Page 18 - DCAC November 2024 Files
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Innovest at a Glance Q3 2024


                                     2024 Focus: Measurement, Processes, Systems, and Planning for the Future



                                     Current Company Statistics


                                     $47B                  60                 20                 29              28



                                     Assets Under          Total              Total              States          Years in
                                     Consultation          Employees          Partners           Served          Business





                                     Key Highlights Q3 2024



                                       Innovest in the Media                                                             Team Updates
                                     •  Assessing Culture in the Evaluation of Investment Strategies | By Peter Mustian |   New Team Members
                                        Published by Advisor Perspectives                                               Sydney Armstrong, Analyst Assistant
                                                                                                                        Teri Tomei, Executive Assistant
                                     •  Should Investors Worry About The Lack of Private Equity Distributions? | By Sloan
                                        Smith & Natalie Miller | Published in Financial Advisor                         Progressions
                                                                                                                        Sydney Aeschlimann, Manager
                                       Events & Conferences                                                             Austin Cleveland, Analyst

                                     The Annual Colorado Public Plan Coalition (CPPC) Conference was held this fall in Beaver
                                     Creek, CO. CPPC is the premier Colorado conference for public-employer-sponsored defined   Service in the Community
                                     contribution, deferred compensation, and defined benefit plan administrators and board
                                     members. CPPC's mission is to provide education and a forum to exchange information and   Brothers Redevelopment
                                     advance sound practices in the employee benefits field. CPPC also strives to provide proactive   Colorado Uplift
                                     legislative representation as an advocate for all public plans in the State of Colorado.  Denver Public Schools Foundation
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