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Introduction to FEG

05/25/2021


Russell Investments Overview

We are a leading global investment solutions partner, dedicated to improving people’s financial security.
05/25/2021


Fiducient Advisors Research Team Overview

This report is intended for the exclusive use of clients or prospective clients of Fiducient
Advisors. The information contained herein is intended for the recipient, is confidential and
may not be disseminated or distributed to any other person without the prior approval of
Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has
been obtained from a variety of sources believed to be reliable though not independently
verified. Any forecasts represent future expectations and actual returns; volatilities and
correlations will differ from forecasts. This report does not represent a specific investment
recommendation. Please consult with your advisor, attorney and accountant, as appropriate,
regarding specific advice. Past performance does not indicate future performance and there
is a possibility of a loss.
05/25/2021


Callan, Advancing Your Investment Goals

Our mission is to help institutional investors be better fiduciaries. As one of the largest, independent
investment consulting firms, we’ve advised many of the most sophisticated institutions for close to five
decades. You can count on us to help you create better investment outcomes for your beneficiaries,
participants, scholars, and recipients.
05/25/2021


Callan Institute

Creating a more informed, transparent, and integrated investment community
05/25/2021


Asset Consulting Group

Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and
conflict-free investment expertise to a select group of clients.
05/25/2021


Overview of Ellwood

Overview of Ellwood
05/25/2021


Investing with a purpose

Russell Investments is a leader in helping institutional investors link
their investment strategy to their organizations’ goals and objectives.
Our experience and depth of resources in consulting, investment
management, research and implementation make possible a wide
range of innovative solutions.
05/25/2021


LCG Associates

Founded in 1973, LCG is a full‐service, national consulting firm. Our sole
focus is investment consulting. We are 100% employee‐owned. LCG’s
goal is to provide a select number of blue‐chip clients with highly‐
customized advice and serve as an “extension of staff.” We limit the
number of clients each Consultant can have to concentrate on client
service and research. LCG’s Research Team (42 people) devotes a
significant amount of time to research activities. For research purposes,
all Consultants are called Analysts and take an active role.
05/25/2021


RVK Firm Overview

RVK, Inc. (RVK) was founded in 1985 and is one of the largest independent and employee-owned
investment consulting firms in the world, as reported by Pensions & Investments Special Report –
Consultants. We provide strategic investment advice to institutional investors with pension plans,
defined contribution plans, endowments & foundations, insurance pools, and special purpose funds.
I n April 2021, RVK was the only firm to receive a Greenwich Quality Leader Award1 for a fourth
consecutive year.
05/25/2021


Rivel Research Group Perception Study

AIMSE 39th Annual Marketing & Sales Conference Presentations
2016-05-11


Cambridge Associates Overview

Featured Consultant Presentation Slides – 2012 Annual Marketing & Sales Conference
2012-01-01


Rogerscasey Overview

Presentation Slides – 2010 Canadian Conference
2010-01-01


Changing Contexts – Global Politics and Economics

Presentation Slides – 2007 Annual Marketing & Sales Conference
2007-01-01


AIMSE Advisor Winter 2010

Journal for Members of AIMSE
2010-01-01


AIMSE Advisor Winter 2011

Journal for Members of AIMSE
2011-01-01


Seagate Technology – Defined Contribution (2015)

Presentation Slides – 2015 Annual Marketing & Sales Conference
2015-01-01


AIMSE Advisor Summer 2008

Journal for Members of AIMSE
2008-01-01


AIMSE Advisor Spring 2010

Journal for Members of AIMSE
2010-01-01


SEI Global Institutional Group (2007)

Presentation Slides – 2007 Canadian Conference
2007-01-01


Overview of Mercer Manager Research (2009)

Presentation Slides – 2009 Annual Marketing & Sales Conference
2009-01-01


AIMSE Advisor Summer 2010

Journal for Members of AIMSE
2010-01-01


Mercer Delegated Solutions (2014)

Presentation Slides – 2014 Canadian Conference
2014-01-01


AIMSE Advisor Spring 2012

Journal for Members of AIMSE
2012-01-01


AIMSE/eVestment Webinar – Standing Out in a Crowded Market (2014)

AIMSE/eVestment Webinar – Standing Out in a Crowded Market Recording (2014)
2014-01-01


ATK 401(k) Plan Overview (2014)

ATK 401(k) Plan Overview (2014)
2014-01-01


Hewitt Ennisknupp – Improving DC Plan Investment Governance: A Call to Action (2013)

Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


Interacting with Influence

Presentation Slides – 2012 Canadian Conference
2012-01-01


Callan Associates – DC Survey Charts

Callan Associates Defined Contribution Trends Survey Charts (2015)
2015-01-01


Hewitt EnnisKnupp – Alternative Assets: The Next Frontier for Defined Contribution Plans

Research Presented by HEK’s Idea Development Forum (2013)
2013-01-01


Train Your Brain

The Big Learn: Smart Ways to Use Your Brain
2014-01-01


Greenwich Associates – Summary of Canadian Market Trends

Summary of Canadian Market Trends (2011)
2011-01-01


The Institutionalization of Hedge Funds: A Toolkit for Differentiation

Understanding the Evolution, Opportunities, and Necessary Criteria to Win Business
2006-01-01


Corporate Bonds: No Longer Worth the Rate Risk?

