NEWS

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.