The content contained herein is purely for informational purposes and is neither an offer to sell nor a solicitation of an offer to purchase any securities. Such an offer will only be made to pre-qualified investors by means of a confidential private placement memorandum and related subscription documents.

July 2015 Pension Plan Funding Update

Liabilities and asset returns have been mirror images of each other over the last two years.  This parallel relationship has been an issue for many pension plan CFOs, Treasurers and Boards who are trying to manage and control their funded status volatility.  But, this isn’t just an issue, this volatility is also an opportunity for plans to improve their funded status through full-time glide-path monitoring and de-risking and re-risking when appropriate. 

Read more on the current status of pension plan funding here.

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Corporate Pension Funds Relying More On OCIOs For Speedy LDI Implementation

Hirtle Callaghan's CEO, Jon Hirtle, recently contributed to Institutional Investor's Money Management Intelligence's article Corporate Pension Funds Relying More On OCIOs For Speedy LDI Implementation.  The article discusses why U.S. corporate pension funds are increasingly turning to OCIOs to help execute faster and timelier management of liability-driven investment (LDI) strategies.

Read the full article here

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Hirtle Callaghan CEO Jonathan Hirtle on Bloomberg

Hirtle Callaghan CEO, Jonathan Hirtle, discusses how long-term, valuation-based investing allows you to take advantage of current dislocation on Bloomberg on July 7, 2015.

View the clips here:

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Estate Planning: Have You Considered a GRAT?

Interest rates play a critical role in most tax efficient wealth transfer strategies.  In today’s low interest environment, one of the most effective and efficient strategies is the Grantor Retained Annuity Trust (GRAT).

A GRAT is a trust in which a grantor makes an irrevocable contribution of assets to the trust.  Based on the trust terms (minimum is 2 years), the grantor receives annual annuity payments over a fixed number of years and at the end of the GRAT term, any remaining assets pass to the beneficiaries of the GRAT.


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