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 …

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 …

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 …

Across the Board on ESG

With this edition of Institutional Allocator, we bring you this new feature we’ve dubbed Across the Board. In it, IA asks its advisory board members–who collectively represent broad investment industry expertise–to share thoughtful observations on selected industry themes and topics. To Inaugurate the feature, IA recently asked board members to comment on a few basic …

Asset Owner Profile: Ariz. Blue Cross Blue Shield’s Black Follows the Money

Cameron Black is chief investment officer and treasurer of Blue Cross Blue Shield of Arizona in Phoenix. He is responsible for the company’s short- and long-term investment strategies and overseas its risk management. Prior to joining BCBSAZ, Black held positions in television production, was an independent investment adviser and a director in the foundation arm of a biomedical research institute. …

Aussie Coal Mine Court Ruling Illuminates Reg. Risk in ESG Investing

The decision by an Australian court earlier this month to prohibit the opening of a coal mine because the mine would contribute to greenhouse gas (GHG) emissions and set back the fight against climate change is being characterized by some socially responsible investing specialists as a judicial first in the environmental, social and governance (ESG) …

S&P to Spotlight ESG Risk in Corporate Debt

SS&P Global Ratings will add a new emphasis on environmental, social and governance (ESG) evaluations of corporations within its issuer credit rating reports. “What we are doing is making it easier for a reader [of our reports] to find any credit-related ESG factors that are driving the credit rating,” said Nicole Martin, senior director, sustainable …

Corp. Pension Plans Must Explore Risk Strategies for a Volatile 2019, Consultants Say

With stock market volatility currently high and trade war fears still in the air, consultants and asset managers are looking to 2019 as a year when corporate defined-benefit pension plans will need to review their risk assets, evaluate new investment strategies and focus more on matching their assets and liabilities. “Looking forward to 2019, we …