Adapt or Die? Investment Biz Braces for Tech Effect

Most investment industry workers expect their job functions to change over the next five to 10 years as a result of technological disruption–with nearly half expecting that change to span from significantly different to job eliminating–according to the findings of a new report released by CFA Institute, titled the Investment Professional of the Future. The report explores how investment industry …

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 …

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 …