Author Archives: Arnerich Massena

Arnerich Massena Ranks in the Top 5 of The Portland Business Journal’s List of Oregon & SW Washington Money Management Firms

Arnerich Massena is listed in the top five of the 2018 List of Oregon and SW Washington Money Management Firms published by The Portland Business Journal. This marks the fifth consecutive year Arnerich Massena has been one of the top five firms listed. The list is featured as part of The Portland Business Journal’s “2018 Wealth Management & Financial Services Guide.” Read more »

Congratulations to Alicia Johnston, Winner of Portland Business Journal’s HR Leadership Award 2018, Small Company Category

Each year, the Portland Business Journal hosts its HR Summit and Healthiest Employers of Oregon event, where it celebrates the top human resource leaders in Oregon businesses. This year, we’re proud to announce that Arnerich Massena’s director of human resources, Alicia Johnston, has been honored with the HR Leadership Award in the small company category! Read more »

Arnerich Massena Welcomes James Ellis, CFA, as Senior Consultant

We’re excited to welcome the newest member of our institutional team, James Ellis, CFA. As a senior consultant, Mr. Ellis will serve clients ranging from corporate retirement plan sponsors and professional organizations to endowments and foundations. He will provide a full range of consulting services, including plan design and management, asset allocation and portfolio management, and fiduciary education. Read more »

Arnerich Massena Publishes New White Paper – Retirement Plan Best Practices: Participant Education

Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Participant Education. This paper is the last of a five-part series outlining retirement plan best practices; the series includes Plan Governance, Plan Design, Investment Menu Construction, and Plan Monitoring, and now concludes by covering participant education. Participant Education examines best practices for a plan sponsor in designing education and engagement programs to improve participants’ financial wellness and long-term retirement outcomes. Read more »

Arnerich Massena I AM Learning Partnership’s Soup for the Soul Carnival a Huge Success!

Arnerich Massena’s I AM Learning Partnership partnered with Imperfect Produce to host “Soup for the Soul,” a school/community carnival to benefit the Oregon Food Bank. The event was well-attended, with multitudes of families who came out to participate on the beautiful Friday afternoon of May 18, enjoying soup samples and visiting carnival booths. The kids loved trying their hand at food-themed games like the “Milk Mustache,” the “Pancake Flip,” and the “Apple Toss” – they all left with tattoos and prizes galore. And the volunteers from both Arnerich Massena and the I AM Learning Partnership Girls’ Club had a great time too. Read more »

The Silicon Review Features Smart Wires, Inc. in “Powering the Future”

“We are delighted to present Smart Wires, Inc. – dedicated to providing grid optimization solutions for transmission organizations worldwide.” The May Silicon Review team interviewed Gregg Rotenberg, CEO and President of Smart Wires, Inc. (one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager and affiliate), showcasing the work the company is doing to upgrade utilities globally, making it possible to maximize the efficiency of our existing energy grid. Read more »

Skewed to the Top: How passive investing may be affecting pricing

By Bryan Shipley, CFA, CAIA, Co-CIO

Passive investment management: 
A passively managed fund seeks to match the performance of an index by replicating the index’s holdings. Passive investment management delivers market returns, and typically has lower fees than active management.

Over the past decade, investor preference for passive investing has dramatically altered equity markets. This huge movement toward index investments (inflows to passive investments of more than $200 billion annually in 2016 and 2017) may have repercussions on equities’ pricing and valuation, the implications of which should be considered by investors. While we understand there are valid reasons many investors have shifted their preference to more index-based solutions, it would also be naïve not to be aware of the unintended consequences of this shift. Read more »