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.

GLOBAL EQUITY


US Equity
- Includes all styles, large and all cap
- Includes all styles, micro to mid cap
Matt SturdivanDirector of Traditional and Long/Short Equity
Alexander SpencerSenior Manager Research Analyst
Claire WeaverManager Research Analyst

International Equity - Includes all styles, all caps, developed, emerging, and frontier

Joe Ledgerwood, CFACo-Director of Investment Manager Research
Britt VriesmanSenior Manager Research Analyst
Claire WeaverManager Research Analyst

Global Equity - Includes all styles, all caps

Matt SturdivanDirector of Traditional and Long/Short Equity

Global REIT - Includes all styles, all caps, global listed infrastructure

Britt VriesmanSenior Manager Research Analyst

GLOBAL FIXED INCOME


Includes traditional core, core plus, all regions, all spread sectors, and inflation linked bonds

Amy Hsiang, CFA, CAIADirector: Traditional and Alternative Credit
Sonia RuizSenior Manager Research Analyst
Alex Williams, CFASenior Manager Research Analyst
Aaron BirmanManager Research Analyst

DEFINED CONTRIBUTION


Includes Target Retirement Date and all other DC-focused products

Aaron BirmanManager Research Analyst
Claire WeaverManager Research Analyst