Fiduciary Research
2014-01-01


Northrop Grumman Savings Plans

Investment & Trust Administration
2015-01-01


AIMSE Annual Marketing & Sales Conference April 2007

30th Annual Conference
2007-01-01


2015 Consultant Profile – SEI

Consultant Profile Form
2015-01-01


An Introduction to UCITS – Dechert LLP

Presentation Slides – 2015 Fall Conference
2015-01-01


RVK Manager Research Approach

Featured Consultant Presentation Slides – 2015 Annual Marketing & Sales Conference
2015-01-01


Rocaton Investment Advisors

Organizational Chart
2015-01-01


AIMSE Fall Conference October 2007

Fall Conference
2007-01-01


Rocaton Investment Advisors

Consultant Profile Form
2016-01-01


Old Mutual Asset Management – Defined Contribution

Presentation Slides – 2014 AIMSE Fall Conference
2014-01-01


Oxford Financial Group, Ltd. Overview

Presentation Slides – 2014 Annual Marketing & Sales Conference
2014-01-01


Think Like a Spy: Aggressive Identity Theft & Fraud Countermeasurs

John Sileo, Privacy & Identity Expert
2012-01-01


Towers Watson – Shifting Pensions Framework

Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


NEPC

Consultant Profile Form
2015-01-01


Lowery Asset Consulting

Consultant Profile Form
2015-01-01


Gold Consulting Inc. – The Future of Asset Management

Presentation Slides – 2007 Fall Conference
2007-01-01


Aon Hewitt Global Organizational Chart

Aon Hewitt Breadth of Services
2015-01-01


RBC Pension Plan

Plan Sponsor Profile Form
2014-01-01


NAV CANADA Pension Plan Allocations and Strategy (2015)

Presentation Slides – 2015 Canadian Conference
2015-01-01


2015 Consultant Profile – Fund Evaluation Group

Consultant Profile Form
2015-01-01


2015 Consultant Profile – Asset Consulting Group, LLC

Consultant Profile Form
2015-01-01


Greenwich Associates – Canadian Institutional Market Trends Update (2016)

Presentation Slides – 2016 Canadian Conference
2016-01-01


Aon Hewitt: A Post Merger Update (2011)

Presentation Slides – 2011 Canadian Conference
2011-01-01


2015 Aon Global Org Chart

2015_Aon_Global_Org_Chart.pdf
2015-01-01


CaseyQuirk – Success During and After

Presentation Slides – 2009 Annual Marketing & Sales Conference
2009-01-01


Introduction to Sun Life Financial (2009)

Presentation Slides – 2009 Fall Conference
2009-01-01


Tim McAvoy Lothrop Award Remarks

2015 Lothrop Award Winner Acceptance Speech
2015-01-01


Segal Advisors

Consultant Profile Form
2010-01-01


2016 Consultant Profile – LCG Associates

Consultant Profile Form
2016-01-01


Aon Hewitt Fact Sheet (2014)

Aon Hewitt Fact Sheet (2014)
2014-01-01


2015 Consultant Profile – The Bogdahn Group

Consultant Profile Form
2015-01-01


2015 Plan Sponsor Profile – UPS Group Trust

Plan Sponsor Profile Form
2015-01-01


SEI – Defined Contribution (2014)

Presentation Slides – 2014 Fall Conference
2014-01-01


Strategic Insight – Seizing Opportunities in the Sub-Advisory Marketplace (2013)

Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


CaseyQuirk – Broadening Horizons: Global Opportunities Through a Canadian Lens (2012)

Presentation Slides – 2012 Canadian Conference
2012-01-01


Clipperman & Company – Selling in the New Compliance Environment (2010)

Presentation Slides – 2010 Annual Marketing & Sales Conference
2010-01-01


AIMSE/eVestment Webinar – Stay Ahead of the Curve: Trends in Institutional Investing (2015)

Presentation Slides – 2015 AIMSE/eVestment Webinar
2015-01-01


2015 Consultant Profile – Callan Associates

Consultant Profe
2015-01-01


Senior Business Leader Perspectives

Presentation Slides – 2009 Fall Conference
2009-01-01


United Technologies Corporation Overview (2010)

United Technologies Corporation Overview (2010)
2010-01-01


High Performance Teams: Elements of Effectiveness

Presentation Slides – 2007 Canadian Conference
2007-01-01


Aon Hewitt – Liquid Alternatives Team (2011)

Aon Hewitt – Liquid Alternatives Team (2011)
2011-01-01


2014 Plan Sponsor Profile – OPSEU Pension Trust

Plan Sponsor Profile Form
2014-01-01


Allstate Investments Overview (2014)

Presentation Slides – 2014 Annual Marketing & Sales Conference
2014-01-01


2016 Consultant Profile – Fund Evaluation Group

Consultant Profile Form
2016-01-01


United Technologies Corporation – Pension Investments Organization (2010)

Presentation Slides – 2010 Fall Conference
2010-01-01


2015 Consultant Profile – Gavion LLC

Consultant Profile Form
2015-01-01


Exposing the Myth of Life Balance

Presentation Slides – 2015 Canadian Conference
2015-01-01


JM Family Enterprises Overview (2014)

JM Family Enterprises Overview (2014)
2014-01-01


Sharon Haugh Biography

2002 Lothrop Award Winner
2002-01-01


Prudential – Shifting Pension Frameworks

Prudential – Shifting Pension Frameworks
2013-01-01


2014 Consultant Profile – Wilshire Associates

Consultant Profile Form
2014-01-01


2016 Consultant Profile – Clearbrook

Consultant Profile Form
2016-01-01


Banyan Partners At A Glance (2014)

Banyan Partners At A Glance (2014)
2014-01-01


Investment Manager Presentation Fitness

Presentation Slides – 2013 Fall Conference
2013-01-01


Global Distribution: Expanding Into the Non-US Marketplace

Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


Cambridge Associates – Manager Research Areas of Coverage (2014)

Cambridge Associates – Manager Research Areas of Coverage (2014)
2014-01-01


Mercer Global Investments Canada – Meet the Manager of Managers (2007)

Presentation Slides – 2007 Canadian Conference
2007-01-01


2016 Consultant Profile – Mercer

Consultant Profile Form
2016-01-01


Capitalizing on the Sub-Advisory Market

Presentation Slides – 2010 Annual Marketing & Sales Conference
2010-01-01


Identifying Your Firm’s Culture

Presentation Slides – 2007 Annual Marketing & Sales Conference
2007-01-01


Atlanta Consulting Group Overview (2016)

Atlanta Consulting Group Overview (2016)
2016-01-01


Callan Associates – Research & Consulting Overview (2010)

Presentation Slides – 2010 Annual Marketing & Sales Conference
2010-01-01


Who Is Wilshire and How Should You Work With Us? (2010)

Presentation Slides – 2010 Annual Marketing & Sales Conference
2010-01-01


Acadian Asset Management – The Impact of Constraints on Global Equity Performance (2007)

Acadian Asset Management – The Impact of Constraints on Global Equity Performance (2007)
2007-01-01


Global Distribution: Is Your Firm Ready for the Opportunities and Challenges?

