- Home
- News and Events
- Segal Rogerscasey in the News
Segal Rogerscasey in the News
Segal Rogerscasey consultants are frequently asked to share their expertise with the media. The following is a list of selected media stories in which our firm was cited.
April 2013
April 26, 2013, Money Management Intelligence, “Consultant Spotlight: Inside the Last-Chance Meeting.” In his article, Segal Rogerscasey CIO Tim Barron discusses the best approaches for consultants in approaching the last-chance meeting.
April 2, 2013, FundFire, “How OCIOs Vet Managers.” Segal Rogerscasey CIO Tim Barron’s article answers a reader’s question on the characteristics that delegated investment service providers (OCIOs) use to evaluate managers.
March 2013
March 25, 2013, Reuters, Yahoo! Finance, Manufacturing Close-Up, Professional Services Close-Up, Benzinga, Business Wire, “Segal Rogerscasey Releases 2013 Investment Outlook.” CIO Tim Barron quoted on Segal Rogerscasey’s 2013 Investment Outlook.
March 21, 2013, Money Management Executive, “Outsourced CIOs Gaining Ground Among DB Plans.” CIO Tim Barron quoted on reasons plan sponsors are turning to outsourced investment solutions.
March 4, 2013, Money Management Letter, Segal Rogerscasey senior vice president Chris Thompson quoted on investing in emerging markets.
February 2013
February 18, 2013, Pensions & Investments, “More Float Income Lawsuits Predicted; Fidelity’s Troubles Could Be Just the Beginning for Record Keepers.” Segal Rogerscasey senior vice president, Robert Liberto, New York, quoted on ways float income is negotiated for clients.
February 15, 2013, Money Management Letter, “Ask The Advisor.” Segal Rogerscasey senior vice president, Chris Thompson answers questions on how to advise clients investing in emerging markets.
January 2013
January 3, 2013, Public Funds Focus, Money Management Letter, Investment Management Mandate Pipeline, BusinessWire, PlanSponsor, PlanAdviser, P&I Daily, Money Management Executive, iStock Analyst, “Segal Rogerscasey Adds Two Consultants.” Segal Rogerscasey President & CEO John DeMairo’s announcement of Keith Reynolds’s hiring in Atlanta and Richard Pietrzaks’ joining Segal Rogerscasey’s Cleveland office.
December 2012
December 26, 2012, aiCIO and InsiderMonkey.com, “Segal Rogerscasey: Hedge Fund Predictions in 2013.” Tim Barron, Chief Investment Officer, Segal Rogerscasey, is interviewed in a new video forecasting the outlook for hedge funds in the coming year.
November 2012
November 27, 2012, FundFire, “Segal Rogerscasey: Dos and Don’ts for Managers.” Tim Barron, Chief Investment Officer, Segal Rogerscasey, discusses ways for managers seeking institutional money to win the approval of consultants.
October 2012
October 30, 2012, GateKeeper IQ, “Finra Regs Gumming Up the Gears for Alt Approval.” Segal Rogerscasey senior consultant Gus Ellison discusses new regulation for “complex products” such as hedge funds.
October 24, 2012, Financial Post, BusinessWire, PlanSponsor.com, Yahoo! Finance, Investment Executive, Pensions & Investments, PlanAdviser, Money News, Rock Hill Herald Online, Benefits & Pensions Monitor, “Expansion of Resources for Segal Rogerscasey Canada.” Segal Rogerscasey President & CEO John DeMairo’s announcement of the expansion of resources for Segal Rogerscasey Canada.
October 2012, PlanSponsor, “2012 PlanSponsor Consultant Survey.” Segal Rogerscasey listed in “2012 Consultant Survey Top 5”, under “By Number of Defined Benefit Plans.”
September 2012
September 28, 2012, Investment News, Professional Services Close-Up, WSJ.com, BusinessWire, FundFire, Money Management Executive, Rock Hill Herald Online, Yahoo! Finance, Pension & Investments, “Pappalardo Joins Segal Rogerscasey Advisors Solutions Group.” SegalRogerscasey President & CEO John DeMairo’s announcement of David Pappalardo’s hire as senior vice president and head of the Advisors Solutions group.
