NEWS

May 1st, 2024

Exclusive Interviews from the Sidelines: 8th Annual Real Estate Midwest Forum

Watch our exclusive video interviews from the sidelines of our 8th Annual Real Estate Midwest Forum. With a focus on actionable investor content, this event was a melting pot of insights aimed at propelling the real estate investment industry forward in the Midwest. Find out what the leading minds in institutional real estate had to say about diversity, ESG, and how challenging times can offer remarkable opportunities in niche real estate.


April 29th, 2024

CIO Andy Stewart on Managing with Integrity

How the chief investment officer of Exchange Capital Management manages staff with radical candor, how he applies his tech background to investment probabilities, how he approaches due diligence, and currencies.


April 29th, 2024

Exclusive: CIO Andrew Palmer on Investing Around Risk While Hitting Benchmarks

Andrew Palmer, Chief Investment Officer of the Maryland State Retirement Agency, which manages the $67 billion fund for Maryland state pension plans, did something very interesting. He was given a mandate by the state of Maryland to put all of his investments through an ESG lens. And he did it in such a way, that he believes his investments will avoid conflict if there’s a political regime shift in the United States. He's been hitting his benchmarks for years.

On April 30, Markets Group will be awarding Palmer a Strategy Award as part of our Investor’s Forum in Washington D.C. The award is meant to highlight thought leaders within the allocator community who have come up with a strategy that others can learn from.

Some people argue that ESG detracts from investment returns, but Palmer has been able to hit all of his benchmarks for years. During this interview, we will discuss how he did it, how he looks at his portfolio, and ask him what other allocators should be aware of. 


April 9th, 2024

Generating Sustainable Returns with Rob Roy

"It turns out for health systems, one of the biggest environmental impacts is what we call Scope 2, which means it's mostly purchased electricity... we've had the privilege to learn a lot and put in place two big power purchase agreements, which are going to bring AdventHealth to 100% renewable electricity by 2026."


April 8th, 2024

TPR Announces Interim Leadership Changes

The Pensions Regulator (TPR) has made several interim appointments, with Neil Bull becoming Interim Director of Market Oversight, Nina Blackett taking on the role of Interim Director of Strategy, Policy, and Analysis, and Mel Charles assuming the position of Interim Director of Regulatory Compliance. 


April 3rd, 2024

Bob Fontana on Navigating Market Optimism and Caution in 2024

Actionable insights from Bob Fontana, Chief Investment Officer at Investors Trust Company, as he delves into the outlook for the 2024 markets, explores disruptive healthcare trends, shares thoughts on private credit, and discusses the evolving role of artificial intelligence in investment strategies.


March 27th, 2024

Japan's Pension Fund Explores Bitcoin as an Investment

Japan’s Government Pension Investment Fund (GPIF), the world’s largest pension fund by assets under management, announced that it is seeking information on "illiquidity assets," including bitcoin, as part of its exploration into potential new investments.


March 18th, 2024

George Boubouras Joins ESSSuper

George Boubouras has recently been appointed to the board of ESSSuper, the fund catering to emergency services and Victorian government employees, effective February 6, 2024.


March 17th, 2024

Regina Jefferson Joins ERISA Advisory Council

The U.S. Department of Labor has named five members and leaders for the 2024 ERISA Advisory Council, which advises on employee welfare and pension benefit plans. Among the appointees is Regina Jefferson, a professor at Catholic Law, selected to represent the broader public.


March 14th, 2024

Exclusive Interviews from the sidelines our Institutional Tri-State Forum

Earlier this week, we convened our 11th Annual Tri-State Institutional Forum in New York City, welcoming esteemed executives from various sectors including pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds, and consultants from across the region. Our Co-Head of Institutional Production, Morgan Lomas, spoke to some of our guests on a wide array of topics, covering everything from allocation strategies to climate risk impact on investments, fixed income discussions, portfolio construction insights, and the imperative for equitable savings initiatives.


March 13th, 2024

Market Chatter, Allocator Viewpoints in the US Mountain Region, Q1 2024

Institutional Allocators in the US Mountain region faced unprecedented market volatility in 2023, requiring investment staff to adapt and innovate. This whitepaper synthesizes insights from successful investors, highlighting their strategies and market conditions that proved instrumental in navigating the tumultuous environment over the past year.


March 3rd, 2024

Royal London Appoints Two Seniors

Fiona Wynn has been named head of protection proposition, while Mark Preston joins as service delivery manager overseeing large cases. These appointments align with the company's expansion plans, particularly in the segments of high net worth and business protection.


March 1st, 2024

LUPK Appoints New Managing Director

The Lucerne Pension Fund (LUPK) is set to undergo a change in leadership, as Reto Tarreghetta, the acting managing director, tendered his resignation at the close of May, concluding a tenure of approximately six years.


February 25th, 2024

CAAT Pension Plan Announces Two Executive Appointments

CAAT Pension Plan (‘CAAT’) has announced the elevation of two senior executives to address the growing demand for its contemporary defined benefit (DB) plan, DBplus. Effective immediately, Sabeen Purewall has been promoted to the role of Vice President, Solutions & Partnerships, while Graham Stone assumes the position of Acting Vice President, Pension Solutions.


February 21st, 2024

Sid Ludbe Joins Nedbank Private Wealth

Nedbank Private Wealth has revealed the transfer of Sid Ludbe, an extensively seasoned private banker, from its Isle of Man branch to its acclaimed representative office in Dubai, marking a strategic move to bolster the company's footprint in the Middle East.


February 19th, 2024

NY Common Retirement Fund Implements Climate Protection Measures

The New York State Common Retirement Fund (Fund) will enact investment restrictions on eight integrated oil and gas companies, including Exxon Mobil Corp., following a review of their readiness to transition to a low-carbon economy, announced State Comptroller Thomas P. DiNapoli, who serves as trustee of the Fund.


