Suggestions
Phil Kivarkis
Director of Investment Policy Services at Aon Investments USA
Phil Kivarkis is the Partner and Director of Investment Policy Services at Aon Investments USA.2 He is also responsible for Asset-Liability Management (ALM) at the company.2 Kivarkis is recognized as an industry expert in investment policy and asset-liability management.45
As the U.S. Director of Investment Policy Services, Kivarkis leads strategic asset allocation studies and provides expert analysis on portfolio management, asset-liability projections, and liquidity analysis.1 He has presented at conferences on topics related to liability-driven investing, showcasing his expertise in the field.46
Kivarkis holds professional designations including CFA (Chartered Financial Analyst), FSA (Fellow of the Society of Actuaries), and EA (Enrolled Actuary).3 These credentials underscore his comprehensive knowledge in finance, actuarial science, and investment management.
