INCOME RESEARCH + MANAGEMENT

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1 Firm: INCOME RESEARCH + MANAGEMENT INCOME RESEARCH + MANAGEMENT Asset Manager Founded in Hidden Hidden Hidden Hidden New Hire Roundup: Mercer Adds Execs Headcount: Hidden Assets Under Management: Hidden Hueffmeier is based in the Chicago office and joined after working in pension risk management groups at Morgan Stanley Investment Management, Towers Watson, and Buck Consultants. With more than 20 years of experience, Hughes is based in New York City and... Think Advisor July 30, 2015 Mercer says terminated Pimco, Western Asset as subadvisers on a bond fund: SEC (Reuters) - Mercer Investment Management Inc has terminated Pacific Investment Management Company LLC and Western Asset Management Company as subadvisers to the Mercer Core Fixed Income Fund, effective immediately, according to an SEC filing on Thursday. Chicago Tribune April 3, 2014 Key Executives for Income Research & Management John Anthony Sommers Sr. 11 Relationships President, Managing Principal, Senior Portfolio Manager, and Treasurer 77 John Anthony Sommers Jr., CFA No Relationships Managing Principal, Executive Vice President, Senior Portfolio Manager, and Chairman... Bloomberg November 4, 2015

2 Carpenter Joins Cantor Fitzgerald s Equity Research Team He also worked as a corporate credit analyst at Income Research & Management, focused on highgrade issuers within energy, technology, media and telecom and aerospace and defense. Carpenter has a bachelor s degree from Bucknell University and a master... oilandgasinvestor.com August 20, 2015 Cantor Fitzgerald Continues To Build Equity Research Team With Three Hires Prior to that, Mr. Carpenter served as a corporate credit analyst at Income Research & Management, with a focus on high grade issuers within the Energy, Technology, Media and Telecom, and Aerospace and Defense sectors. Mr. Carpenter received a MBA from... The Street August 20, 2015 Firms wield hammer and saw along with ax The list includes Bank of America Corp., Income Research Management, Atlantic Trust, UBS, Lee Munder Capital Group, SDK Capital, State Street Corp., Berkshire Capital, and Mast Capital Management, to a name a few. Some of the remodeling began well before Sept. The Business Journal March 30, 2009 LGIMA Further Expands Distribution Business with Addition of Seasoned Executive Stephen Weiss Most recently, he served as Principal and Senior Client Portfolio Manager at Income Research + Management, where he was responsible for managing client relationships totalling $7 billion in assets, as well as consultant relations and product development. prnewswire.com July 26, 2015

3 13th Pacific Region Investment Conference set These are ASC Trust, Atalanta Sosnoff, Garcia Hamilton & Associates and Income Research + Management. The year on year support of these companies continue to impact the educational benefits of attendees and launch the conference success. Success is... Sun Star October 9, 2013 Company Overview of Income Research & Management Income Research & Management (IR&M) is an employee owned investment manager. The firm provides its services to high net worth individuals, banking and thrift institutions, investment companies, Taft-Hartley plans, pension and profit sharing plans, pooled... Bloomberg June 26, 2015 Prechter: "Market Perversity is on Display Here" Market perversity is on display here, as both bulls and bears are suffering their... have lost money for clients over the past ten years. According to Income Research & Management and Bloomberg, over that time annual five-year returns have been up for... Elliott Wave International September 28, 2012 Springfield police and fire pension fund hires long-duration bond manager Springfield (Mo.) Police Officers & Firefighters Retirement System hired Income Research & Management to run about $30 million in an active domestic long-duration fixed-income portfolio, said Janell Manley, administrative director. The $302 million...

4 Pensions & Investments March 25, Women's Rowing Supporters THANK YOU FOR YOUR SUPPORT! The Bucknell Women's Rowing team thanks the donors listed below for their annual support of the program. Without the continued generous backing of its alumni, parents and friends, the Bucknell Women's Rowing program would... Bucknell Bison February 26, 2015 Mercer says terminated Pimco, Western Asset as subadvisers on a bond fund - SEC Income Research & Management and Prudential Investment Management Inc will serve as the new subadvisers to the Mercer Core Fixed Income portfolio, the filing added. A spokesman for Mercer declined to comment on the total amount removed from Pimco and... Yahoo Finance April 4, 2014 UPDATE 1-Mercer says terminated Pimco, Western Asset as subadvisers on a bond fund -SEC Income Research & Management and Prudential Investment Management Inc will serve as the new subadvisers to the Mercer Core Fixed Income portfolio, the filing added. A spokesman for Mercer declined to comment on the total amount removed from Pimco and... Reuters April 4, 2014 Pimco loses another bond fund mandate

5 The Mercer Core Fixed Income Fund will be managed by Income Research & Management and the investment unit of Prudential Financial Inc., according to a regulatory filing yesterday by New Yorkbased Mercer, a unit of Marsh & McLennan Cos. (See also... Investment News April 4, 2014 Another 6K for sexual harassment fallout $6 million with Wells Capital Management Inc., $5.8 million with Income Research & Management for investment management services, and $5.8 million with JP Morgan Investment Mgmt Inc. for investment management services. Department of Environmental... Times Union January 30, 2015 Global Stock Markets, Economies Mired in Early Stages of Biggest Disaster Ever According to Income Research & Management and Bloomberg, over that time annual five-year returns have been up for two years, flat ( % gain) for three years, and negative for five years. Our recommended short position in gives us a positive... The Market Oracle February 15, 2013 Members of the Media Will Sweat for a Cause for HomeStart in the fight against homelessness Neither Rain Nor Snow Nor Cold Will Deter Boston Media Personalities and Others From Participating in the Annual ICycle on Feb. 27! The frosty winter weather will not deter more than a dozen Boston media celebrities from participating in a bicycle spinning... Patch February 19, 2014 CFA Institute Opens Global Registration for Claritas Investment Certificate

6 TORONTO, May 21, 2013 /CNW/ - CFA Institute, the global association for investment professionals, launched the Claritas Investment Certificate yesterday at its 66 th Annual Conference (19-22 May in Singapore). The new education program provides a... CNW Group May 21, 2013 Katie Kausek engaged to Dave Cirilli James and Donna Kausek of Swampscott are pleased to announce the engagement of their daughter, Katie Kausek, to Dave Cirilli, son of James and Thelma Cirilli of Glastonbury, Conn. Katie is a graduate of Bishop Fenwick High School, class of Wicked Local July 28, 2008 Crisis Management and Business Continuity *This course has limited enrollment. Apply early to guarantee your spot. Preparing for a crisis is not a luxury; it is a necessity. You know the odds are high that your company will suffer a disaster or crisis at some point. You cannot say you weren't... MIT News July 26, 2014 Paul Clifford Client types are by firm, and represent a percentage of assets under management. For additional information on Paul Clifford s client base, please contact the advisor. When financial advisors have events in their practice that could influence their... USNews April 2, 2012

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