September 27, 2012, India Investment News, “CAIA Foundation:100 Women in Hedge Funds and CAIA Award the 2012 CAIA Designation Scholarships.” Announcement of associate director Nimisha Patel’s honor of being one of the 10 recipients of the second annual 100WHF/CAIA Scholarship.
September 17, 2012, Pensions & Investments, “Public Funds Leading Growth of MLPs.” Alan Kosan, senior vice president and head of Alpha Investment Research for Segal Rogerscasey, quoted on the growth of master limited partnerships (MLPs).
September 2012, PlanSponsor, “Passive/Aggressive.” Roger Williams, senior vice president, quoted on using passive management in target-date funds.
August 2012
August 16, 2012, Pensions & Investments, “Segal Rogerscasey: Despite poor decade, equities still vital to investor portfolios.” Segal Rogerscasey’s August issue of Investment Focus excerpted.
August 14, 2012, FundFire, “Investors ‘Kick Tires’ of Infrastructure, Commit Little.” Alan Kosan, senior vice president and head of Alpha Investment Research for Segal Rogerscasey, quoted on infrastructure assets.
August 9, 2012, Pensions & Investments Online, “Institutional Investors Approve of Treasury’s New Floating-Rate Notes.” Arman Gevorgyan, vice president, Segal Rogerscasey, quoted on possible new floating-rate note program.
July 2012
July 27, 2012, FundAction, “Segal Rogerscasey Updates Website.” Notice of update of Segal Rogerscasey’s website, incorporating legacy information from Segal Advisors and Rogerscasey.
July 20, 2012, Money Management Letter, “LACERS Puts Big Bucks in Play for Developed, EM Equities (Update).” Segal Rogerscasey senior vice president Chris Thompson quoted on the role of global developed equities.
June 2012
June 26, 2012, CNNMoney, “Bee-School: Why is Everyone Suddenly So Interested in the Hive Mind?” Vice president and senior consultant Michael O’Malley’s Harvard Business Review blog posting is quoted regarding risk management.
June 25, 2012, Financial News, “Why Bees Are Better Risk Managers Than Banks.” Vice president and senior consultant Michael O’Malley’s Harvard Business Review article is quoted regarding risk management.
June 18, 2012, ai-CIO.com, “Global Tactical Asset Allocation Strategies Gain Steam, Segal Rogerscasey says.” June 2012 Investment Insight, “Global Tactical Asset Allocation: Overview of an Investment Strategy Growing in Popularity,” excerpted.
June 17, 2012, The Atlanta Journal-Constitution and Money Management Executive, “Newsmakers.” Announcement of Jeffrey Boucek’s joining the Segal Rogerscasey Atlanta office as senior vice president.
June 15, 2012, FundFire, “How Do Managers Stay Ahead of Volatility?” In his article, Tim Barron, Chief Investment Officer, Segal Rogerscasey, discusses volatility in asset classes.
May 2012
May 23, 2012, FundFire, “Four of Five Consultants Skip Non-GIPS Mgrs.” Segal Rogerscasey senior vice president Chris Thompson quoted on the issue of complying with Global Investment Performance Standards.
May 23, 2012, Marketplace.org, “Renting Vs. Owning” Segal Rogerscasey chart on mortgage vs. rent payment highlighted.
May 18, 2012, Portland Business Journal, “Tygh Seeks to Regain Form After Tough Ride.” Senior consultant Jason Bailin quoted from his aiCIO article, “What’s the Best Way to Evaluate an Investment Manager?”
May 14, 2012, Pension & Investments, “Money Managers Note Heightened Interest in Low-Volatility Strategies.” Tim Barron, Chief Investment Officer of Segal Rogerscasey, quoted on flood of new searches for low volatility investment managers.
May 14, 2012, Pension & Investments, “Institutional Investors Using Boutique Consultants for Advice on Outsourcing.” Segal Rogerscasey cited in article on investment consultants in the business of outsourcing investment management.
