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The Public Fiduciary - May 2025 |
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Five Best Practices for Public Pension and OPEB Committees |
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By: Christopher Rowlins
Partner, Senior Consultant |
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Public pension and Other Post-Employment Benefit (“OPEB”) plans play a crucial role in providing retirement security for millions of individuals. To help ensure their effective management and governance, it is essential for committees entrusted with oversight responsibilities to adopt best practices. These practices contribute to maintaining transparency, accountability and the financial health of... Read More > |
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April Market Review – From Liberation to Limbo |
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April opened with a bang, marked by an assertive shift in U.S. trade policy. Even with a 90-day reciprocal tariff pause in place, the U.S. has implemented a 10% universal tariff, renegotiated trade agreements with Canada and Mexico, implemented auto tariffs, and engaged in a trade war with China, the world’s largest export economy. We could debate the merits or intent of these policies, but the reality is simple: they are here. And without meaningful resolution, monetary or fiscal offsets, their presence increases the... Read More > |
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Bradford Long, CFA
Managing Partner,
Chief Investment Officer
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What is your greatest career accomplishment so far?
My greatest career accomplishment is seeing the difference we make for our clients. Whether it is assisting a pension client in funding their hardworking employee's pension to help ensure a well-deserved retirement, or an endowment or foundation funding scholarships and community programs - it is a rewarding feeling to have helped make a difference. Being able to interact with clients and getting to see firsthand the benefit of our work is very rewarding. |
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Lucas Hannegan
Senior Consulting Analyst |
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What do you enjoy the most about working at Fiducient Advisors?
At Fiducient Advisors, I believe our greatest asset is our people. Interacting and collaborating with such amazing colleagues helps make it such a welcoming place to work. From industry veterans and mentors to people just starting out in their career like me, everyone is open to learning, teaching and supporting the growth of their colleagues and friends. This contributes to a warm and welcoming environment that makes Fiducient Advisors so special.
What do you like to do when you’re not at work? Any interesting hobbies or volunteer organizations you work with?
I am an amateur winemaker in my spare time and hopefully will be getting started on my fourth vintage this year as the weather gets nicer. I enjoy making a variety of wines to share with friends and family at special occasions, but it also helps practice patience and humility when things don’t go your way. I also volunteer my time with the University of Connecticut on one of their student engagement boards and help with events put on by the board and the school overall. |
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Visit our 30-year celebration webpage! |
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This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors and the information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
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