Arnerich Massena Becomes an Intentional Endowments Network Member

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, retirement plan consulting services, and impact investing strategies, announces that the firm has joined the Intentional Endowments Network (IEN), which supports colleges and universities, and other mission-driven tax-exempt organizations, in aligning their endowment investment practices with their mission, values, and sustainability goals, without sacrificing financial return. Now a member of the IEN, Arnerich Massena will provide thought leadership and act as a resource for higher education institutions seeking to incorporate impact strategies such as sustainable and ESG (environmental, social, governance) investing into their endowment portfolios.

Arnerich Massena Publishes New White Paper: Retirement Plan Best Practices: Investment Menu Construction

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in retirement plan consulting services, endowment & foundation, private wealth management, and impact investing strategies, has published its latest white paper, Retirement Plan Best Practices: Investment Menu Construction. The white paper is the third in a five-part series outlining retirement plan best practices; the series began with plan governance and plan design and will also cover plan monitoring and participant education. Investment Menu Construction examines how to build a retirement plan investment menu that will result in improved long-term participant outcomes.
 
“The move from defined benefit plans to defined contribution plans shifted the investment decision-making process to participants in a way they hadn’t been confronted with in the defined benefit era,” the paper notes. “As an industry we are getting better at understanding how to really help participants invest successfully, much of which comes from our increased knowledge of the science of behavioral economics.” The paper discusses how findings from behavioral economists can help guide the construction of an investment menu. By understanding how participants make decisions, we can design a menu that will make that process easier.
 
“Plan sponsors are challenged to build an investment menu lineup that meets a number of different criteria,” says Terri Schwartz, managing director of institutional services and business development. “They need to provide enough diversification but keep the menu simple to use, offer options that are appropriate for a variety of ages and life stages, and manage investment expenses, to name just a few. We want to help sponsors navigate this territory to ultimately help their participants to a secure retirement.”
 
Contributors to the paper include Ryan Cunningham, CAIA; Corrie Oliva, CFA; Jillian Perkins; Terri Schwartz; and Chris Van Dyke, CFA, CAIA.
 
A downloadable version of Retirement Plan Best Practices: Investment Menu Construction  is available at http://arnerichmassena.com/pdf/white-papers/Menu_construction_final.pdf.
 
 
About Arnerich Massena
Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing corporate pension and profit sharing plans, private clients, endowments, foundations, charitable organizations, and trusts and estates. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.  More information is available at www.arnerichmassena.com

Arnerich Massena Announces the Hire of Karl Hausafus, J.D., as General Counsel and Chief Compliance Officer

Portland-based investment firm Arnerich Massena announced today that Karl Hausafus, J.D., has rejoined the firm as general counsel and chief compliance officer. Mr. Hausafus has overall responsibility for the legal and compliance functions of the firm (he previously served Arnerich Massena in this capacity from 2010 to 2016). Karl Hausafus has also been named a principal of the firm, joining the company’s shareholder group.
 
Tony Arnerich, founder and co-CIO, states, “We are thrilled to have Karl rejoin our team. His strategic insight and the depth of his knowledge are invaluable. I am excited to welcome him to the shareholder group, and we all look forward to his future contributions.” Co-CIO Bryan Shipley, CFA, CAIA, adds, “Karl understands the intricacies of our business and industry, and brings a profound integrity to a job that is all about integrity.”
 
Karl Hausafus, J.D. brings more than 15 years of experience in the financial industry. Mr. Hausafus most recently served as chief legal officer for Saturna Capital and as general counsel and chief compliance officer for the Oregon State Treasury. Prior to his original tenure with Arnerich Massena, he served as general counsel and chief compliance officer of Compass Holdings, LLC, and as senior associate attorney with Preston Gates & Ellis, LLP, where he advised both public and private companies on general securities and business issues. Mr. Hausafus earned his Juris Doctorate from Northwestern School of Law of Lewis & Clark College and holds a Bachelor of Science in marketing and business management from the University of Oregon. He is a former FINRA Series 7 and 24 license holder, and current FINRA Series 66 license holder. Read his complete biography here.
 
Karl Hausafus is also excited about returning to Arnerich Massena. “This is an exceptional firm with an unwavering commitment to quality and integrity and a unique culture. I’m excited to return and join the team.”


 
About Arnerich Massena Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.  More information is available at www.arnerichmassena.com.

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