May 11, 2012, Money Management Letter, Politics & Government Week, Citybizlist Atlanta, PlanAdviser.com, BusinessWire, Pension & Investments Online, “Segal Rogerscasey Hires in Atlanta Office.” Announcement of Jeffrey Boucek’s hiring as Senior Vice President in Atlanta.
May 4, 2012, BenefitsLink.com, “First Quarter 2012 Pension Plan Funded Status Experience.” Sibson’s First Quarter Prism excerpted and linked.
April 2012
April 30, 2012, Pensions & Investments, “Apple’s Volatility Causing Jitters for Pension Fund Execs.” Tim Barron, Chief Investment Officer for Segal Rogerscasey, quoted on ways to manage portfolio risk exposures.
April 30, 2012, Pensions & Investments, “Liquidity Drop Has Bond Managers Thinking Long.” Segal Rogerscasey vice president Moustapha Abounadi, quoted on liquidity in fixed-income markets.
April 17, 2012, ai-CIO.com, “Household Millionaires: A New Area of Growth for Segal Rogerscasey.” Segal Rogerscasey President and CEO John DeMairo, New York, and Tim Barron, Chief Investment Officer, quoted on the opportunities arising from Segal Advisors’ acquisition of Rogerscasey.
April 9, 2012, FundFire, “Are Style Boxes Falling Out of Favor?” Tim Barron, Chief Investment Officer for Segal Rogerscasey, answers a reader’s question about style boxes and the reasons for their longevity.
April 9, 2012, aiCIO, “What’s the Best Way to Evaluate an Investment Manager?” A January 2012 Rogerscasey white paper written by Dave O’Donovan, Jason Bailin, and Nick Catanese, is referenced in this article about investment manager turnover.
April 2, 2012, Pensions & Investments, “Traditional Active Managers Feel Heat to Lower Fees.” Chris Thompson, Segal Rogerscasey senior vice president, quoted on fee-cutting by bond managers.
April 1, 2012, Plan Sponsor, “An Expanding Universe.” Alan Kosan, Segal Rogerscasey senior vice president and head of Alpha Investment Research, quoted on the move to alternative pension investments .
April 2012, Emerging Manager Monthly, “Segal Rogerscasey Offers Insight Into Combined Research Process.” Tim Barron, Chief Investment Officer of Segal Rogerscasey , is interviewed on the acquisition.
March 2012
March 14, 2012, Top1000Funds.com, “Long Term View Sheds Light on Equities Rebound.” Glenn Ezard, Segal Rogerscasey senior consultant, Los Angeles, quoted on ways to manage investment allocations.
March 2, 2012, Money Management Letter, “Ask the Advisor: What is the Average Assumed Rate of Return Pension Funds Should Adopt?” In his article, Segal Rogerscasey Chief Investment Officer Tim Barron answers a reader’s question on pension fund assumed rates.
February 2012
February 20, 2012, Investment News and Pensions & Investments, “Institutional Investors Move Into Local-Currency Debt.” Segal Rogerscasey vice president Moustapha Abounadi, Darien, quoted on debt.
February 9, 2012, Benefits & Pensions Monitor Online, “Segal Acquires Rogerscasey.” Acquisition noted.
February 9, 2012, Fundfire, “More Consolidation Expected Among Consultants.” Acquisition of Rogerscasey by Segal Advisors noted.
February 6, 2012, Pensions & Investments, Wireless News Close-Up, Money Management Letter, Datamonitor’s Financial Deals Tracker, PlanAdviser.com, Business Wire, Bradenton Herald, Infovest 21, Crain Communications, TendersInfo, Benzinga, “Segal-Rogerscasey deal official.” Segal Rogerscasey President and CEO John DeMairo, New York, and Tim Barron, Chief Investment Officer, quoted on acquisition.
February 3, 2012, Pensions & Investments, “Segal Advisors Acquires Rogerscasey.” Acquisition of Rogerscasey by Segal Advisors noted.
