Russ Ivinjack | Source | Senior Partner, Global CIO at Aon
Russ Ivinjack
Russ Ivinjack, as a senior partner and global CIO, manages Aon’s investment manager research teams in equities, fixed income, liquid alternatives, private equity, infrastructure, and private credit, as well as the firm’s global asset allocation and discretionary client portfolio management teams. He also serves as the lead strategist for several of the firm’s largest retainer clients and has advised on more than $1 trillion in client assets over the course of his career. He previously led the development of Aon’s alternative investment capabilities and its US client solutions team. A corporate CIO commented that Ivinjack ”should stay on the all-star list forever.”
Prior to joining the firm in 1994, he spent nearly two years in SEI’s performance evaluation area. Ivinjack holds a bachelor’s degree in finance from Northern Illinois University and a Master of Business Administration from DePaul University’s Kellstadt Graduate School of Business.
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Aon
Senior Partner, Global CIO
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2021 Knowledge Brokers | Chief Investment Officer
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I’m sure the biggest innovation in the industry will be related to technology and artificial intelligence (AI). As I am not a technology futurist, I’ll withhold comment on what is to come next, but I believe the biggest changes in the industry will be related to how investment management firms will be positioned/structured.
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The other asset allocation change we are advising on is within asset classes. We believe clients should benefit from opportunities from both a return and positive impact on society perspective and should look to allocate capital to impact investment strategies. That includes impact equity, infrastructure strategies that include renewable energy/energy transition, and Sustainable Development Guidelines (SDG) bonds.
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We are advising clients to allocate—and are implementing on a discretionary basis—assets to both public and private non-investment-grade credit. Assets continue to be allocated away from investment-grade fixed income to multi-asset credit (i.e., high-yield, leveraged loans, and emerging market debt) and private credit (e.g., direct lending, real estate debt, private investment-grade and asset-backed securities, structured credit, and opportunistic credit). The trend away from investment grade and to non-investment-grade credit has been in place the past five plus years, and we foresee this continuing or likely accelerating, as clients’ return requirements have generally not changed, yields on investment-grade fixed income remain very low, and portfolio equity-risk allocations are appropriate for long-term investors.
