Income Research + Management Appoints Liability Driven Investment Specialist

January 6, 2020

The Boston-based firm manages over $22 billion in liability-driven investment strategies

BOSTON, MA — Income Research + Management (“Income Research” or “IR+M”) is pleased to announce the appointment of Theresa Roy as a Liability Driven Investment (LDI) Specialist, effective January 6, 2020. Ms. Roy is based at the Firm’s headquarters in Boston, Massachusetts, and reports to Brooke Anderson, Director of Product Management.

“We are pleased to welcome Theresa to our Liability-Driven Investment Team,” said Jim Gubitosi, Co-Chief Investment Officer at Income Research. “We believe marrying our bottom-up investment philosophy with a practical approach to analyzing liabilities is crucial to constructing innovative, bespoke LDI solutions for our clients. As an actuary who has spent most of her career working with pension plans, we look forward to Theresa having an immediate impact on the Team as we continue to seek creative ways to tackle the ever-changing landscape for our pension clients.”

Ms. Roy joins Income Research from State Street Global Advisors, where she was a Senior Actuarial Strategist serving as an in-house actuarial and defined benefit (DB) expert for the Outsourced Chief Investment Officer (“OCIO”) Team. Previously, she was an actuarial analyst at Willis Towers Watson and Aon Hewitt.

In her role as LDI Specialist, Ms. Roy will act as a liaison between the Investment Team and Client Service Team to create customized LDI solutions. As of November 30, 2019, Income Research manages $22 billion in liability-driven investments for over 75 institutional clients, including corporate pension plans, public pension plans and healthcare companies. In total, Income Research manages $75 billion in AUM across fixed income mandates. The Firm was recently recognized in Pensions & Investments’ 2019 Best Places to Work in Money Management awards for firms with 100 – 499 employees.

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