Aflac's Global CIO Talks Asset Allocation Strategy, More | Q&A With Eric Kirsch, Part 2
Eric Kirsch is the executive vice president and global chief investment officer at Aflac, where he oversees the $100 billion-plus investment portfolio and investment teams based in New York and Tokyo. In part two of this interview, he discusses what it's like leading Aflac's Global Investments team through very challenging periods, Aflac's asset allocation strategy and the three main trends that he foresees in the investment environment.
IPC Media Pension Scheme Appoints BlackRock As Fiduciary Manager
The IPC Media Pension Scheme has appointed BlackRock as its fiduciary manager to look after assets of around ÂL600m
Most Of Global Assets Are Allocated To Equity Funds
Most assets in the world are allocated to equity funds Bonds and other asset classes together have a similar allocation at around US$9tn The money market has the smallest asset allocation Asset Management Fees Fall For The First Time Since [âS]
A Family Business Helping Those With Substantial Wealth
It was the sale of his company that led Kenneth Akeson to set up a business designed to help individuals and families of substantial wealth to manage their lives better when it came to things like bill paying and administration.
CIOs' Tactical (Or Not) Preparation For President Trump | CIO Panel Part I
The election of Donald Trump to presidency was a significant political event in 2016 that profoundly shaped the expectations and strategies of institutional investors. In part one of the “Trumponomics 101” panel at Trusted Insight’s Alpha Conference, chief investment officers from university endowments, health care systems and corporations revisited the asset allocation decisions they made before and after the election and the thinking behind it.<br /> <br /> Panelists include Chris Li, CIO of Lockheed Martin; David Holmgren, CIO of Hartford HealthCare; Stuart Mason, CIO of the University of Minnesota, and Sam Gallo, CIO of the University System of Maryland Foundation. The panel was taped during Trusted Insight Alpha Conference on Jun. 14, 2017 in San Francisco.
10 Most Important Reads Of The Week - May 05, 2017
It has been an eventful week, and it's easy to fall behind. Here are the 10 most important reads of the week.
Adventist Health System's Mission-Driven Investment Approach | Exclusive Q&A With CIO Rob Roy
Rob Roy is vice president and chief investment officer for Adventist Health System (AHS), a faith-based hospital system that carries out the health care ministry of the Seventh-day Adventist Church headquartered in Altamonte Springs, Florida. Roy oversees the organization’s investment assets exceeding $5 billion. Under his leadership since 2013, the investment office has grown both in staff size and portfolio value. In this interview, he discusses recent development of Adventist’s investment portfolio and the health care system’s mission-driven investment approach.
Mount Sinai's Atypical Portfolio Structure | Exclusive Q&A With CIO Scott Pittman
Scott Pittman joined the Mount Sinai Health System as the Senior Vice President and Chief Investment Officer in December 2008. The investment office is charged with managing the institution’s $1.7 billion endowment and long-term capital. Unlike many institutional investment offices, Mount Sinai’s portfolio is not constructed by traditional asset classes such as private equity and hedge funds. In this interview, he discusses how he built Mount Sinai’s portfolio and the thinking behind it.<br /> <style type="text/css">p.p1 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px Helvetica; color: #454545} </style>
From One-Woman Team To A Global Portfolio | Exclusive Q&A With Kathy Vogelsang, CIO Of Van Andel Institute
Kathy Vogelsang is the chief investment officer at Van Andel Institute, a nonprofit medical research center based in Grand Rapids, Michigan. Vogelsang joined the institution in 2005 as its inaugural chief investment officer for the institute's $1.3 billion of endowment assets. Previously, Vogelsang was vice president and senior portfolio manager at Fifth Third Bank and an investment manager at JVA Enterprises, a single-family office founded by Amway Corp. co-founder Jay Van Andel and his family.
Hewlett Foundation CIO: This Is A Numbers Industry; You Are As Good As Your Numbers | Exclusive Q&A - Part I
Ana Marshall is vice president and chief investment officer for the William and Flora Hewlett Foundation. She is responsible for the asset allocation and strategic investment policy recommendation and implementation of the $9 billion endowment portfolio. Ms. Marshall was recently named on Trusted Insight’s 2017 Top 30 Women Chief Investment Officers. Her interview is split into two parts. In the first part, she shares her experience as a female institutional investor and why she believes men and women have equal chances to succeed in this industry despite a wide gender gap currently.