Contacts

Traditional Research Team

´╗┐Investment managers should consider Investment Manager Research (IMR) as their primary point of contact and can contact our research department by sending an email to the appropriate asset class email listed below. Please note it is company policy to forward meeting inquiries made to RVK employees outside of IMR to the appropriate research professional.

To request a meeting with IMR, please include:

  1. The name of your firm
  2. Who will be attending and their role at your firm
  3. The dates and times you would like to meet
  4. Products/Topics you would like to discuss (exact name of the strategy & benchmark)
  5. Please also attach an electronic copy of any relevant presentation materials

For traditional asset classes, we currently use eVestment ( www.evestment.com ), InvestmentMetrics EQuest ( www.imequest.com), and Morningstar ( www.morningstar.com ) for basic firm and product data. We request that your firm and products are up to date within the eVestment , InvestmentMetrics EQuest, and Morningstar databases before scheduling a meeting.

Please send press releases, firm updates and product commentaries to:

Direct individual research questions and meeting requests to the email addresses below.


TRADITIONAL RESEARCH


Global Fixed Income
- Includes traditional core, core plus, all regions, all spread sectors, and inflation linked bonds
Amy Hsiang, CFA, CAIADirector of Traditional and Alternative Credit
Sonia RuizManager Research Consultant
Aaron BirmanSenior Manager Research Analyst
Elijah McGowenManager Research Analyst

Public Long-only Equity
- Includes all global equity
- Includes all non-US equity, including emerging
- Includes all US large and all cap
- Includes all US micro to mid cap
- Includes all public REIT
Matt SturdivanDirector of Traditional and Long/Short Equity
Britt VriesmanSenior Manager Research Analyst
Carson HollyoakManager Research Analyst

Target Retirement Date
- Includes Target Retirement Date and all other DC-focused products
Joe Ledgerwood, CFADirector of Investment Manager Research
Aaron BirmanSenior Manager Research Analyst