Agility Named “OCIO of the Year” by Pension Bridge
MARKS AGILITY’S FIFTH RECOGNITION AS OUTSOURCED CHIEF INVESTMENT OFFICER OF THE YEAR
New York, Austin and Denver – October 11, 2021 – Agility was recognized by Pension Bridge as “Outsourced CIO of the Year” at the 2021 Institutional Asset Management Awards (the “Awards”). The Awards recognize best-in-class investment strategies across the US institutional asset management industry for performance and innovation.
Entrants were judged based on several criteria, including but not limited to excellence in customer servicing, impact of investment advice on institutional client returns, and ESG strategies and implementation.
This is the fifth time Agility has been recognized as a leading provider of Outsourced Chief Investment Officer solutions, and this is Agility’s first award from Pension Bridge. Agility received a similar award from Foundation & Endowment Intelligence in 2013, and from Institutional Investor in 2014, 2015, and 2017.
Chris Bittman, Agility Partner, CEO and CIO, stated, “Being named ‘Outsourced Chief Investment Officer of the Year’ for the fifth time reflects the hard work and dedication of Agility’s investment team, and we are humbled by the honor. We’re grateful for the partnerships we have with our clients and their continued support of our collaborative and customized approach.”
Agility currently manages approximately $15.0 billion for a global client base, including endowments, foundations, family offices, corporations, and other pools of capital.
Agility is a leading provider of unique outsourced investment solutions. With approximately $15.0 billion in assets under management, Agility works with a diverse, global client base, including endowments, foundations, family offices, corporations, and other pools of capital. Since 2007, Agility has specialized in creating investment programs tailored to the specific needs of clients that address complex challenges and meet individual investment objectives.
Pension Bridge Institutional Asset Management Award for Outsourced Chief Investment Officer of the Year: Following a public call for applications, a panel of judges for the Pension Bridge Institutional Asset Management Awards (comprised of seven individuals for 2021) selected award category winners based on each entrant’s responses to evaluation category questions. Evaluation criteria includes quantitative information regarding number and asset value of new institutional clients added over the past year, percentage business growth for the same period, as well as qualitative information, including how advice over the last year impacted client returns, excellence in customer servicing, and ESG strategies and implementation and innovations implemented in the previous year. Each category was assigned a designated percentage of the total score. The winners for each category were announced at an annual awards ceremony. For additional information on the OCIO of the Year Award, please visit: https://www.iamanagementawards.com/home.
Institutional Investor Magazine and Foundation & Endowment Intelligence Outsourced Chief Investment Officer of the Year Award: Following a public call for nominations, the editorial staff of Institutional Investor magazine selected award nominees based on how strongly candidates, both those put forward via the call for nominations, and those independently identified by the editorial staff, meet the criteria for their respective categories. Once the nominees were publicly announced, the magazine group then conducted a wide survey of U.S. institutional investors and invited them to vote for the manager nominees. Hedge fund managers were also invited to vote for the investor nominees. Institutional Investor’s editorial staff analyzed the results of the voting to determine the winners, who were announced at the annual awards dinner and ceremony. Foundation & Endowment Intelligence, published by Institutional Investor, covers non-profit investment opportunities and the non-profit sector.
Perella Weinberg Partners Capital Management LP (“Agility”) has no affiliation with Pension Bridge, Institutional Investor, Foundation & Endowment Intelligence, nor any persons who select the award. Agility did not pay any fees to be considered for any of the awards referenced herein.
The OCIO of the Year Award is not indicative of Agility’s future performance, nor is it representative of any one client’s experience with Agility.