To request a meeting with IMR, please include:
- The name of your firm
- Who will be attending and their role at your firm
- The dates and times you would like to meet
- Products/Topics you would like to discuss (exact name of the strategy & benchmark)
- Please also attach an electronic copy of any relevant presentation materials
For traditional asset classes, we currently use NASDAQ eVestment, Confluence, and Morningstar for basic firm and product data. We request that your firm and products are up to date within the NASDAQ eVestment, Confluence, 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 RESEARCHGlobal Fixed Income - Includes traditional core, core plus, all regions, all spread sectors, and inflation linked bonds | Ed Zablan | Manager Research Consultant |
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 Sturdivan, CFA | Director of Traditional Markets | |
Britt Vriesman | Manager Research Consultant | |
Evan Walker | Manager Research Consultant | |
Target Retirement Date - Includes Target Retirement Date and all other DC-focused products | ||
Joe Ledgerwood, CFA | Director of Investment Manager Research |