Articles from Meketa Investment Group

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced that the firm has received a 2025 Pension Partners of the Year Award from the National Conference on Public Employee Retirement Systems (NCPERS).

Meketa Investment Group (“Meketa”), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include three new shareholders. Erika Olson, Jared Pratt, and Laura Morgan have joined the firm’s ownership group, bringing the employee ownership of the firm to more than 70 shareholders.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, is excited to announce a significant leadership appointment that underscores the firm’s commitment to innovation, excellence, and client success in the Public Markets space.

Meketa Investment Group (“Meketa”) and its subsidiary Meketa Capital LLC (“Meketa Capital”) are pleased to announce two new hires who will strengthen Meketa Capital’s efforts to develop private markets investment solutions for the wealth management marketplace while educating financial intermediaries and their clients on the role these investments can play in a diversified strategy.

Meketa Investment Group (“Meketa”), a global investment consulting and fiduciary management (OCIO) firm, is proud to announce the firm recently crossed $2 trillion in assets under advisement, serving over 250 clients. To support new client growth, the firm has added two consultants. Steve Voss joins as a Shareholder, Managing Principal, and Consultant of the firm. Prior to joining Meketa, Mr. Voss served as Senior Partner, Director of Investments, at Aon Investments, USA. Meketa has also promoted Jared Pratt to Consultant. Mr. Pratt joined Meketa in 2020, serving a wide variety of Meketa’s clients over the past four years. These strategic additions will bolster Meketa’s consulting practice while further enhancing the firm’s overall capabilities.

Meketa Investment Group ("Meketa”), a global investment consulting and fiduciary management (OCIO) firm, today announced its Public and Private Markets Emerging & Diverse Manager Research Day will take place on Wednesday, October 30, 2024. Meketa, highly experienced in working with such organizations, will host the event to further expand the firm’s professional relationships with emerging, minority-owned, women-owned and disabled-owned business enterprise (“MWDBE”) investment managers. This will be Meketa’s fifteenth semi-annual emerging and diverse manager research event hosted over the last eight years.

Meketa Investment Group (“Meketa”), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include two new shareholders. Principals Stephanie Sorg and Zack Driscoll have joined the firm’s ownership group, bringing the employee ownership of the firm to more than 70 shareholders.

Meketa Investment Group ("Meketa”), a global investment consulting and fiduciary management (OCIO”) firm, today announced its Public and Private Markets Emerging & Diverse Manager Research Day will take place on Wednesday, April 24, 2024. Meketa, highly experienced in working with such organizations, will host the event to further expand the firm’s professional relationships with emerging, minority-owned, women-owned and disabled-owned business enterprise (“MWDBE”) investment managers. This will be Meketa’s fourteenth semi-annual emerging and diverse manager research event hosted over the last eight years.

Meketa Investment Group (“Meketa”), a global investment consulting and fiduciary management (OCIO) firm, today announced the launch of Meketa Capital, LLC (“Meketa Capital”), a subsidiary of Meketa, focused on delivering private markets investment solutions to financial intermediaries and their clients, and the launch of the Meketa Infrastructure Fund (the “Fund”), an infrastructure interval fund for individual investors.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced that its inaugural Public and Private Markets Mission-Driven Investing Manager Research Day will take place on Wednesday, December 6, 2023. Meketa aims to provide the highest level of customized service to its clients and aims to thoroughly research the full universe of high-quality investment managers, including those who focus on generating both a social or environmental impact and a financial return through their investing activities. This will be Meketa’s first dedicated mission-driven investing research event and will utilize a hybrid format.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced that Tim Filla has been named to Chief Investment Officer magazine’s (CIO’s) 2023 Knowledge Brokers list.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced its Public and Private Markets Emerging & Diverse Manager Research Day will take place on Wednesday, October 25, 2023. Meketa, which is highly experienced in working with such organizations, will host the event to further expand the firm’s professional relationships with emerging, minority-owned, women-owned and disabled-owned business enterprise (“MWDBE”) investment managers. This will be Meketa’s thirteenth emerging and diverse manager research event over the last seven years and the second utilizing a hybrid format.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced the results of its annual questionnaire aimed at evaluating asset managers’ efforts for a deeper understanding of Diversity, Equity & Inclusion (“DEI”) within their organizations. The firm’s Diversity, Equity & Inclusion Questionnaire was distributed to public and private market managers in Meketa’s proprietary database.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include four new shareholders. Principals Alison Adams, William Duryea, Colin Hill, and Hayley Tran have joined the firm’s ownership group, bringing the total number of Meketa shareholders to 75.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced its Public and Private Markets Emerging & Diverse Manager Research Day will take place on Wednesday, April 26, 2023. Meketa, which is experienced in working with such organizations, will host the event to further expand the firm’s professional relationships with emerging, minority-owned, women-owned and disabled-owned business enterprise (“MWDBE”) investment managers. This will be Meketa’s twelfth emerging and diverse manager research event over the last seven years, and the first utilizing a hybrid format.

