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 …

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% …

U.S. SIF Releases ESG Guide in Effort to Reduce Greenwashing and Increase Institutional Implementation

U.S. SIF: The Forum for Sustainable and Responsible Investment has released the third installment of its three-part report on sustainable investing titled: Moving Forward with Sustainable Investing: A Roadmap for Asset Owners. The report outlines the basics of sustainable investing and provides guidelines to help highlight best practices that investors can be proactive about implementing …

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 …

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 …

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 …

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 …

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, …