Presentation Slides – 2009 Annual Marketing & Sales Conference
2009-01-01


Gold Consulting, Inc. – Consultant Relations: What are the Elements of Success? (2006)

Gold Consulting, Inc. – Consultant Relations: What are the Elements of Success? (2006)
2006-01-01


Aon Hewitt – Global Investment Consulting (2015)

Aon Hewitt – Global Investment Consulting (2015)
2015-01-01


Top Guns Panel – Proven Methods for Success from Leading Market Professionals

Presentation Slides – 2009 Annual Marketing & Sales Conference
2009-01-01


Strategic Investment Solutions, Inc. (2013)

Featured Consultant Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


2014 Consultant Profile – Callan Associates

Consultant Profile Form
2014-01-01


Hewitt EnnisKnupp (2014)

Featured Consultant Presentation Slides – 2014 Annual Marketing & Sales Conference
2014-01-01


Creating Your UCITS Distribution Strategy

Presentation Slides – 2015 Fall Conference
2015-01-01


Update on DC Market Place: Continued Call to Action

Presentation Slides – 2013 Fall Conference
2013-01-01


Watson Wyatt’s Approach to Manager Research (2009)

Watson Wyatt’s Approach to Manager Research (2009)
2009-01-01


AIMSE Bootcamp (2011)

AIMSE Bootcamp (2011)
2011-01-01


bfinance Overview (2010)

Presentation Slides – 2010 Canadian Conference
2010-01-01


Greenwich Associates – Industry Trends, Challenges & Opportunities (2013)

Greenwich Associates – Industry Trends, Challenges & Opportunities (2013)
2013-01-01


Allied World Assurance Company Holdings, AG – Corporate Snapshot (2014)

Allied World Assurance Company Holdings, AG – Corporate Snapshot (2014)
2014-01-01


2015 Consultant Profile – Rocaton Investment Advisors

Consultant Profile Form
2015-01-01


2010 Lothrop Award Presentation

2010 Lothrop Award Presentation
2010-01-01


Investment Tribes: Understanding the Sub-Cultures

Presentation Slides – 2011 Fall Conference
2011-01-01


2015 Consultant Profile – Slocum

Consultant Profile Form
2015-01-01


Behemoth vs. Boutique: Can Boutiques Survive

Presentation Slides – 2006 Annual Marketing & Sales Conference
2006-01-01


Aon Hewitt – Fixed Income Team (2011)

Aon Hewitt – Fixed Income Team (2011)
2011-01-01


Russell Investments Canada Limited (2007)

Russell Investments Canada Limited (2007)
2008-01-01


Jim Manley Biography

2000 Lothrop Award Winner
2000-01-01


AIMSE Boot Camp (2013)

AIMSE Boot Camp (2013)
2013-01-01


Cross-Border Distribution of Asset Management Services 2009: Excerpts from a Recent Survey Conducted by FS Associates

Presentation Slides – 2010 Annual Marketing & Sales Conference
2010-01-01


CA Savings Harvest Plan (CASH Plan) 2009

CA Savings Harvest Plan (CASH Plan) 2009
2009-01-01


2014 Consultant Profile – NEPC, LLC

Consultant Profile Form
2014-01-01


130/30 and Other Hybrids: How to Turbo Charge Strategies for Long-Only Managers

Presentation Slides – 2007 Annual Marketing & Sales Conference
2007-01-01


Dick Graf Biography

2005 Lothrop Award Winner
2005-01-01


Future for Investors

Presentation Slides – 2006 Annual Marketing & Sales Conference
2006-01-01


Aon Hewitt – Equity Team (2011)

Aon Hewitt – Equity Team (2011)
2011-01-01


Greenwich Associates – The Case For Going Global (2015)

Presentation Slides – 2015 Fall Conference
2015-01-01


Insurance Company Investor Segment with JP Morgan (2015)

Presentation Slides – 2015 Fall Conference
2015-01-01


EnnisKnupp Overview (2010)

Presentation Slides – 2010 Canadian Conference
2010-01-01


How to Effectively Market Hedge Funds: The Institutionalization of Hedge Funds and How to Win Business

Presentation Slides – 2006 Annual Marketing & Sales Conference
2006-01-01


2015 Consultant Profile – Mercer

Consultant Profile Form
2015-01-01


Cliffwater Overview (2013)

Featured Consultant Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


Hewitt Ennisknupp Overview (2011)

Featured Consultant Presentation Slides – 2011 Annual Marketing & Sales Conference
2011-01-01


Winning in Today’s Fast Changing Institutional Market

Presentation Slides – 2008 Canadian Conference
2008-01-01


eVestment – Staying Ahead of the Curve

Presentation Slides – 2015 Annual Marketing & Sales Conference
2015-01-01


Northern Trust Global Economic Research – If the Economy Could Recover in 1933, Why Not 2010?

