Barclays Capital Inc. / Barclays Capital U.S. / Frank Russell Company / Chicago Board Options Exchange / Citicorp / The McGraw-Hill Companies Inc. / Janus Capital / Lehman / New York Life Insurance Company / PIMCO Total Return / Prudential / Union Bank / Standard & Poor's / The Citigroup / S&P / MainStay Total Return Bond Fund / Merrill Lynch & Co. / Union Bank/Wilshire / Pension Consulting Alliance Inc. / New York Life Investment Management Holdings LLC / /
Country
United States / /
Currency
USD / /
MarketIndex
S&P 500 / Vanguard Total Bond Market / S&P / Northern Bond / Merrill Lynch / Russell / BXM / Barclays Capital / MSCI World / /
Organization
US Government / /
Person
Bill Gross / Wilshire / Kay Ceserani / Semi Stdev / Eric White / Max Drawdown / Sean Copus / /
Position
fixed income manager / Advisor / manager / sub-advisor for the whole measurement period / current sub-advisor / investment consultant / manager using / CIO / Staff/Treasurer / sub-advisors / lead portfolio manager / lead portfolio manager for flagship strategy / /
Microsoft Word - PIMCO Total Return Replacement Recommendation - KC.docx