MCG News

02-NCPERS

2012 Best Governance Practices »

Posted on 04/30/2012 in Education, Market Update, MCG Update

The National Conference on Public Employee Retirement Systems (NCPERS), the largest trade association for public sector pension funds, representing more than 550 funds and nearly $3 trillion in assets, recently unveiled a set of governance practices to assist fiduciaries in positioning pension funds for continuously improved performance, while addressing risks related to changing markets and the … Read More »

 
Julian Regan

Julian Regan to Speak at IFEBP »

Posted on 04/18/2012 in Education, Fiduciary Service, MCG Update

Julian Regan will be among fiduciary experts speaking at the International Foundation’s (IFEBP) Investment Institute on April 23-25 at the Greenbrier in White Sulphur Springs, West Virginia.

The Institute, one of the year’s premier educational events for Trustees and executives, will focus on three themes of critical importance to benefit fund fiduciaries:

The Changing Role of … Read More »

 
U.S. Currency

Office Charity »

Posted on 03/15/2012 in MCG Update

MCG is committed to helping worthwhile causes through our Blue Jean Charities program. Every Friday, MCG staff is allowed to wear jeans in the office, in exchange for a cash donation to a charity. A different charity is selected each month, directly from employee suggestions. Since 2005, MCG has donated thousands of dollars to a … Read More »

 
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MCG Leader with Custody Issues: Rosa Limas »

Posted on 02/22/2012 in Fiduciary Service, MCG Group Trust, MCG Update

Eileen and Rosa

Left: Rosa Limas and Eileen Dunbar, CFA

Pension Fund trustees can take the operations of their custodian for granted even though they often hold the vast majority of the Fund’s assets. The market disruptions of 2008 changed much of that as some securities … Read More »

 
2012 Client Conference

2012 MCG Client Conference »

Posted on 02/09/2012 in Education, MCG Update

The Marco Consulting Group would like to thank all of the 2012 Client Conference attendees and we look forward to seeing you in Florida at Disney’s Grand Floridian Resort and Spa in 2013.

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Josh Gotbaum speaking at 2012 conference

 
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MCG Group Trusts Approximately $1.6 Billion »

MCG’s Fiduciary Services Group continues to grow with four additional clients this year, and assets managed totalling $5.7 billion. The Fiduciary Services Group is managed by MCG veteran, Amy Forebaugh, and Assistant Director, Nnema Byrd. The Equity Group Trust was created for MCG Fiduciary Services clients two years ago, and is managed by Bonnie Goldsborough, … Read More »

 
Julian Regan

Fiduciary Expert Contributes to Trustee Handbook »

Posted on 10/05/2011 in Education, Fiduciary Service, MCG Update

MCG senior consultant Julian Regan was among fiduciary experts who contributed as authors to the recently completed: Trustee Handbook: A Guide to Labor-Management Employee Benefit Plans, 7th Edition, published by the International Foundation of Employee Benefit Plans (IFEBP).

The Trustee Handbook is described as “the must-have book … Read More »

 
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MCG Rated Top Investment Consultant to Union/Taft-Hartley »

Posted on 09/29/2011 in Education, MCG Update

Asset International’s PlanSponsor recently ranked The Marco Consulting Group in their “2011 Consultant Survey Top Five” as being number one among investment consultants to Union/Taft-Hartley plans by the number of clients we serve.

 
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New Assistant Director of Proxy Services: Maureen O’ Brien »

Posted on 09/15/2011 in MCG Update

Maureen O’Brien has joined The Marco Consulting Group as Assistant Director of Proxy Services.  Maureen will help lead corporate engagements on behalf of MCG’s clients as well as analyze proxy voting issues.

Maureen’s work in shareholder advocacy began in 2003 as a Research Analyst for the Investor Responsibility Research Center. Since then, she … Read More »

 
Jack Marco

Jack Marco Returns as MCG’s CEO, Assisted by New COO »

Posted on 08/30/2011 in MCG Update

The Marco Consulting Group (MCG) has announced that its co-founder and Chairman Jack Marco has successfully transitioned his consulting clients to other MCG consultants and has now resumed the position of Chief Executive Officer at the largest investment consultant to multiemployer benefit plans in the United States.

“As MCG grows with an expanded East Coast office, … Read More »