Investment Philosophy
Investment Philosophy Investment Philosophy Learn about MissionSquare's investment philosophy including diversification, asset allocation, long-term perspective as well as multi-management. We believe that in addition to traditional investment approaches, such as diversification, asset allocation, and a long-term perspective, a multi-manager approach and investment style serve investors who ... . MissionSquare Retirement's Retirement Health Savings Plans make available MissionSquare Funds , many of which use a multi-management approach. To learn more about investment options available
https://www.missionsq.org/products-and-services/investment-philosophy.html
Employer Investment Program (EIP)
Employer Investment Program Employer Investment Program (EIP) Our Employer Investment Program (EIP) is a turnkey solution to help public sector employers pre-fund the cost of Other Post-Employment ... want solutions to pre-fund the cost of Other Post-Employment Benefits (OPEB). MissionSquare Retirement's Employer Investment Program (EIP) is designed to help meet those retiree health care ... assets in a dedicated trust will offset an employer’s OPEB liability. Diversified investment lineup — We make available a wide range of mutual funds from different fund families and you can make
https://www.missionsq.org/products-and-services/employer-investment-program.html
MissionSquare Retirement Announces Retirement of Chief Investment Officer Wayne Wicker Following Distinguished Financial Services Career
NEWS 20240402-WayneWickerRetirement MissionSquare Retirement Announces Retirement of Chief Investment Officer Wayne Wicker Following Distinguished Financial Services Career MissionSquare Retirement today announces the retirement of Wayne Wicker, the company’s highly respected Chief Investment Officer (CIO). Karen Chong-Wulff, CFA®, CAIA®, Head of Fixed Income, will succeed Wicker as Acting CIO ... the retirement of Wayne Wicker, the company’s highly respected Chief Investment Officer (CIO). Karen Chong-Wulff , CFA ® , CAIA ® , Head of Fixed Income for MissionSquare Retirement, will succeed Wicker
Doug Coté Appointed to Chief Investment Officer for MissionSquare Retirement
NEWS 20250114-DougCotéAppointedToChiefInvestmentOfficer Doug Coté Appointed to Chief Investment Officer for MissionSquare Retirement Market and investment strategist Doug Coté, CFA, has been selected to serve as Chief Investment Officer for MissionSquare Investments and MissionSquare Retirement, organizations committed to helping employees and their families achieve financial wellness and retirement security WASHINGTON, D.C. — Market and investment strategist Doug Coté, CFA, has been selected to serve as Chief Investment Officer for MissionSquare Investments and MissionSquare Retirement
MissionSquare Retirement’s Karen Chong-Wulff Elected to Stable Value Investment Association Board of Directors
NEWS 20231121-KarenChongWulffElectedtoStableValueInvestmentAssociationBoardofDirectors MissionSquare Retirement’s Karen Chong-Wulff Elected to Stable Value Investment Association Board of Directors Karen Chong-Wulff, Managing Vice President and Head of Fixed Income of the Investment Department of MissionSquare Retirement, has been elected to the Board of Directors of the Stable Value Investment Association (SVIA). MissionSquare Retirement is pleased to announce the election of Karen Chong-Wulff , Managing Vice President and Head of Fixed Income of the Investment Department, to the Board
IRA Investment Funds
IRA IRA Investment Funds Learn about the IRA funds available for investment through a MissionSquare traditional or Roth IRA account. The following funds are available for investment through ... 12/21/1999 Investors should carefully consider their own investment goals, risk tolerance and liquidity needs before making an investment decision. Investing involves risk, including possible loss of the amount invested. The Funds’ offering and disclosure documents include a complete summary of all fees, expenses, financial highlights, investment objectives and strategies, and risks
Target-Date Retirement Funds
Target-Date Funds Target-Date Retirement Funds Target-date retirement funds, or target-retirement funds, offer diversification and a strategy that seeks to reduce your investment risk over time, all ... to as target-retirement or life-cycle funds, offer diversification and a strategy that seeks to reduce your investment risk over time, all in one fund. The funds invest in a variety of underlying funds ... note that the Target Funds are not a complete solution for all of your retirement savings needs. An investment in a Target Fund includes the risk of loss, including near, at or after the target date
https://www.missionsq.org/products-and-services/target-date-funds.html
Retirement Health Savings (RHS) Funds
RHS Program Retirement Health Savings (RHS) Funds The fund options listed here are available for investment through a MissionSquare Retirement Health Savings (RHS) account The following funds are available for investment through a MissionSquare Retirement Health Savings (RHS) account. MissionSquare RHS Investment Options Fund Name Stable Value/Cash Management ... International Fund MissionSquare Overseas Equity Index Fund MissionSquare Emerging Markets Fund Investors should carefully consider their own investment goals, risk tolerance
https://www.missionsq.org/products-and-services/rhs-program.html
Guided Pathways® Advisory Services
Guided Pathways Advisory Services Guided Pathways® Advisory Services Our Guided Pathways Advisory Services provide you with a personal retirement roadmap and investment assistance to help you reach ... your investment goals. Investment advice for both services is provided by independent financial expert Morningstar Investment Management. 1 MissionSquare Offers Two Types of Advisory Services With Fund Advice, you’ll receive point-in-time recommendations of which funds to invest in based on information you provide in your account. Managed Accounts is our full-service investment
https://www.missionsq.org/products-and-services/guided-pathways-advisory-services.html
MissionSquare Retirement Expands Sales Team with Key Appointments to Strengthen DCIO Platform
the appointment of Brian Bouchard as its new Defined Contribution Investment Only (DCIO) Platform Director, alongside Niles Monica, who joined earlier this year as Institutional Client Advisor. Both will work together to enhance the organization’s investment offerings and accelerate its growth in the DCIO market. Bouchard is a highly accomplished leader in retirement plan sales and DCIO, with a proven ... to expand its investment strategies and strengthen its presence in both public and private retirement markets. Niles Monica brings over 20 years of experience in sales and sales management