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.

Jonathan Hirtle, Hirtle Callaghan CEO, Appears on Fox Business News

Jonathan Hirtle, CEO of Hirtle Callaghan, joined Maria Bartiromo on Fox Business News on April 18, 2016.

Jon discusses the energy sector, emerging markets and how Hirtle Callaghan uses its valuation strategy to identify the best opportunities in the current market environment.

Jon Hirtle on Fox Business News

JH FBN 4 18


read more>>

Garrett Wilson Contributes to Foundation & Endowment Intelligence Article

Garrett Wilson, Hirtle Callaghan's ESG Specialist, contributed to a recent article in Foundation & Endowment Intelligence titled Investment Managers Line Up To Enter Faith-­Based Market.  

Garrett addresses the increased opportunity in the ESG space for Catholic institutional investors and describes how Hirtle Callaghan's solution aligns with the United States Conference of Catholic Bishops (USCCB) framework.

For more information about Hirtle Callaghan's ESG portfolio, please contact Garrett at


read more>>

2016 Philadelphia Business Journal Money Manager Rankings

The Philadelphia Business Journal has named Hirtle Callaghan one of the top 25 money managers in the Philadelphia region for 2016.  The Journal ranked Hirtle Callaghan as the eigth largest manager when evaluated by assets under management.  Hirtle Callaghan currently has $24 billion in assets under discretion.

View the entire list here.

read more>>

February 2016 Pension Plan Funding Update

Highlights for February 2016

  • Funded status dropped by 1.8% during February, after dropping 4.6% in January. Liabilities (12 yr duration) were up 1.7% in February and Assets (60 ACWI/40 AGG) were down -0.1%.
  • Long Credit spreads narrowed by 5 bps and yields rose by 11 bps.
  • Corporate credit and government bonds were both positive for the month around 80 bps.

Chart of the Month

  • Liabilities have outperformed assets for seven out of the last eight months. The cumulative outperformance by liabilities since May 31, 2015 has been over 10%. The funded status decline is even worse when you factor in that most plans have realized an increase in liabilities due to the adoption of the new mortality tables.

Pension Plan 2 2016

Read more complete report on February Pension Plan Funding

read more>>

Garrett Wilson, ESG Specialist, Speaks to Ohio University

Garrett Wilson, Hirtle Callaghan's ESG Specialist, delivered an educational presentation to Ohio University's endowment leaders and select students on Environmental, Social and Governance (ESG) Investing in February.  The presentation provided background on ESG Investing and how the principles of the strategy are applied to a portfolio.

Garrett gave examples of how companies are evaluated on specific standards.

Read the entire article by clicking on the Read More link below.

read more>>
First name:
Last name: