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 …

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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 …

Asset Allocation, Asset Managers, Corporate Funds, Defined Benefit, Defined Contribution, Institutional Investors, Pension Funds

IA Strategy: Pentegra Treads Path Less Risky to Fund Liabilities

Pentegra, a White Plains, New York-based provider of retirement plan, fiduciary outsourcing and institutional investment solutions to clients across the U.S., with approximately $14 billion on its platform, is generally risk-averse when it comes to managing defined benefit pension plan assets and seeks the best risk-adjusted returns it can deliver over time. “For us, this …

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 Two

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, Defined Benefit, Governance, Institutional Investors, Pension Funds, Public Funds

Chief Investment Officers Fess Up on their Biggest Fears

At Markets Group’s 7th Annual Tri-State Institutional Forum, Antonio Rodriguez, director of investment strategy, NYC Board of Education Retirement System, posed the question:” What keeps you up at night, currently?” to the CIOs sitting on the Conversation with the Region’s Leading Chief Investment Officers panel.  We know there are a lot of sleep deprived CIOs …