Products September 7, 2011

M&I Institutional Trust Services Launches Metrics Tool

M&I Institutional Trust Services is rolling out PlanView, an interactive online enhancement that enables retirement plan sponsors and advisers to evaluate plan and participant metrics.
Reported by

M&I’s PlanView enables plan sponsors and consultants to: 

  • Make rapid inquiries about enrollment, deferral targets, and other active daily plan metrics 
  • Filter plan- and participant-level information by a virtually unlimited choice of parameters 
  • Mix and match information from one or several plans for a high-level or detailed look at plan performance and participant trends  
  • Create 100% customizable reports and templates 

“PlanView enables plan sponsors and their advisers to prioritize areas of improvement, leverage existing strategies and programs, and enrich the sponsor and participant experience,” said Todd Perala, Senior Vice President and Director of Relationship Management. “It possesses the potential to make a meaningful difference in retirement plan outcomes.” 

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

Deals & People September 7, 2011

Mirae Asset Global Investments Appoints President and CEO

Mirae Asset Global Investments (USA) has named Joon Kwun as President and CEO. 
Reported by

Kwun will be responsible for developing and directing the firm’s strategic initiatives and operations in the U.S. He assumes the position previously held by Jay (Hun Jun) Jang, who will take on another senior leadership position within the company. Kwun will also oversee the continued expansion of intermediary distribution resources supporting the Mirae Asset Discovery Funds.

Kwun joins Mirae Asset from Broad Peak Investment Advisers in Singapore, one of the largest Asia-dedicated hedge funds, where he worked as the exclusive adviser on all Korea-related investments.  Prior to Broad Peak, Kwun worked at Goldman Sachs for 15 years, where he served as Head of Korean Equities and Co-Country Head for the firm’s Seoul office.

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

Kwun received an M.A. in International Relations from Yale University and earned a B.A. in Political Science and French Literature from Columbia University.

«