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.

Hirtle Callaghan Hosts Women In Investing Network Event

Hirtle Callaghan hosted a Women In Investing Network of Philadelphia (WIN) event on September 16th entitled A Conversation About Your Career Path.  Hirtle Callaghan is honored that the event raised over $500 for the local community organization, Cradles to Crayons.

Susan McEvoy, Director and Investment Officer at Hirtle Callaghan introduced the panel of experts which included Hirtle Callaghan's Keri Lorenson, Deputy COO and Managing Director of Finance.  Keri left the audience with the following advice: "Be inquisitive and a perpetual learner.  Knowledge is so powerful." 

WIN Panel 

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Hirtle Callaghan Profiled by Private Asset Management Magazine

Susan McEvoy, Director and Investment Officer, was interviewed for a profile about Hirtle Callaghan in the September 2015 issue of Private Asset Management magazine.  Susan provides an overview of the firm's history and relationship with affluent families.  More specifically, Susan discusses how the investment marketplace has become more complex since the firm was established over 27 years ago and how Hirtle Callaghan continues to meet client expectations in various market environments.

Read the full article Private Asset Management: Strategic Supervision

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August 2015 Pension Plan Funding Update

Liabilities have outpaced asset returns 4 of the last 5 years. 2015 seemed like it would be the year for asset returns to shine, but after a volatile August, assets and liabilities both sit at -1.9% for the year. The continued struggle to improve funded status remains an issue for many pension plan CFOs, Treasurers and Boards who are trying to manage and control their funded status volatility.  Once again, a pension plan with a de-risking glide-path would have been able to benefit from this volatility if they added long duration bond investments to their portfolio following the short lived asset outperformance. 

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

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Jonathan Hirtle, Hirtle Callaghan CEO Discusses Dislocation Opportunities on CNBC's Halftime Report

Hirtle Callaghan CEO, Jonathan Hirtle appeared on CNBC's Halftime Report with Scott Wapner on September 9, 2015.  Jon highlights dislocation opportunities in emerging markets and how Hirtle Callaghan's long-term investment outlook can take advantage of market volatility.

View Jonathan Hirtle on CNBC Halftime Report

 

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How Firms Are Responding to SRI Demand

Garrett Wilson, Hirtle Callaghan's ESG Specialist, contributed to an article by 929 Media on how firms are meeting demand for SRI solutions.  Garrett introduces Hirtle Callaghan's innovative ESG Growth strategy which was launched in July 2015.  The strategy combines a customized, passively-driven smart-beta approach and ESG integration.  

Read the full article here.

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