January 2012
January 20, 2012, Money Management Letter, “Corporate Funds Target Structured Products for Liability Matching.” Segal Rogerscasey senior vice president and head of global portfolio solutions Soonyong Park, Darien, quoted on corporate funds.
January 20, 2012, Money Management Letter, “Ask the Advisor: How Should Asset Managers Be Positioning Themselves to Offer Services to Corporate Plan Sponsors that are Battling Funding Shortfalls?” Segal Rogerscasey senior vice president and head of beta research John Ross, Darien, answers a reader’s question.
January 2012, PlanSponsor, “2011 Consultant Survey Top Five.” Segal Advisors listed.
December 2011
December 2011, Pensions & Investments, “Largest Investment Management Consultants.” Segal Advisors listed.
November 2011
November 30, 2011, SHRM.org, “Risk-Management Q&A’s for HR Professionals Who Oversee Pension Plans.” In their article, senior vice president and national retirement practice leader Stewart Lawrence, New York, and Segal Advisors consultant Tirthraj Singh, New York, discuss ways to mitigate risk of defined benefit plans.
November 28, 2011, Pensions & Investments, “2011 Investment Consultants.” Segal Advisors is listedin this directory. Segal Advisors is also ranked among the top firms for “Consultants Ranked by Worldwide Institutional Advisory Assets,” by “Total Advisory Assets.” and by “U.S. Institutional, Tax-Exempt Advisory Assets.”
November 2011, Workspan, “The Dynamic Asset Allocation Strategy.” In their article, senior vice president and national retirement practice leader Stewart Lawrence, New York, and Segal Advisors consultant Tirthraj Singh, New York, discuss ways to mitigate risk of defined benefit plans.
October 2011
October 2, 2011, The Arizona Republic, “Stocks Plunge for 5th Month.” Segal Advisors September 2011 Research Note, “Whither Bond Yields? “excerpted and linked.
September 2011
September 2011, GFOA Treasury Management Newsletter, “Wither Bond Yields?” In his article, reprinted from the September 2011 Research Note, Glenn Ezard, Segal Advisors senior consultant, Los Angeles, discusses bond yields.
Spring/Summer 2011
July 21, 2011, PlanAdviser.com, “Segal Offers Suggestions on Inflation Protection.” July 21, 2011 issue of Segal Advisory, “A Portfolio Approach to Inflation Protection, ”is excerpted and linked.
July 14, 2011, PlanSponsor.com, “Pension Funding Ticks Down in Q2.” Sibson and Segal Advisors’ Second Quarter 2011 Prism is excerpted and linked.
May 2, 2011, Pensions & Investments, “Institutions Thinking Active But Acting Passive.” Glenn Ezard, Segal Advisors senior consultant, Los Angeles, quoted on ways to manage investment allocations.
May 2011, Financial Executive, “De-Risking Through Dynamic Asset Allocation.” In their article, senior vice president and Segal’s national retirement practice leader Stewart Lawrence, New York, and Segal Advisors consultant Tirthraj Singh, New York, discuss ways to mitigate risk of defined benefit plans.
Second Quarter 2011, The SPARK Journal, “Participant Fee Disclosure – A Consultant’s Perspective.” In this cover article, Segal Advisors senior vice president, Robert Liberto, New York, discusses fee disclosure.
Spring 2011
May 2, 2011, Pensions & Investments, “Institutions Thinking Active But Acting Passive.” Glenn Ezard, Segal Advisors senior consultant, Los Angeles, quoted on ways to manage investment allocations.
May 2011, Financial Executive, “De-Risking Through Dynamic Asset Allocation.” In their article, senior vice president and Segal’s national retirement practice leader Stewart Lawrence, New York, and Segal Advisors consultant Tirthraj Singh, New York, discuss ways to mitigate risk of defined benefit plans.
Second Quarter 2011, The SPARK Journal, “Participant Fee Disclosure – A Consultant’s Perspective.” In this cover article, Segal Advisors senior vice president, Robert Liberto, New York, discusses fee disclosure.
