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The Public Fiduciary - December 2024 |
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Insights and Perspectives |
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The State of Public Pension Plans
Funding Statuses Improve, but Challenges Remain |
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By: Christopher Rowlins, Partner, Senior Consultant |
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In 2024, public pension plans continued to be a critical component of retirement security for millions of individuals. While these plans have made strides in closing the funding deficit over the last two fiscal years, public pension plans face persistent challenges, including strained financial budgets, demographic shifts and... Read More > |
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Five Key Components of Investment Manager Selection and Monitoring |
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By: Ryan Haskamp, CFA, Consultant |
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As a fiduciary, selecting and monitoring investment managers is an important part of the investment process and prudent management of a portfolio. This process requires a great deal of care and diligence to ensure the pool of assets is able to meet the goals and objectives of the organization it is meant to support. An investor can... Read More |
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Replay: Third Quarter Capital Markets Update Webcast |
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| Click Here to Watch the Replay |
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Team Member Spotlight: Austin Herzy |
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What is your greatest career accomplishment so far?
My greatest career accomplishment has been through the relationships I've built at Fiducient Advisors internally and with our clients. Being on the Consulting Analytics team allows me to interact with nearly every other team while also interacting daily with clients. This allows me to provide exceptional service while maintaining strong relationships throughout the firm. |
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Austin Herzy
Consulting Analyst |
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What do you enjoy the most about working at Fiducient?
There are so many things that come to mind, but one that stands out is our company culture. We have a wide range of industry experience, from people who are starting out fresh from college and 20+ year veterans of the industry. Even in my first days here, I felt valued and heard. It is great to know that we appreciate and learn from the unique perspectives that new hires bring to the firm.
What do you like to do when you’re not at work? Any interesting hobbies or volunteer organizations you work with?
One of my favorite pastimes is enjoying the beach, whether it's fishing, swimming or paddleboarding. Sadly, the beaches in Saint Petersburg, Florida, suffered severe damage from two major hurricanes this year. However, I've been able to give back to the community by volunteering with local organizations to clean up the beaches and remove debris. Contributing to the restoration of one of my favorite places has been incredibly rewarding, and I plan to continue helping out whenever I can.
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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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