Investment Update

Portfolio Adjustments

by Holly H. MacDonald
Chief Executive Officer
by Jeffrey Mills
Chief Investment Officer
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In brief

In this Investment Update, we review recent portfolio changes. Specifically, we have adjusted the investments in our Large Cap Strategies portfolio, especially within the emerging markets space, and we have launched a short-term bond portfolio that will complement our approach to fixed income.  

Holly_H_MacDonald_Headshot

Holly H. MacDonald

Chief Executive Officer

Holly is Chief Executive Officer at Bessemer Trust. She is a member of the Executive Committee, Leadership Council, and the firm’s Board of Directors. Previously, she served as Chief Operating Officer and Chief Investment Officer.

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Jeff-Mills

Jeffrey Mills

Chief Investment Officer

Jeffrey is responsible for overseeing the firm’s investment research, asset allocation, and portfolio management. He is a member of the firm’s Executive Committee and Leadership Council.

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