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 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 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 |