Presentation Slides – 2009 Annual Marketing & Sales Conference
2009-01-01


Hanesbrands Overview (2014)

Presentation Slides – 2014 Annual Marketing & Sales Conference
2014-01-01


Portfolio Manager’s Presentation Fitness – Follow Up Letter

Presentation Slides – 2013 Fall Conference
2013-01-01


Standish Mellon Asset Management – Corporate Defined Benefit Pension Reform

Presentation Slides – 2007 Fall Conference Presentation
2007-01-01


Maple Leaf Foods Overview (2014)

Maple Leaf Foods Overview (2014)
2014-01-01


2016 Consultant Profile – NEPC, LLC

Consultant Profile Form
2016-01-01


NEPC Organizational Charts (2014)

NEPC Organizational Charts (2014)
2014-01-01


Marketing and Disclosures to Clients: The Elements of a Compliant Presentation

Presentation Slides – 2013 Canadian Conference
2013-01-01


Global Trends in Mercer’s Search Activity (2006)

Presentation Slides – 2006 Annual Marketing & Sales Conference
2006-01-01


Hearing on Capital Markets Regulatory Reform: Strengthening Investor Protection, Enhancing Oversight of Private Pools of Capital, and Creating a National Insurance Office (2009)

Hearing on Capital Markets Regulatory Reform: Strengthening Investor Protection, Enhancing Oversight of Private Pools of Capital, and Creating a National Insurance Office (2009)
2009-01-01


Tips, Techniques and Disciplines for AIMSE Sales & Marketing Pofessionals – Handout

Presentation Slides – 2010 Annual Marketing & Sales Conference
2010-01-01


It’s Time to Diversify DC Risk with Alternative Investments

Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


Economic Conditions (2011)

Presentation Slides – 2011 Fall Conference
2011-01-01


Casey Quirk – The State of the State (2010)

Presentation Slides – 2010 Annual Marketing & Sales Conference
2010-01-01


Alternative Investment Marketing: Know Your Strategies/Know Your Market

Presentation Slides – 2016 Canadian Conference
2016-01-01


2015 Consultant Profile – Callan Associates

Consultant Profile Form
2015-01-01


2015 Consultant Profile – Verus Investments

Consultant Profile Form
2015-01-01


Clearbrook – Consultant Consolidators in the Industry (2011)

Presentation Slides – 2011 Fall Conference
2011-01-01


120/20 Portfolios: Long-Only Managers’ Way of Reaching for Higher Alpha (2006)

120/20 Portfolios: Long-Only Managers’ Way of Reaching for Higher Alpha (2006)
2006-01-01


Greenwich Associates – Canadian Institutional Market Trends (2013)

Presentation Slides – 2013 Canadian Conference
2013-01-01


National Council for Social Security Fund – Inflation, If Not Now, When? (2013)

Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


NEPC – Inflation, Not If but When (2013)

Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


Strategic Insight – Sub-Advisory Market Overview (2012)

Presentation Slides – 2012 Annual Marketing & Sales Conference
2012-01-01


2015 Consultant Profile – The Bogdahn Group

Consultant Profile Form
2015-01-01


Fund Evaluation Group Overview (2014)

Fund Evaluation Group Overview (2014)
2014-01-01


AIMSE Voices of Experience

AIMSE Voices of Experience
1970-01-01


Global_Distribution_2011.ppt

Global_Distribution_2011.ppt
1970-01-01


Berkshire Capital – How To Strengthen Your Organization For Success (2009)

Presentation Slides – 2009 Annual Marketing & Sales Conference
2009-01-01


Defined Contribution: Positioning Your Firm for Success

Presentation Slides – 2013 Fall Conference
2013-01-01


AIMSE Boot Camp (2014)

AIMSE Boot Camp (2014)
2014-01-01


Beyond DB to DC: Trends in Institutional Mutual Fund Distribution and Business Development Opportunities

Presentation Slides – 2007 Annual Marketing & Sales Conference
2007-01-01


Global Distribution – AIMSE Advisor Newsletter Article

Global Distribution – AIMSE Advisor Newsletter Article
2009-01-01


Collaborating Across Silos

Presentation Slides – 2013 Canadian Conference
2013-01-01


2016 Consultant Profile – Callan Associates

Consultant Profile Form
2016-01-01


Dow Jones Industrials – Monthly 1905-2010

Dow Jones Industrials – Monthly 1905-2010
2010-01-01


Brockhouse Cooper Asset Management – Selling MoM (2007)

Presentation Slides – 2007 Canadian Conference
2007-01-01


Glide Paths and De-Risking

Presentation Slides – 2013 Annual Marketing & Sales Conference
2013-01-01


Enhance Your Communication Plans: Solutions by Target Market

Presentation Slides – 2006 Annual Marketing & Sales Conference
2006-01-01


Elements of a Winning Presentation

Presentation Slides – 2011 Canadian Conference
2011-01-01


Keel Point Overview (2014)

Keel Point Overview (2014)
2014-01-01


2014 Consultant Profile – Mercer

Consultant Profile Form
2014-01-01


Communicating with Callan (2014)

Communicating with Callan (2014)
2014-01-01


Productive Marketer Notes

Productive Marketer Notes
1970-01-01


2010 Consultant Profile – Evaluation Associates LLC

Consultant Profile Form
2010-01-01


Verus Investments Overview (2016)

Featured Consultant Presentation Slides – 2016 Annual Marketing & Sales Conference
2016-01-01


Callan Associates – Trends in Search Activity (2011)

Presentation Slides – 2011 Fall Conference
2011-01-01


Victor Zollo Biography

2004 Lothrop Award Winner
2004-01-01


Do’s and Don’ts

Presentation Slides – 2010 Canadian Conference
2010-01-01


Cambridge Associates Overview (2014)

Cambridge Associates Overview (2014)
2014-01-01


Casey Quirk – State of the Industry (2015)

Presentation Slides – 2015 Fall Conference
2015-01-01


Differentiating Yourself When Time is of the Essence

Presentation Slides – 2008 Canadian Conference
2008-01-01


Casey Quirk – Winning Growh Strategies for the Complete Firm (2007)

