CIOs Mix It Up on Myriad Questions, Concerns

What are the interesting trends in 2019? What does the future of private equity investment hold? Where are returns to be found at the close of a bull market?  And where does the search begin for strategies that can provide solid returns while delivering protection across asset classes?  These were just some of the questions …

IA Strategy: Minnesota Endorses $1B Private-Markets Recommendation

The Investment Advisory Council of the Minnesota State Board of Investment (MSBI) has given the thumbs up to a staff recommendation that MSBI make commitments to eight private equity funds, totaling approximately $1 billion.    At a May 20 meeting, the Investment Advisory Council, which provides advice to the $96 billion MSBI and its Executive Director, …

Virginia Says Hello, Goodbye to Managers to Tune of $1.4B

The Virginia Retirement System (VRS) in Richmond has since February terminated asset managers handling accounts within its credit-strategies program, and committed assets to two new managers, amounting to $1.4 billion in transactions. The hires and fires we reported to the fund’s board at its May 13 meeting. “The hiring and terminations presented…were not related to …

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 …

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% …

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 …

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 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 …

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 …

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 …