Winter/Spring 2011
March 2011, Euromoney Institutional Investors LLC, "Premixed Accounts: Target Date Fund vs. Managed Account." Segal Advisors consultant Jeffrey Snyder quoted on defined contribution plans.
February 3-9, 2011, Business Insurance, Investment Management Weekly, Canada.com, Plansponsor.com, The Albany 10, Yahoo! Finance, BusinessWire, Insurance News, Earthtimes.org, PR-Inside.com, Finanznachricten.de, "Comings & Goings." Promotion of Daniel F. Westerheide as Segal Advisors' new asset/liability practice leader.
January 19, 2011, SHRM.org, "Common Investment Committee Mistakes and Solutions." In their article, Sibson senior vice president Robert McAree and Segal Advisors consultant Jeffrey Snyder discuss retirement committees.
Fall 2010
December 15, 2010, Plansponsor.com NewsDash, “‘Excessive’ Forces.” Sibson vice president John Kent Graham, Princeton, and Segal Advisors consultant Jeffrey Snyder, New York quoted on current issues related to defined contribution plan regulations.
November 23, 2010, Institutional Investor, “Delaying Pension Investment Decisions Can Be Costly.” Vice president and director of research, Gino Reina, New York, quoted on defined benefit plans.
November 9, 2010, BNA, “Disclosure Rules Could Lead to Changes In How Sponsors Pay for Plan Expenses.” New York senior vice president Robert McAree and Segal Advisors consultant Jeffrey Snyder, New York, quoted on new retirement plan regulation.
November 3, 2010, Treasury and Risk, "401(k) Transparency; Preparing for New Fee Disclosure Rules." Segal Advisors senior vice president, Robert Liberto, New York, and Sibson's vice president John K. Graham, Princeton, quoted on retirement plans.
October 19, 2010, BenefitsLink.com, "Segal Advisors in Top 3: 2010 Plan Sponsor Consultant Survey." Link to survey in which Segal Advisors ranked third in "Number of DB Plan Clients" and "Number of 457 Plan Clients."
October 2010, Institutional Investor, "The Funds 401(k) Investors Love Most." Vice president and director of research, Gino Reina, New York, quoted on retirement funds.
Summer 2010
September 16, 2010, The New York Times, "A Hesitancy to Restore Those 401(k) Matches." Segal Advisors senior vice president, Robert Liberto, New York, quoted on matching contributions.
September 2010, PlanSponsor.com, "2010 Consultant Survey Top Tens." Segal Advisors ranked third in "Number of DB Plan Clients" and "Number of 457 Plan Clients."
July 28, 2010, CCH Pension, "Funded Ratio of a Model Portfolio Declines from 88% to 76% in Second Quarter." Segal Advisors' Second Quarter 2010 Prism excerpted.
July 15, 2010, BenefitsLink.com, "Changes in the Assets and Liabilities of a Model Defined Benefit Plan." Segal Advisors' Second Quarter 2010 Prism excerpted.
Spring 2010
June 2010, Institutional Investor, "Measuring the Impact of 401(k) Fee Disclosures." Segal Advisors senior vice president, Robert Liberto, New York, quoted on fee disclosure.
May 3, 2010, Investment Management Weekly, "Segal Adds Senior Staffer." Segal announcement of Michael Paolucci's hire as senior consultant, Chicago.
April 27, 2010, PlanSponsor's NewsDash, Yahoo Finance, AlphaTrade Finance, EarthTimes, Emii.com, "Buyer's Market." Segal announcement of Michael Paolucci's hire as senior consultant, Chicago.
April 14, 2010, Private Equity Insider, "Limited-Partner Consultants Specializing in Private Equity Funds." Segal Advisors listed.
April 5, 2010, Business Wire, NewsBlaze,Boston.com, Benzinga, Yahoo Finance, "Segal Advisors, Inc., Expands Presence in Texas." Segal's announcement of vice president Brett Hazen's relocation to Houston from Cleveland.
