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 …

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 …

Democratizing Investment Research for Alpha in Changing Markets

A Guest Article By Kamal Suppal Most would probably agree that tectonic changes are sweeping across economics, politics, business and capital markets. And it is in a rapidly changing world that investment portfolios must continue fighting to bridge gaping funding shortfalls and/or meet spending targets. The new investment paradigm demands the capture of as many …

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

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 …

Institutional CIOs Opine on Governance, Asset Allocation at Tri-State Forum

At Markets Group’s 7th Annual Tri-State Institutional Forum, which took place on March 27th, Antonio Rodriguez, director of investment strategy at the New York City Board of Education Retirement System, moderated a panel entitled: Conversation with the Region’s Leading Chief Investment Officers. Rodriguez led the discussion with a trio of panelists that included: Anthony O’Toole, …

USF Endowment Rebalances Portfolio, Increases Equities Target

The University of San Francisco endowment has increased its domestic equities portfolio target from 23% to 33% of its overall portfolio, and its international public equities target from 15% to 20%, to be more in-line with its current, actual allocations, according to Stacy Lewis, associate vice president, finance and treasury, at the $400 million endowment. …

Consultants Give Nod to Planned SEC Market-Competitiveness Review

Growing concerns about the potentially negative effects of fund manager consolidation, including downward fee pressure and rising technology costs on smaller- and medium-sized fund providers has gotten the Securities and Exchange Commission’s attention; The SEC’s Division of Investment Management now plans a review of the impact of this trend this year that will include an …

KRS Seeks EM, U.S. Micro-Cap and Distressed- Opportunities Managers

The Kentucky Retirement Systems (KRS), which includes the Kentucky Employees Retirement System, the County Employees Retirement System, and the State Police Retirement System, is seeking several new managers in various classes as it shakes up its investment portfolio, according to Rich Robben, who in February was named chief investment officer (CIO) of the Kentucky System, effective April …