Page 19 - DCAC November 2024 Files
P. 19

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
   14   15   16   17   18   19   20   21   22   23   24