Presentation Slides – 2007 Canadian Conference
2007-01-01


Russell Investments – Defined Contribution (2014)

Presentation Slides – 2014 Fall Conference
2014-01-01


Manager Selection – Scott Stewart, CFA: Presenation Slides

2014 Annual Marketing & Sales Conference
2014-01-01


Purposeful Relationship Building

Presentation Slides – 2015 Annual Marketing & Sales Conference
2015-01-01


Rocaton/Pensions & Ivestments – 2014 Surevey of DC Industry Viewpoints

Presentation Slides – 2014 Fall Conference
2014-01-01


2014 Consultant Profile – Russell Investments

Consultant Profile Form
2014-01-01


Regulatory Reform: Key Issues for Investment Management Firms

Presentation Slides – 2010 Annual Marketing & Sales Conference
2010-01-01


Cambridge Associates Overview (2010)

Cambridge Associates Overview (2010)
2010-01-01


2015_Aon-Hewitt.pdf

2015_Aon-Hewitt.pdf
1970-01-01


Portfolio Manager’s Presentation Fitness – Follow Up Letter

Portfolio Manager’s Presentation Fitness
2014-01-01


AIMSE Annual Canadian Conference January 2008

15th Annual Canadian Conference
2008-01-01


Market Reality – Avoiding the Fate of the Dodo

Market Reality – Avoiding the Fate of the Dodo
2016-10-05


DiMeo Schneider Organizational Chart (2016)

Firm Organizational Chart
2016-10-05


L.E.A.D.S. Approach

L.E.A.D.S. Approach
2016-10-05


2016 Consultant Profile – Callan Associates, Inc.

Consultant Directory
2016-10-05


2016 Consultant Profile – Segal Rogerscasey

Consultant Profile Form
2016-10-05


2016 Consultant Profile – NEPC

Consultant Profile Form
2016-10-05


2016 Consultant Profile – Cambridge Associates

Consultant Profile Form
2016-10-05


What Investors and Consultants Want from Managers Today
2016-10-05


Sample Marketing Processes (2016)

Elevation Marketing Advisory
2016-10-05


Greenwich Associates – Canadian Institutional Investor Dynamics (2015)

Presentation Slides – 2015 Canadian Conference
2015-01-01


2017 Consultant Profile – Accompass

Consultant Profile Form
2017-01-18


The Billionaire Mindset: The Art & Science of Successful Business Relationships

Presentation Slides – 2017 Canadian Conference
2017-01-18


Greenwich Associates – Canadian Institutional Perspectives (2017)

Key Trends Shaping the Canadian Institutional Investor LandscapePresentation Slides – 2017 Canadian Conference
2017-01-18


2017 Consultant Profile – Segal Rogerscasey Canada

Consultant Profile Form
2017-01-18


2017 Consultant Profile – Proteus

Consultant Profile Form
2017-01-18


2017 Consultant Profile – Ellement Consulting Group

Consultant Profile Form
2017-01-18


2017 Consultant Profile – Mercer

Consultant Profile Form
2017-01-18


2017 Consultant Profile – Eckler Ltd.

Consultant Profile Form
2017-01-18


2017 Consultant Profile – Aon Hewitt

Canadian Investment Research Team
2017-01-18


2017 Consultant Profile – Aksia

Consultant Profile Form
2017-04-30


2017 Consultant Profile – Albourne America

Consultant Profile Form
2017-04-30


2017 Consultant Profile – AndCo Consulting

Consultant Profile Form
2017-04-30


2017 Consultant Profile – Highland Associates

Consultant Profile Form
2017-04-30


2017 Consultant Profile – Cliffwater

Consultant Profile Form
2017-04-30


2017 Consultant Profile – Verus

Consultant Profile Form
2017-04-30


AIMSE Boot Camp – Consultant Relations (2017)

AIMSE Advanced Boot Camp session presentation – investor track
2017-04-30


Mercer Featured Consultant Presentation

Featured Consultant Presentation Slides – 2015 Fall Conference
2015-01-01


Cambridge Associates Overview (2017)

Featured Consultant handout – 2017 Annual Conference
2017-04-30


DOL Fiduciary Rule & Impact on Wealth Management Industry (2017)

Presentation slides – 2017 Annual Conference
2017-04-30


Managing Long-Term Endowments in the Midst of Uncertainty

2017 Annual Conference presentation slides
2017-04-30


Cornerstone Overview (2017)

2017 Annual Conference presentation material
2017-04-30


American Airlines Overview (2017)

2017 Annual Conference presentation material
2017-04-30


AIMSE Boot Camp (2017) – AIMSE Annual Conference

Basic Boot Camp Presentation
2017-04-30


AIMSE Boot Camp – Endowments & Foundations (2017)

AIMSE Advanced Boot Camp session presentation – investor track
2017-04-30


Segal Marco Advisors (2017)

Segal Marco Advisors Overview
2017-08-25


Organizational chart detailing the AIMSE Board of Directors Committee Structure
2017-09-14


Committee Criteria and Duties
2017-09-14


A listing of adjacent / related industry groups
2017-09-14


An Introduction to AndCo Consulting (2017)

AndCo Consulting overview
2017-09-15


2017 Consultant Profile – Asset Consulting Group

Consultant Profile Form
2017-10-11


2017 Consultant Profile – Callan

Consultant Profile Form
2017-10-11


2017 Consultant Profile – Gavion

Consultant Profile Form
2017-10-11


2017 Consultant Profile – Mercer

Consultant Profile Form
2017-10-11


2017 Consultant Profile – Pavilion Advisory Group

Consultant Profile Form
2017-10-11


2017 Consultant Profile – Rocaton

Consultant Profile Form
2017-10-11


2017 Investor Profile – Cambridge Associates

Investor Profile Form
2017-10-11


2017 Investor Profile – Sanofi

Investor Profile Form
2017-10-11


Cambridge Associates Overview (2017)

