JJ van Herksen, HR manager U.S. network, The Netherlands

From  Mark Goodrich A week ago

JJ van Herksen, HR manager U.S. network of the Kingdom of the Netherlands, talks about the challenges its faces in maintaining and creating a retirement program for U.S. embassy employees.

2018 Eddy Awards: Rosalind Torrence and Michelle Ryan, Los Alamos National Laboratory

From  Mark Goodrich 3 Weeks ago

Rosalind Torrence and Michelle Ryan of Los Alamos National Laboratory talk about the challenges in introducing a defined contribution plan to a population of "rocket scientists."

2018 Eddy Awards: Donna Aho, McLaren Health Care Corp.

From  Mark Goodrich 3 Weeks ago

Donna Aho, director of corporate retirement services at McLaren Health Care, tells P&I about her company's award-winning program that used low-tech, cost-effective events to educate participants about its 403(b) plan.

2018 Eddy Awards: Annette Grabow, Sonepar USA

From  Mark Goodrich 3 Weeks ago

Annette Grabow, retirement program managers at Sonepar USA, discusses her company's efforts to move defined contribution education into the digital age to better reach a population that is not based in offices and contain costs.

DC East 2018: Incorporating ESG into DC plans

From  Mark Goodrich A month ago

Brian Buckley of ClearBridge Investments and Lee Ballin of Bloomberg LP discuss incorporating ESG factors into defined contribution plans.

DC East 2018: Walter Kelleher, Florida State Board of Administration

From  Mark Goodrich A month ago

Walter Kelleher, director of educational services at Florida State Board of Administration, discusses incorporating annuities into defined contribution plans.

DC East 2018: Kevin Hanney, United Technologies

From  Mark Goodrich A month ago

Kevin Hanney, senior director, pension investments at United Technologies talks about setting up a lifetime income strategy within a defined contribution plan.

GFIC - Tim Policinski, Fort Washington Investment Advisors, Inc.

From  Mark Goodrich A month ago

1. What is a risk budget, and what are the flaws of traditional risk/return measures? 2. How does the “mix” of risk change late in the credit cycle? How do we reset expectations for return late in the credit cycle?3. How do we reset expectations for return late in the credit cycle?

P&I CONFERENCE (SPONSORED)

GFIC - Joe Graham, Lord, Abbett & Co. LLC

From  Mark Goodrich A month ago

1. What’s going on with rates lately and how are fixed income investors positioned? 2. What can investors do to diversify risks? 3. What gives rise to the short duration anomaly? 4. How can investors best use that extra return?

P&I CONFERENCE (SPONSORED)

GFIC - Brad Godfrey, Eaton Vance Management

From  Mark Goodrich A month ago

1. Why are investors increasingly looking towards EMD? 2. What key risks need to be considered when investing in EMD? 3. What should an investor look for in an EMD manager?

GFIC: Paresh Upadhyaya, Amundi Pioneer Asset Management

From  Mark Goodrich A month ago

1. Given the strong economic fundamentals, easier fiscal policy and the prospects of even tighter monetary policy in the US, what is your outlook for the USD for 2018? 2. What is the outlook for monetary policy in the G-3? Will it affect global financial markets? 3. The prospects for a trade war?…

PENSIONS & INVESTMENTS

Animation: P&I 1,000 by the numbers

From  Mark Goodrich 2 Months ago

Each year P&I collects data on the largest 1,000 U.S. retirement plans. With data animation, viewers can easily compare size, scope and changes in allocations.

MASS - Insight Investment, Steve Waddington, Portfolio Manager, Multi-Asset Strategy Group

From  Mark Goodrich 3 Months ago

1. In a world like we have today, what can multi-asset strategies deliver that traditional or hedge fund approaches can’t deliver? 2. Tell us about how you think about diversification and asset allocation in a multi-asset investing context and how institutional investors ought to be thinking…

MASS - Schroders, Adam Farstrup, Head of Multi-Asset Product, Americas

From  Mark Goodrich 3 Months ago

1) What has been driving the client interest in Multi-Asset mandates? 2) How might Multi-Asset strategies provide a smoother path when so many other approaches have fallen short during past crisis? 3) Can Multi-Asset strategies provide access to truly alternative return sources?

LDI - Seth Finkelstein, Solutions Manager, Schroders

From  Mark Goodrich 4 Months ago

1. What is holding sponsors back from increasing their allocation to liability matching assets? 2. Are there ways to increase the liability hedge without disrupting the overall asset allocation? 3. Should underfunded plans focus on LDI? 4. Do the objectives of an LDI…

LDI - Kevin McLaughlin, Head of Liability Risk Management – North America, Insight Investment

From  Mark Goodrich 4 Months ago

1. How are CIOs and plan sponsors thinking about the next phase of their pension de-risking journey plans? 2. Many firms associate LDI with long duration fixed income; I understand that Insight has a different view; can you explain this?3. Where do you see the greatest opportunity for…