IRI Taps Plotnick for Director of Research

The Insured Retirement Institute (IRI) has hired Lisa Plotnick as director of research.

A news release said Plotnick brings 20 years of financial industry experience, specializing in annuities, to the position.

Prior to joining IRI, Plotnick served as a director at Cerulli Associates from 2005-2010, where she oversaw its insurance initiatives including the development, distribution, and strategic positioning of annuities and life insurance.

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Plotnick has held numerous other positions including vice president and director of variable annuity research at Financial Research Corporation (FRC), various positions at John Hancock Life, an actuarial assistant with William M. Mercer’s defined benefit valuation group, and a policy analyst for the City of New York.

Data Firms Collaborate on Institutional Product

InvestorForce, Inc. and eVestment Alliance are expanding the partnership they formed last year, the two companies announced.

The companies are Web-based investment information providers serving institutional consultants and investment managers.

The data partnership, which initially incorporated eVestment’s U.S. manager universe data into InvestorForce’s reporting platform, has been expanded to include eVestment’s manager universes for Canada, UK, Europe, Japan, Asia-Pacific and Australia, as well as Emerging Markets, EAFE and Global mandates, according to a news release.

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The eVestment Global Database includes information on approximately 2,500 asset managers worldwide, representing more than 17,000 investment strategies.  InvestorForce said it offers the only performance measurement and reporting solution that focuses exclusively on institutional consultants that integrate the eVestment data directly into its platform for consultants’ use.

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