Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Building the Case for Internal Investment Management in Public Retirement Systems (PDF)
Funston Advisory Services LLC July 7, 2015 "[I]ncreasing in-house investment management becomes feasible once a system has: [1] a certain level of scale as measured by Assets Under Management (AUM); [2] a sufficient degree of budgetary control, i.e., the ability of the fund's fiduciary body to approve hiring additional staff and spending on infrastructure investments; [3] the willingness and ability to set staff compensation to market-competitive levels; and, [4] fiduciaries and staff with confidence in being able to improve net returns within an asset class through internal management." |
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