Meketa Investment Group (Meketa) today announced the firm is celebrating 45 years as an investment consulting firm.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced it has adopted the voluntary CFA Institute Diversity, Equity and Inclusion Code for Investment Professionals in the United States and Canada (“DEI Code”), effective August 1, 2022.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced its Public and Private Markets Emerging & Diverse Manager Research Day, which will take place on Wednesday, October 26, 2022. This will be Meketa’s eleventh emerging and diverse manager research event over the last six years.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced the results of its second annual questionnaire aimed at evaluating asset managers’ efforts for a deeper understanding of Diversity, Equity & Inclusion (“DEI”) within their organizations. The firm’s Diversity, Equity & Inclusion Questionnaire was distributed to public and private market managers in Meketa’s proprietary database in January 2022.

The Investment Consultants Sustainability Working Group - United States (“ICSWG-US”) announced today that the group’s steering committee has voted to support the ESG Data Convergence Project with the objective of improving data disclosure and reporting on standardized environmental, sustainability and governance (“ESG”) metrics for private companies. The ICSWG-US is a collaboration among 17 investment consulting firms, representing more than $33 trillion in assets under advisement. It was established in 2021 to engage with its collective stakeholders and empower asset owners and their ultimate beneficiaries to advance sustainable investment practices across the investment industry.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced the firm will host a Public Markets Research Strategic Update on Wednesday, March 30, 2022, at 2pm ET.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include eight new shareholders. Principals Jonathan Camp, Jed Constantino, Margret Duvall, Aysun Kilic, Michael Porrazzo, Luke Riela, Marina Simanovich, and Orray Taft have joined the firm’s ownership group bringing the total number of Meketa shareholders to 76.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced its virtual Public and Private Markets Emerging & Diverse Manager Research Day, which will take place on Wednesday, April 13, 2022. To date, Meketa has hosted nine emerging and diverse manager research events over the last six years.

Meketa Investment Group (Meketa), a global investment consulting and advisory firm, today announced the promotion of Hannah Webber to Director of Consulting Services, effective November 1. In this role, Ms. Webber manages the firm’s consultants across all offices, with responsibility for executing goals for the consulting department.

Meketa Investment Group (Meketa), a global investment consulting and advisory firm, today announced that Allan Emkin has been named to Chief Investment Officer magazine’s (CIO’s) 2021 Knowledge Brokers list.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, is pleased to announce that Aysun Kilic recently joined the firm as a Consultant. Based in Los Angeles, Ms. Kilic will be servicing discretionary and non-discretionary clients as a Portfolio Strategist and Consultant and will report to the Co-CEOs, Stephen McCourt and Peter Woolley.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced its ninth virtual Public and Private Markets Emerging & Diverse Manager Research Day, which will take place on Thursday, October 7, 2021. To date, Meketa has hosted eight emerging and diverse manager research events; this will be the fifth year in a row the firm has hosted such an event.

Fourteen institutional investment consulting firms in the US, with worldwide assets under advisement totaling more than USD 33 trillion (as reported by each member firm to ICSWG-US as of 4/30/2021), have established the Investment Consultants Sustainability Working Group – US (ICSWG-US). The aim of this cooperative is to promote and improve sustainable investment practices across the investment industry.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced the firm recently hosted its inaugural Day of Understanding.

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced the results of its first annual questionnaire aimed at reviewing and evaluating asset managers’ efforts to ensure diversity, equity and inclusion within their organizations. The firm’s Diversity, Equity & Inclusion Questionnaire was distributed to public and private market managers in Meketa’s internal database in January 2021.