2010 4th Quarter

IFS Completes its Primary Responsibilities as Independent Fiduciary to the Ford Motor Subaccount of the United Auto Workers Retiree Medical Benefits Trust

Submitted by IFS on Mon, 02/07/2011 - 21:45
in

During the 4th quarter of 2010, IFS completed its primary responsibilities as independent fiduciary to the Ford Motor Subaccount of the United Auto Workers Retiree Medical Benefits Trust, after realizing over $9 billion in cash for the Trust.  IFS achieved that by disposing of 100% of the securities Ford had previously contributed to the Trust, as a way to help fund medical benefits for some 200,000 Ford retirees.     The securities consisted of: ·

Welcome Eric Elbell, CFA to IFS Consulting Staff

Submitted by IFS on Wed, 11/17/2010 - 21:59
in

Eric is joining IFS in November, 2010 with 18 years experience in institutional investment, including quantitative and qualitative research and analysis, investment consulting, risk analysis and corporate governance. He has spent the last ten years performing fundamental equity research for Fenimore Asset Management, an independent asset management firm and registered investment adviser.

The World Bank Publishes IFS Authored Chapter in New Book - "Governance and Investment of Public Pension Assets/Practitioner's Perspectives"

Submitted by IFS on Tue, 12/28/2010 - 22:26
in

The World Bank has just published Governance and Investment of Public Pension Assets/ Practitioner’s Perspectives, including chapters “from more than 30 pension fund practitioners, policy makers, regulators and experts from around the world.”   The volume is designed as “an accessible guidebook for senior policy makers seeking practical ways to tackle the issues they face in governance and investment of public pension assets.”   IFS President Samuel (Skip) Halpern authored a chapter entitled “Key Ingredients in Developi

Syndicate content