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 to Present at the IPI Annual Spring Forum

Jonathan Hirtle, Hirtle Callaghan CEO, has been selected by the Institute of Private Investors (IPI) to deliver a presentation at their Annual Spring Forum on May 17th in New York City.  


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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


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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


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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.

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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

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