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ICMA Retirement Corporation

4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Mar 19, 2018 by Wayne Wicker · across every show →

Everything said about ICMA Retirement Corporation, oldest first

Mar 19, 2018
Disclosure
Billion-dollar allocator mandates structurally exclude hiring sub-billion AUM asset managers
“The downside to that is you probably cut off the bottom end of the types of managers that you can hire in terms of, you're not going to give a manager that has seven hundred million AUM a billion dollars. And we have a lot of billion dollar mandates.”
Wayne Wicker Mar 19, 2018 ▶ 51:03 Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
Mar 19, 2018 positive
Disclosure
ICMA shifted from '40 Act structures to collective investment trusts
“Recently we went from being a forty-act structure to one that is more into collective investment trusts, and I would say that that gives us a number of freedoms that we did not have When we were in a 40 act format”
Wayne Wicker Mar 19, 2018 ▶ 30:01 Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
Mar 19, 2018 positive
Insight
Morningstar style boxes communicate strategy best to retail retirement participants
“We decided that one of the best ways to do that was not to think about funds relative to their Lipper universes, but to think about them in terms of Morningstar style boxes, in terms of a way to convey that, because for retail investors and Morningstar spent s…”
Wayne Wicker Mar 19, 2018 ▶ 28:51 Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
Mar 19, 2018 bullish
Disclosure
ICMA will use stable value products to reduce portfolio duration risk
“But now that we are a CIT, we're going to reintegrate that as a substitute for bonds. And reduce the amount of duration risk in the portfolio.”
Wayne Wicker Mar 19, 2018 ▶ 36:51 Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
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