Cambridge Associates overview
2017-10-11


2017 Consultant Profile – USI Advisors

Consultant Profile Form
2017-10-11


ICMA-RC Overview (2017)

Investor Profile
2017-10-11


Kirstein Overview (2017)

Consultant Profile
2017-10-11


2017 Consultant Profile – Asset Strategy Consultants

Consultant Profile Form
2017-10-11


2017 Consultant Profile – Marquette Associates

Consultant Profile Form
2017-10-11


Cambridge Associates – Canadian Office (2017)

Presentation given by:
Chris Shepler, CFA – Senior Director – Cambridge Associates
2017-10-20


2018 Consultant Profile – Conduent

Consultant Profile Form
2018-01-15


2018 Consultant Profile – Segal Rogerscasey Canada

Consultant Profile Form
2018-01-15


2018 Plan Sponsor Profile – Bimcor

Plan Sponsor Profile Form
2018-01-15


2018 Plan Sponsor Profile – CAAT

Plan Sponsor Profile Form
2018-01-15


2018 Plan Sponsor Profile – Emera

Plan Sponsor Profile Form
2018-01-15


2018 Plan Sponsor Profile – Royal Bank of Canada

Plan Sponsor Profile Form
2018-01-15


2018 Consultant Profile – Proteus

Consultant Overview
2018-01-15


2018 Consultant Profile – Morneau Shepell

Consultant Profile Form
2018-01-15


2018 Consultant Profile – Cambridge Associates

Consultant Profile Form
2018-01-15


2018 Consultant Profile – Willis Towers Watson

Consultant Overview
2018-01-15


2018 Plan Sponsor Profile – HEB Manitoba

Plan Sponsor Profile Form
2018-01-15


Canadian Institutional Market Trends (2018)

Winning in the Next 25 Years
Presentation Slides – 2018 Canadian Conference
2018-01-15


Meketa Investment Group Overview (2018)

Intro to Meketa Investment Group
2018-03-12


A list of criteria, duties and responsibilities of a board member
2018-04-17


2018 Consultant Profile – Aon Hewitt

Consultant Profile Form
2018-04-29


2018 Consultant Profile – Callan

Consultant Profile Form
2018-04-29


2018 Consultant Profile – DiMeo Schneider

Consultant Profile Form
2018-04-29


2018 Consultant Profile – Meketa

Consultant Profile Form
2018-04-29


2018 Consultant Profile – Mercer

Consultant Profile Form
2018-04-29


2018 Consultant Profile – Milliman

Consultant Profile Form
2018-04-29


Marquette Overview (2018)

Marquette Associates overview
2018-04-29


Meketa Public Markets Organizational Chart

Meketa Investment Group org chart
2018-04-29


2018 Plan Sponsor Profile – Vulcan Materials

Plan Sponsor Profile Form
2018-04-29


RVK OCIO Brochure

RVK OCIO Search and Evaluation
2018-04-29


RVK Overview (2018)

RVK firm overview
2018-04-29


Perella Weinberg Agility OCIO

Perella Weinberg Partners overview
2018-04-29


AIMSE Boot Camp – Consultant Relations (2018)

AIMSE boot camp slides – consultant relations
2018-04-29


A Global Perspective on Institutional Investor Behavior

presentation slides – 2018 Annual Conference
2018-04-29


AIMSE Annual Marketing & Sales Conference April 2018 Notes

41st Annual Conference session notes
2018-05-21


AIMSE Annual Marketing & Sales Conference April 2015 Notes

38th Annual Conference Session Notes
2015-01-01


AIMSE Annual Marketing & Sales Conference May 2016 Notes

39th Annual Conference Session Notes
2016-05-23


AIMSE Annual Marketing & Sales Conference May 2017 Notes

40th Annual Conference Session Notes
2017-05-22


AIMSE Fall Conference October 2015 Notes

Fall Conference Session Notes
2015-01-01


Cambridge Associates Manager Guide (2018)

An Introduction to working with Cambridge Associates
AIMSE Chicago Regional Event 9/13/18
2018-09-18


2018 Consultant Profile – Callan

Consultant Profile Form
2018-10-10


2018 Consultant Profile – Gavion

Consultant Profile Form
2018-10-10


2018 Consultant Profile – Pavilion Advisory Group

Consultant Profile Form
2018-10-10


2018 Consultant Profile – FEG

Consultant Profile Form
2018-10-10


The New Face of Hedge Funds: Where are Investors Deploying Capital?

Presentation Slides – 2009 Hedge Fund Conference
2009-01-01


Olympic Athlete Primed and Ready to Perform, Now

Tips, Techniques and Disciplines for AIMSE Sales & Marketing Pofessionals
2010-01-01


2018 Consultant Profile – Russell Investments

Consultant Profile Form
2018-10-10


AIMSE Fall Conference October 2018 Notes

Fall Conference Session Notes
2018-10-29


Master List of Regional Events dating back through 2008 (as of 10/23/18)
2018-10-23


DiMeo Schneider Consultant Presentation (2018)

Consultant Overview given at Chicago regional event 11/27/18
2018-11-28


How OPTrust Thinks About Investing

Investing from a Pension Perspective
Presentation Slides – 2019 Canadian Conference
2019-01-16


Canadian Institutional Market Trends (2019)

Charting a New Course: How to Compete and Win in a Maturing Industry
Presentation Slides – 2019 Canadian Conference
2019-01-16


2019 Consultant Profile – Willis Towers Watson

consultant profile form
2019-01-16


2019 Plan Sponsor Profile – Hydro One

plan sponsor profile form
2019-01-16


2019 Plan Sponsor Profile – CAA Club Group

plan sponsor profile form
2019-01-16


2019 Plan Sponsor Profile – Provident 10

plan sponsor profile form
2019-01-16


Mercer Overview (2019)

