopping 94% of responders to a new survey released by Dublin-based KBI Global Investors (KBIGI) say they are looking to increase their allocation to impact over the next one to three years. The survey found that 78% of respondents are currently investing in the impact investment space, with 21% investing through public equity, 21% …

Defined Benefit, Endowments/Foundations, ESG/SRI, High Net Worth, Institutional Investors, Pension Funds, Public Funds

U.S. SIF Releases ESG Guide in Effort to Reduce Greenwashing and Increase Institutional Implementation

U.S. SIF: The Forum for Sustainable and Responsible Investment has released the third installment of its three-part report on sustainable investing titled: Moving Forward with Sustainable Investing: A Roadmap for Asset Owners. The report outlines the basics of sustainable investing and provides guidelines to help highlight best practices that investors can be proactive about implementing …

Asset Managers, Defined Contribution, Institutional Investors, People

Willis Towers Watson Taps New Leader U.S. Defined Contribution Plan Business

\Willis Towers Watson has appointed Michele Brennan as U.S. Delegated Defined Contribution (DC) Plan Solutions leader, according to a release from the firm. Brennan is based in Chicago and reports to Clint Cary, U.S. head of Delegated Investment Solutions. Brennan has 25 years of experience in various consultant relations, business development, marketing and client servicing …

Uncategorized

The Spring 2019 edition of Market Group’s Quarterly Institutional Allocator is…

The Spring 2019 edition of Market Group‘s quarterly magazine, Institutional Allocator,  is here! Welcome to Volume 2 Issue 2 of Institutional Allocator’s quarterly magazine. With this edition of IA we’re tipping our hat, so to speak, to the green zeitgeist now sweeping the developed world, with its implications for social, economic and ecological change. In …

Endowments/Foundations, Governance, Institutional Investors, Performance Measurement

Shortfall in Women CIOs at Endowments is Mysterious: Skorina

Executive search firm Charles A. Skorina & Company has reviewed the number of women CIOs at big endowments and finds the shortfall in the number of women in this role “mysterious,” according to a report yesterday from the firm.  Among 109 North American endowments with more than $1 billion in assets under management, the firm …

Endowments/Foundations, Institutional Investors, People

Texas Tech Seeks Senior Investment Officer

Texas Tech University System endowment (TTUS) is looking to hire a senior investment officer and hopes to make an offer to a candidate by the summer. “We are building out the investment team and are in the process of onboarding two analysts right now,” said Dan Parker, Deputy CIO, Texas Tech University System. The role is a new position at the endowment. The …

Asset Allocation, Asset Managers, Consultants, Corporate Funds, Defined Benefit, Endowments/Foundations, Institutional Investors, OCIO, Pension Funds, Performance Measurement, Public Funds, Retirement Income

An Interview With Segal Marco’s Tim Barron: Part Four

Managing Editor Leslie Kramer sat down with Segal Marco Advisors CIO Tim Barron at Markets Group’s recent Tri-State Institutional Forum in New York to discuss how changing demographics (retiring Baby Boomers) may impact retirement savings management; how to assess if an incoming asset management team is as good as a retiring, senior team; and will …

Asset Allocation, Asset Managers, Consultants, Corporate Funds, Defined Benefit, Endowments/Foundations, Institutional Investors, OCIO, Pension Funds, Performance Measurement, Public Funds, Retirement Income

An Interview With Segal Marco’s Tim Barron: Part Three

Managing Editor Leslie Kramer sat down with Segal Marco Advisors CIO Tim Barron at Markets Group’s recent Tri-State Institutional Forum in New York to discuss how changing demographics (retiring Baby Boomers) may impact retirement savings management; how to assess if an incoming asset management team is as good as a retiring, senior team; and will …

Asset Allocation, Consultants, Defined Benefit, Governance, Institutional Investors, Pension Funds, Performance Measurement, Private Equity, Public Funds

Asset Owner Profile: Washington State’s Bruebaker Set on Securing Public Employees’ Financial Futures

Gary Bruebaker, chief investment officer of the Washington State Investment Board (WSIB), oversees $128 billion in assets, a portfolio that includes the retirement assets of over three quarters of a million current and former public employees. Having such a large pool of investments under his discretion and having booked more than 40 years in the …