In June 2021, ICMA-RC became MissionSquare Retirement. Founded in 1972 through the assistance of a Ford Foundation grant, ICMA‑RC’s mission is to help public sector employees build retirement security. It all began when the International City/County Management Association (ICMA) had the vision to create an organization dedicated to the retirement needs of public sector employees, and thus ICMA‑RC was formed. Consistent with our mission, ICMA‑RC launched the predecessor to what is now the Vantagepoint Funds. Historically the Vantagepoint Funds were made available solely to ICMA‑RC’s public sector retirement plan administration clients. In 2017, ICMA‑RC extended its mandate to make these Funds available to public and private sector plans in the Investment Only (IO) market.
Our investment team boasts tenured leadership with industry experience.
• Average tenure at MissionSquare: 8 Years
• Average industry experience: 19 Years
• Total CFA charterholders: 29
Data as of 3/31/2021
Wayne Wicker, CFA®
Senior Vice President and Chief Investment Officer
Wayne Wicker is the firm’s Senior Vice President and Chief Investment Officer. He leads the Investments Department, which is responsible for the investment management, due diligence, and contract negotiations of...
Karen Chong-Wulff, CFA®, CAIA
Managing Vice President, Fixed Income
Karen Chong-Wulff is the Managing Vice President, Fixed Income, in the Investments Department. In this role, she leads the Fixed Income team. She oversees all fixed income, stable value, and...
Flora Li Hedrick, CFA®
Managing Vice President, Investments
Flora Hedrick is Managing Vice President of Investments. She is responsible for developing an alternatives investment strategy and incorporating alternatives into the firm’s investment products and solutions. Mrs. Hedrick has...
Matthew Brenner, CFA®
Managing Vice President, Investments
Matt Brenner is a Managing Vice President in the Investments Department. He oversees the mutual fund team, managing due diligence, investment reporting and communications, and the ongoing operations of the...
Aimei Zhong, CFA®, CAIA
Managing Vice President, Equity & Risk
Aimei Zhong is Managing Vice President, Equity & Risk. In this role, she leads the equity team, which oversees actively and passively managed equity funds. Ms. Zhong has over 22...
Venkat Balakrishnan, CFA®
Vice President, Asset Allocation
Venkat Balakrishnan is a Vice President in the Investments Department. He is responsible for managing the multi-asset class funds, particularly the target-date and target risk funds. He is responsible for...
Gus Pollak, CFA®
Vice President, Services and Innovation
Gus Pollak is the Vice President, Investments Services. He leads teams that are responsible for investment related operations, investment guideline monitoring, investment systems, and reporting. He manages the Investment Department’s...
Our firm was built on the simple philosophy to serve those who serve us. Here's how we've grown from an idea to a company with more than $31 billion in assets under management in the span of 45 years.
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This website is for institutional use only and is not intended for individual investors or the general public.
The information contained on this website is for informational purposes only and is not intended as a solicitation nor does it constitute investment, tax or legal advice. Reference to any fund or asset class on this site is not a recommendation to buy, sell, or hold that fund or asset class. MissionSquare Retirement and its affiliates are not responsible for any investment action taken as a result of the information on this website or interpretation of such information.
Investors should carefully consider their own investment goals, risk tolerance and liquidity needs before making an investment decision. Investing involves risk, including possible loss of the amount invested. The Funds’ offering and disclosure documents include a complete summary of all fees, expenses, financial highlights, investment objectives and strategies, and risks, and should be carefully reviewed before investing.
Past performance is no guarantee of future results. Investment return and principal value will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher.
When Funds are marketed to institutional clients by our Investment Only (IO) team, the Funds are offered by ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. RC Services is a wholly-owned subsidiary of MissionSquare Retirement and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. View more information about RC Services: FINRA’s BrokerCheck.
1Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of MissionSquare Retirement, a New Hampshire non-depository trust company, and the sole trustee of these CITs. Eligible retirement plans may invest in the Vantagepoint Funds, which are funds of VantageTrust. MissionSquare Retirement’s wholly owned subsidiary, Vantagepoint Investment Advisers, LLC (VIA), provides investment advisory and management services to VTC with respect to the Vantagepoint Funds and VT III Funds. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by MissionSquare Retirement or VIA. MissionSquare Retirement and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information.
2Each Vantagepoint Fund invests in a VT III Vantagepoint Fund that has the same investment objective and strategies. Prior to October 2016, each Vantagepoint Fund invested in a registered Vantagepoint Fund mutual fund that had the same investment objective and strategies. In October 2016, the Vantagepoint Fund mutual funds were liquidated and the assets were transferred to the VT III Vantagepoint Funds. In the event that a to the VT III Vantagepoint Funds was also a subadviser to the Vantagepoint Fund that preceded it, the average subadviser tenure with the VT III Vantagepoint Funds is calculated using both time periods.