Consultant Overview given at Chicago regional event 3/11/2019
2019-03-11


2019 Consultant Profile – Aon

consultant profile form
2019-04-28


2019 Consultant Profile – Callan

consultant profile form
2019-04-28


2019 Consultant Profile – Cambridge Associates

consultant profile form
2019-04-28


2019 Consultant Profile – LCG

consultant profile form
2019-04-28


2019 Consultant Profile – Marquette Associates

consultant profile form
2019-04-28


2019 Consultant Profile – Rocaton Investment Advisors

consultant profile form
2019-04-28


2019 Consultant Profile – RVK

consultant profile form
2019-04-28


Callan Organizational Chart (2019)

Accompanies 2019 Callan consultant profile
2019-04-28


Callan Manager Research Contacts (2019)

Accompanies 2019 Callan consultant profile
2019-04-28


RVK Organizational Chart (2019)

Accompanies 2019 RVK consultant profile
2019-04-28


Institutional Investment Consultants and Wealth Management: The Path of Convergence

presentation file from the 2019 Annual Marketing & Sales Conference
2019-04-28


AIMSE Boot Camp 2019

This pre-conference session is targeted toward those marketers new to the business as well as more experienced marketers looking to shift their sales performance into high gear. The goal of this session is to provide guidance on a “soup to nuts” approach to marketing success for both traditional and alternative products. The AIMSE Boot Camp is an opportunity to learn and ultimately succeed as this program was created by investment sales professionals for investment sales professionals.
2019-04-28


AndCo Consulting Firm Overview (2019)

Presentation Slides – 2019 Fall Conference
2019-10-16


Gallagher Fiduciary Advisor: Consultant Profile (2019)

Presentation Slides – 2019 Fall Conference
2019-10-16


Aon – Investment Manager Research & Selection (2019)

Presentation Slides – 2019 Fall Conference
2019-10-16


Milliman Advisors LLC: Consultant Profile (2019)

Presentation Slides – 2019 Fall Conference
2019-10-16


Willis Towers Watson Firm Overview (2019)

Presentation Slides – 2019 Fall Conference
2019-10-16


Lothrop Application 2020

2020 Lothrop Nomination Form
2020-01-27


Unconscious Bias: Evidence & Strategies

Fiona Rawle, Ph.D.
Associate Dean, Undergraduate
Univeristy of Toronto Mississauga
2020-01-15


Institutional Trends Briefing: AIMSE Canada January 2020

John Molesphini
eVestment
2020-01-15


AIMSE / Mercer Webcast

We hope that you and your loved ones are staying healthy and safe during this challenging time. More than ever, AIMSE is committed to providing valuable industry knowledge and insight to our community. Leading up to the Annual Conference this fall, we are excited to announce the launch of a new webcast series that will provide members with:
ACCESS to consultants and plan sponsors
EDUCATION, aimed at improving your skills and professional toolkit
MENTORSHIP, as we share best practices from industry leaders
2020-05-13


