Podcast – Inside Taft-Hartley Allocations with Investment Performance Services (IPS)
Click on the link to watch our President, Jennifer Mink on the Dakota Live! Podcast. Watch Dakota Live! Podcast with Jennifer Mink
Jennifer takes us behind the curtain of IPS’s rigorous investment consulting practice, breaking down exactly how her team approaches manager research, due diligence, and the critical “finals” presentation.
If you are an asset manager looking to work with the Taft-Hartley community, this episode is essential listening. Jennifer explains why understanding the “people behind the pension” is just as important as the performance numbers.
Jennifer discusses:
• Taft-Hartley: Understanding the specific needs of Union plans and why Defined Benefit plans remain the “Gold Standard” in this space.
• The IPS Manager Research Process: How a manager goes from an initial email to an onsite visit, and finally, to the Investment Committee approved list.
• The “Finals” Pitch: Jennifer reveals what works (and what doesn’t) in that critical (and timed) presentation—including a cautionary tale about knowing your audience (the “Wegmans story”).
• Alternative Investments: The current appetite for Private Credit, the enduring role of Hedge Funds, and the specific ERISA fiduciary requirements managers must accept.
• Building Trust: Why “calling people back” is a competitive edge and how to build long-term relationships with trustees.