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Investors Demand Transparency and Accountability When Moving Portfolios

机译:投资者在转移投资组合时要求透明度和问责制

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On January 20, senior executives met for a discussion about the transition management industry at Institutional Investor's offices in New York. Participating were Alan Mason, head of transition strategy, Barclays Global Investors; George Madrigal, principal and head of U.S. transition management, Barclays Global Investors; Lance Vegna, director, head of portfolio transition services, Credit Suisse First Boston; Russell O'Brien, director, head of portfolio transition services, Credit Suisse First Boston; Mark Keleher, president, Mellon Transition Management Services; James Cashman, director, Mellon Transition Management Services; Robert Werner, managing director, Implementation Services, Russell Investment Group; Troy Rucker, director, portfolio transitions, Russell Investment Group; Ross McLellan, managing director, Pension Strategies Group, State Street Global Markets; Geraldine Jimenez, investment officer, CalPERS; Christopher Ailman, chief investment officer, CalSTRS; and John Girard, trustee, Boca Raton Police and Firefighters Retirement System. Bradley Meacham of Institutional Investor served as moderator.
机译:1月20日,高管人员在纽约的机构投资者办公室开会,讨论了过渡管理行业。巴克莱全球投资者(Barclays Global Investors)过渡战略负责人艾伦•梅森(Alan Mason)参加了会议。巴克莱全球投资者(Barclays Global Investors)美国过渡管理负责人兼负责人George Madrigal;瑞士信贷第一波士顿公司董事,投资组合过渡服务主管Lance Vegna;瑞士信贷第一波士顿投资组合过渡服务主管,总监罗素·奥布莱恩(Russell O'Brien); Mellon过渡管理服务部总裁Mark Keleher;梅隆(Mellon)过渡管理服务总监James Cashman;罗素投资集团执行服务董事总经理罗伯特·沃纳(Robert Werner);罗素投资集团投资组合过渡总监Troy Rucker; State Street Global Markets养老金策略集团董事总经理Ross McLellan; CalPERS投资官Geraldine Jimenez; CalSTRS首席投资官Christopher Ailman;博卡拉顿警察和消防员退休系统的受托人约翰·吉拉德(John Girard)。机构投资者的Bradley Meacham担任主持人。

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    《Institutional investor》 |2005年第3期|p.G1-G2G4-G7|共6页
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