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.

John Griffith, Hirtle Callaghan's Endowment Specialist, Speaks at 2016 NACUBO Endowment and Debt Management Forum

John Griffith, Hirtle Callaghan's Endowment Specialist, participated in a panel at 2016 NACUBO (National Association of College and University Business Officers) Endowment and Debt Management Forum.  The NACUBO event focused on current investment trends, regulatory and legislative actions and global trends, and directions for endowments.

Following the conference, Hirtle Callaghan hosted a dinner where Patrick Torrey, Director at Hirtle Callaghan, welcomed over 35 University and College CFOs, CIOs and Trustees.


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Brad Conger, Director of Investment Strategy, Contributes to Bloomberg Article on China Capital Loosening

Brad Conger, Director in Hirtle Callaghan's Investment Strategy Group, contributed to Bloomberg's February 4, 2016 article: U.S. Money Managers See China Capital Loosening as Positive Step.  

Brad states in the article, "The loosening (of China Capital) isn’t likely to cause a flood of capital into China - many Chinese stocks are expensive.  The messaging is more important.  The Chinese stock market officials are saying, ‘We’re being more welcoming.'"


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Jonathan Hirtle, Hirtle Callaghan CEO, Appears on Wall Street Week

Jonathan Hirtle, CEO of Hirtle Callaghan, was a recent guest on Wall Street Week and his episode aired nationally on January 17, 2016.  

Wall Street Week is a revival of the iconic program originally hosted by Louis Rukeyser and  is focused on educating and empowering long-term investors.

Full episode of Wall Street Week

Clip of Jon Hirtle's Wall Street Week Appearance

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December 2015 Pension Plan Funding Update

December was a negative month for Pension plans as liabilities (BofA Mature 12 year duration index) outperformed assets (60% ACWI/40% Barcap Agg) by 1.2%. The 1.2% difference was the third smallest monthly move this year.

Return seeking assets were down -1.2% continuing the slide that started in November. Assets trailed liabilities by 1.2% for the year. There were six volatile monthly moves in funded status during the first ten months of the year. The last two months for funded status volatility was subtle relative to the rest of the year.

Read more about the current state of Pension Plan Funding.

December 2015 Chart

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