AIMSE Advisor Summer 2009

Journal for Members of AIMSE
2009-01-01


AIMSE Fall Conference October 2014

Fall Conference Sponsor & Exhibitor Prospectus
2014-01-01


AIMSE Advisor Fall 2006

Journal for Members of AIMSE
2006-01-01


AIMSE Advisor Winter 2009

Journal for Members of AIMSE
2009-01-01


AIMSE Advisor Spring 2007

Journal for Members of AIMSE
2007-01-01


AIMSE Advisor Spring 2008

Journal for Members of AIMSE
2008-01-01


AIMSE Advisor Winter 2006

Journal for Members of AIMSE
2006-01-01


AIMSE Annual Canadian Conference January 2009

16th Annual Canadian Conference
2009-01-01


AIMSE Annual Canadian Conference January 2011

18th Annual Canadian Conference
2011-01-01


AIMSE Hedge Fund Conference November 2012

6th Hedge Fund Conference
2012-01-01


AIMSE Annual Marketing & Sales Conference April 2013

36th Annual Conference
2013-01-01


Fall Conference
2012-01-01


AIMSE Fall Conference September 2013

Fall Conference Sponsor & Exhibitor Prospectus
2013-01-01


AIMSE Annual Canadian Conference January 2015

22nd Annual Canadian Conference Sponsor & Exhibitor Prospectus
2015-01-01


AIMSE Annual Canadian Conference January 2015

22nd Annual Canadian Conference
2015-01-01


AIMSE Annual Marketing & Sales Conference April 2015

38th Annual Conference
2015-01-01


2011Curriculum.pdf

2011Curriculum.pdf
1970-01-01


AIMSE_Fall15_Prelim_Program2.pdf

AIMSE_Fall15_Prelim_Program2.pdf
1970-01-01


AIMSE Annual Canadian Conference January 2010

17th Annual Canadian Conference
2010-01-01


AIMSE Fall Conference October 2014

Fall Conference
2014-01-01


Canada_2016_PrelimProgram.pdf

Canada_2016_PrelimProgram.pdf
1970-01-01


Global Distribution Channels – Covering the World

Presentation Slides | 2009 Hedge Fund Conference
2009-01-01


2015_ritz-carlton.pdf

2015_ritz-carlton.pdf
1970-01-01


AIMSE Fall Conference October 2015

Fall Conference Sponsor & Exhibitor Prospectus
2015-01-01


AIMSE Fall Conference October 2015

Fall Conference
2015-01-01


AIMSE Annual Canadian Conference January 2013

20th Annual Canadian Conference
2013-01-01


2014_preliminary_program.pdf

2014_preliminary_program.pdf
1970-01-01


AIMSE Annual Marketing & Sales Conference May 2016

39th Annual Conference
2016-01-01


AIMSE Annual Marketing & Sales Conference April 2014

37th Annual Conference
2014-01-01


AIMSE Annual Marketing & Sales Conference April 2014

37th Annual Conference
2014-01-01


Fall_Conference_Draft_Prelim_Program.pdf

Fall_Conference_Draft_Prelim_Program.pdf
1970-01-01


AIMSE Annual Marketing & Sales Conference April 2010

33rd Annual Conference
2010-01-01


AIMSE Annual Marketing & Sales Conference April 2012

35th Annual Conference
2012-01-01


AIMSE Annual Canadian Conference January 2016

23rd Annual Canadian Conference
2016-01-01


AIMSE Fall Conference September 2010

Fall Conference
2010-01-01


AIMSE Annual Canadian Conference January 2014

21st Annual Canadian Conference Sponsor & Exhibitor Prospectus
2014-01-01


AIMSE Annual Marketing & Sales Conference April 2015

38th Annual Conference Sponsor & Exhibitor Prospectus
2015-01-01


AIMSE_Spr15_PrelimProgram5.pdf

AIMSE_Spr15_PrelimProgram5.pdf
1970-01-01


AIMSE_Spr16_PrelimProgram.pdf

AIMSE_Spr16_PrelimProgram.pdf
1970-01-01


WhartonProgramBrochure10-28-10.pdf

WhartonProgramBrochure10-28-10.pdf
1970-01-01


AIMSE Fall Conference October 2011

Fall Conference
2011-01-01


WhartonProgramBrochure10-28-10.pdf

Wharton08.pdf
1970-01-01


AIMSE Annual Canadian Conference January 2016

23rd Annual Canadian Conference Sponsor & Exhibitor Prospectus
2016-01-01


AIMSE Annual Marketing & Sales Conference May 2011

34th Annual Conference
2011-01-01


CFA_Inst_Claritas_Certificate.pdf

CFA_Inst_Claritas_Certificate.pdf
1970-01-01


AIMSE Fall Conference September 2013

Fall Conference
2013-01-01


AIMSE/P&I Hedge Fund Conference February 2010

4th Hedge Fund Conference
2010-01-01


AIMSE/CFA Chicago Educational Event

ESG For Alpha Program Overview
2015-01-01


AIMSE Annual Canadian Conference January 2014

21st Annual Canadian Conference
2014-01-01


Canada_2015_PrelimProgram.pdf

Canada_2015_PrelimProgram.pdf
1970-01-01


Canada_2015_draft_agenda.pdf

Canada_2015_draft_agenda.pdf
1970-01-01


AIMSE Annual Marketing & Sales Conference May 2016

39th Annual Conference Sponsor & Exhibitor Prospectus
2016-01-01


AIMSE/P&I Hedge Fund Conference October 2011

5th Hedge Fund Conference
2011-01-01


AIMSE 2016 Fall Conference Exhibitor & Sponsor Prospectus

2016 Fall Conference Exhibitor and Sponsor Prospectus
2016-07-19


AIMSE Fall Conference October 2016

Preliminary Program
2016-08-22


AIMSE 2016 Fall Conference Program

Conference Program
2016-10-05


AIMSE Annual Canadian Conference – Exhibitor & Sponsorship Prospectus – January 2017

Conference Exhibit & Sponsorship Opportunities
2016-11-07


AIMSE Annual Canadian Conference January 2017

Final Conference Program
2017-01-10


Conference Program


AIMSE Annual Marketing & Sales Conference April 2017 – Prospectus

Exhibitor & Sponsorship Prospectus
2017-02-16


test – del me

test new uplaoder
2017-05-04


AIMSE Fall Conference October 2017 – Exhibitor & Sponsor Prospectus

Exhibit & Sponsorship Opportunities
2017-08-04


AIMSE Annual Canadian Conference – Exhibitor & Sponsorship Prospectus – January 2018

Conference Exhibit and Sponsorship Opportunities
2017-10-30


AIMSE Annual Canadian Conference January 2018

Final Conference Program
2018-01-08


AIMSE Annual Marketing & Sales Conference April 2018 – Prospectus

Exhibitor & Sponsorship Prospectus
2018-02-27


AIMSE Fall Conference October 2018 – Exhibitor & Sponsor Prospectus

Exhibit and Sponsorship Opportunities Available at the 2018 Fall Conference
2018-08-08


AIMSE Annual Canadian Conference – Exhibitor & Sponsorship Prospectus – January 2019

Conference Exhibit & Sponsorship Opportunities
2018-11-08


AIMSE Annual Canadian Conference – Preliminary Program – January 2019

Preliminary Conference Program and Agenda
2018-11-09


AIMSE Annual Canadian Conference January 2019

Final Conference Program
2019-01-08


AIMSE Annual Marketing & Sales Conference April 2019 – Prospectus

Exhibitor & Sponsorship Prospectus
2019-02-14


2019 AIMSE Annual Conference Session Notes

April 28-30, 2019
2019-04-29


AIMSE Mentorship Program

Mentorship Questionnaire
2017-05-09


AIMSE Corporate Sponsor Program

Corporate Sponsorship Opportunities
2015-01-01


AIMSE Membership Brochure

Membership Brochure
2019-10-17


AIMSE Membership Application Form

Membership Application Form
2020-03-03


AIMSE 2020 Annual Conference Prospectus

43rd Annual Marketing & Sales ConferencenMay 3 – 5, 2020nBoca Raton Resort & ClubnBoca Raton, FL
2020-03-06


Wharton08.pdf

Download the replay for AIMSE’s Webcast Wednesday feat. Chris Rae: The New Marketing Paradigm. Initial premiere August 19th, 2020. Webcast also available at the following link: https://register.gotowebinar.com/recording/3033139573716906498
2020-08-20


The New Marketing Paradigm

Download the replay for AIMSE’s Webcast Wednesday feat. Chris Rae: The New Marketing Paradigm. Initial premiere August 19th, 2020. Webcast also available at the following link: https://register.gotowebinar.com/recording/3033139573716906498
2020-08-20