Smart Insights

Rachel Tillman Rachel Tillman

ESG Is Dead. Long Live ESG.

By Keith Johnson, Rick Funston, and Tiffany Reeves

Guidance for US pension fiduciaries on regarding environmental, social, and governance (“ESG”) investing.

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Approve Key Decisions

By Rick Funston and Jon Lukomnik

The fourth article in a series of six on improving board effectiveness and good governance.

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Oversee Execution

By Rick Funston and Jon Lukomnik

The fifth article in a series of six on improving board effectiveness and good governance.

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Rachel Tillman Rachel Tillman

Verify Then Trust

By Rick Funston and Jon Lukomnik

The sixth article in a series of six on improving board effectiveness and good governance.

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Rachel Tillman Rachel Tillman

Faculty Member’s Indirect Path to Pension Fund Investing and Governance

Tiffany Reeves is a Board Smart faculty member and wrote a popular Talk, entitled “Governance Policies.” In her “day job,” she is a shareholder with Reinhart Law in the Employee Benefits and Institutional Investor Services practices. Tiffany’s path to working with pension funds, however, wasn’t a straight one.

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Rachel Tillman Rachel Tillman

Revisiting the Importance of Balance

By Lisa Morris

Successful pension plan boards work together to meet all fiduciary responsibilities by leveraging the balance that comes from the diversity of education, experience, and abilities.

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The Board’s Focus on Strategy

By Randy Miller

One of the key responsibilities of a retirement system Board of Trustees is setting the strategic and policy direction for the organization.

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Setting the Course

By Jon Lukomnik

To navigate a constantly shifting landscape of potential obstacles, trustees need to remember their one purpose, which is offsetting current and future pension obligations.

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Trust But Verify: The Role of the Fiduciary Board

By Rick Funston

To understand the critical role of the board, it is important to explore how boards fulfill their fiduciary duties, how they set direction and policy, when and how to delegate, and how to measure the efficacy of the board.

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Choosing the Right Leadership

By Keith Bozarth

Selecting, evaluating, and preparing for the succession of key leadership positions, including the Chief Executive Officer and the Chief Investment Officer, are among the most important functions of public pension trustees.

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