Agilis Leads the Way: Two Prestigious Awards for Innovation and Workplace Excellence
Agilis Partners LLC, a preeminent investment, actuarial, and risk management firm, has made headlines by securing two significant accolades— the CIO Industry Innovation Award in the Liability-Driven Investing (LDI) category and being recognized by Pensions & Investments as one of the Best Places to Work in Money Management for the sixth consecutive year.
These awards underscore Agilis’ commitment to both innovation in their field and the fostering of a positive workplace culture. The CIO Industry Innovation Award acknowledges Agilis' forward-thinking strategies designed for managing pension liabilities, ensuring financial stability for clients. Tom Cassara, CEO of Agilis, expresses pride in receiving this award, stating, "Winning the CIO Industry Innovation Award in LDI reflects our dedication to crafting impactful solutions aligned with clients' strategic goals. Our team works diligently to redefine excellence within our industry."
In addition to their innovation accolades, the recognition from Pensions & Investments highlights Agilis’ success in maintaining a stellar employee-centric culture. According to Michael Clark, Chief Commercial Officer at Agilis, "Being honored as one of the Best Places to Work for six years running is a tribute to our dedicated team. Our people are the foundation of our achievements, and we take great pride in the creativity and expertise they bring to our operations."
Notably, Agilis was also recognized for its significant contributions to structuring portfolios in alignment with Pension Risk Transfer (PRT) initiatives, further solidifying its reputation in the investment landscape. In 2024, Managing Director James Walton was named a CIO Knowledge Broker, adding another layer of recognition for Agilis’ investment consulting prowess.
The firm's multifaceted consulting services, which include outsourced Chief Investment Officer (OCIO) services, pension administration, derivatives management, and specialty investment strategies, are designed to help clients navigate the complexities of modern investment landscapes.
Agilis prides itself on adopting a strategic approach to actuarial and investment consulting, providing tailored solutions that address client needs. Their commitment to delivering innovative strategies aims to create financial momentum and drive growth opportunities for clients. As they look to the future, Agilis remains dedicated to enhancing their service offerings and driving continued success in the investment consulting sector.
For more information about Agilis Partners and their comprehensive services, visit https://agilis.llc/.
These awards underscore Agilis’ commitment to both innovation in their field and the fostering of a positive workplace culture. The CIO Industry Innovation Award acknowledges Agilis' forward-thinking strategies designed for managing pension liabilities, ensuring financial stability for clients. Tom Cassara, CEO of Agilis, expresses pride in receiving this award, stating, "Winning the CIO Industry Innovation Award in LDI reflects our dedication to crafting impactful solutions aligned with clients' strategic goals. Our team works diligently to redefine excellence within our industry."
In addition to their innovation accolades, the recognition from Pensions & Investments highlights Agilis’ success in maintaining a stellar employee-centric culture. According to Michael Clark, Chief Commercial Officer at Agilis, "Being honored as one of the Best Places to Work for six years running is a tribute to our dedicated team. Our people are the foundation of our achievements, and we take great pride in the creativity and expertise they bring to our operations."
Notably, Agilis was also recognized for its significant contributions to structuring portfolios in alignment with Pension Risk Transfer (PRT) initiatives, further solidifying its reputation in the investment landscape. In 2024, Managing Director James Walton was named a CIO Knowledge Broker, adding another layer of recognition for Agilis’ investment consulting prowess.
The firm's multifaceted consulting services, which include outsourced Chief Investment Officer (OCIO) services, pension administration, derivatives management, and specialty investment strategies, are designed to help clients navigate the complexities of modern investment landscapes.
Agilis prides itself on adopting a strategic approach to actuarial and investment consulting, providing tailored solutions that address client needs. Their commitment to delivering innovative strategies aims to create financial momentum and drive growth opportunities for clients. As they look to the future, Agilis remains dedicated to enhancing their service offerings and driving continued success in the investment consulting sector.
For more information about Agilis Partners and their comprehensive services, visit https://agilis.llc/.
Topics Financial Services & Investing）
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