February 12th, 2024

GIC Senior Leadership Appointments

GIC Singapore has announced forthcoming changes to its senior management team, set to take effect on 1 April 2024. The organization is appointing six new seniors to various teams within its structure.


February 9th, 2024

Market Chatter, Ohio, Q1 2024

Drawing from the feedback of prominent institutional investors in Ohio, Markets Group has analyzed the diverse approaches that contributed to their success in navigating the turbulent financial landscape of 2023. 


January 23rd, 2024

Ontario Teachers’ Announces CIO Appointments

Ontario Teachers’ Pension Plan Board (Ontario Teachers’) has made significant executive appointments, designating two seasoned leaders in its Investments division as Chief Investment Officers (CIOs) with immediate effect.


January 15th, 2024

Maura Sullivan to Become Railpen CFO

Railpen, the fiduciary and investment manager overseeing the £34 billion railway pension schemes, has revealed the retirement of Stu Blackett and the appointment of Maura Sullivan as the new Chief Financial Officer.


January 9th, 2024

RIT Appoints Maggie Fanari as JRCM CEO

The board of RIT Capital Partners plc (RIT) has announced the appointment of Maggie Fanari as the Chief Executive Officer of its investment manager, J Rothschild Capital Management Limited (JRCM).


December 21st, 2023

Michael Roberge to Retire from MFS CEO

MFS Investment Management has disclosed the retirement of Michael Roberge from the position of CEO. The role will be succeeded by Ted Maloney, the current Chief Investment Officer at MFS.


December 18th, 2023

Jay Williams Joins Shenkman Board of Directors

Shenkman Capital Management has welcomed former professional basketball player and entrepreneur Jay Williams to its board of directors as part of the firm's expansion efforts in managing the wealth of high-net-worth individuals. 


December 14th, 2023

PIMCO Appoints Mohit Mittal as Core Strategies CIO

PIMCO has appointed Mohit Mittal as Chief Investment Officer – Core Strategies. In this capacity, he will supervise fixed-income portfolios within PIMCO's core suite of strategies, encompassing Low and Moderate Duration, Total Return, and Long Duration.


December 14th, 2023

CIO Michael Beattie to Retire From Grosvenor

Grosvenor has announced the retirement of Chief Investment Officer Michael Beattie at the end of 2023. The responsibilities of the outgoing CIO will be distributed between Angela Biggs and Mark Purdy, both of whom will be elevated to Managing Director roles.


December 6th, 2023

DWS Welcomes Rafael Otero as Chief Operating Officer

DWS Group will have a management team adjustment, with the introduction of Rafael Otero as the new COO, commencing from January 1, 2024. Reporting directly to Chief Financial Officer Markus Kobler, Otero's appointment prompts Kobler to temporarily shoulder board responsibility for the Chief Operating Office.


November 12th, 2023

Amundi Appoints Eddie Wong as Their Asia's CEO

Amundi appoints Eddy Wong as CEO Asia, starting from November 6th. Eddy will oversee Amundi's activities in North & South Asia, along with the joint ventures in mainland China. He also joins Amundi's Executive Committee.


November 7th, 2023

Vincent Tuohey as the Next President of PRINCO

Vincent Tuohey, an investment director with the Global Investment team at the Massachusetts Institute of Technology's Investment Management Company (MITIMCo) and a highly accomplished former U.S. Army captain, has been appointed as the incoming president of the Princeton University Investment Company (PRINCO). Tuohey is set to take over from the longstanding PRINCO President, Andrew Golden, who is scheduled to retire at the conclusion of this academic year.


November 7th, 2023

CEO of SJCERA Johanna Shick Set to Retire in March

The San Joaquin County Employees’ Retirement Association (SJCERA) has announced that Chief Executive Officer Johanna Shick intends to retire in March 2024. This decision comes after Johanna Shick's remarkable seven-year tenure at SJCERA, during which she provided dedicated service and exceptional leadership, and after more than 33 years of serving in the public sector.


November 1st, 2023

Morgan Stanley Names Ted Pick as CEO

The Board of Directors of Morgan Stanley has announced that Co-President Edward (Ted) Pick will assume the role of the company's Chief Executive Officer, starting from January 1, 2024.


April 11th, 2023

Manpreet Gill on Encouraging Diversity through Debate

Dubai-based Standard Chartered bank recently developed a new investment model whereby it promotes diversity of thought, takes on opposing views and encourages debate at the investment committee level. In this interview, EMEA CIO Manpreet Gill details the effect that investment diversity has on performance and return.


September 21st, 2022

What Identifies a True Single Family Office?

The term single family office has become subjective. Paul Reynolds, director at Thamesis Limited, discusses the nuances of a single-family office and debunks misconceptions of how the wealthiest people in the world manage their money.


July 28th, 2022

Insights: Bay Bridge highlight the importance of sustainability and inclusivity across the investment process

Kim Kolt is co-founder and General Partner at Bay Bridge Ventures, the first purpose-built, institutional ESG and Sustainability focused venture capital firm. Bay Bridge is committed to inclusivity  - starting from leadership and continuing through the underlying investments - in addition to responsible stewardship - active, high-engagement investing through multiple stages of development.


July 26th, 2022

Laura LaTourette (She/her/hers) Talks Diversity, Hiring an All-Female, Multigenerational Staff, and Her Approach to Succession Planning

Laura LaTourette (she/her/hers) takes a unique view about how she approaches running her Georgia-based RIA, Family Wealth Management Group. From an entrepreneurship lens, LaTourette works to differentiate her brand within a crowded market, which can make all the difference when setting out to create a long-lasting, thriving private wealth practice.