13G SEC Filing for The Guardian Life Insurance Company of America
about: Matthew Scanlan
date published: 2011-12-31
publisher: SEC
type: NewsArticle

Adams Street Hires Matthew Scanlan for Board of Directors
about: Matthew Scanlan
additional type: news article
alternative headline: Adams Street hires Matthew Scanlan
date published: 2018-03
description: Coverage of Scanlan's appointment to the Adams Street Partners board.
publisher: PE Hub
type: NewsArticle

Adams Street Partners Adds Board Directors
about: Matthew Scanlan
additional type: news article
alternative headline: Adams Street Partners adds board directors
date published: 2018-03
description: Coverage of Scanlan's appointment to the Adams Street Partners board.
publisher: Private Equity Wire
type: NewsArticle

Annuities Meet Their Match
about: Matthew Scanlan
additional type: news article
alternative headline: Annuities meet their match
date published: 2007-10-15
description: Reports Scanlan, as managing director and head of BGI's Americas institutional business, describing a new DC annuity product as a revolutionary technology, with BGI filing 14 patent claims on the process.
publisher: Pensions & Investments
type: NewsArticle

Barclays Adds Annuity Feature to 401(k)s
about: Matthew Scanlan
additional type: news article
alternative headline: Barclays adds annuity feature to 401(k)s
date published: 2007-10-10
description: Covers the BGI SponsorMatch product launch, quoting Scanlan on trying to bring the best of defined benefit plans into a defined contribution option.
publisher: InvestmentNews
type: NewsArticle

Barclays Executive Moves to Renaissance
about: Matthew Scanlan
date published: 2009-03-09
description: Renaissance Technologies, the black-box hedge fund founded by the mathematician James Simons, has hired Matthew Scanlan of Barclays Global Investors to run its institutional unit.
publisher: The New York Times
type: NewsArticle

BGI Loses Scanlan to Renaissance
about: Matthew Scanlan
additional type: news article
alternative headline: BGI loses Scanlan to Renaissance
date published: 2009-03-03
description: Reports Scanlan's departure from Barclays Global Investors to Renaissance Institutional Management.
publisher: Pensions & Investments
type: NewsArticle

Charles J. Yang, CFA, Elected Chair of CFA Institute Board of Governors
about: Matthew Scanlan
date published: 2013-07-17
publisher: CFA Institute
type: NewsArticle

Class Notes 1981 - Kellogg World Alumni Magazine
about: Matthew Scanlan
additional type: article
alternative headline: Class Notes 1981
date published: 2006
description: Notes Scanlan's CFA Institute C. Stewart Sheppard Award, his service on the candidate curriculum committee advisory board and chairing of the executive advisory board, and his role as head of BGI's Americas institutional business.
publisher: Kellogg World Alumni Magazine
type: NewsArticle

Defined Contributions: Sticky Fingers
about: Matthew Scanlan
additional type: profile
alternative headline: Sticky Fingers
date published: 2007-11
description: Feature on the defined contribution market quoting Scanlan, head of BGI's Americas institutional business, on bringing the best of defined benefit investing to DC plans; notes BGI's $188 billion in defined contribution assets.
publisher: Institutional Investor
type: NewsArticle

Foreign Diversification Questioned: Data Show Benefits Make It Worthwhile
author: Matthew Scanlan
date published: 1999-05-17
is part of: Matthew Scanlan
publisher: Pensions & Investments
type: Article

Guardian Life Insurance 2012 Annual Report
about: Matthew Scanlan
date published: 2012-12-31
publisher: RS Investment Management Co. LLC
type: NewsArticle

Indexing in the 21st Century
author: Matthew Scanlan
date published: 2002
is part of: Matthew Scanlan
publisher: org-investment-insights-barclays-global-investors
type: Article

Matt Scanlan Becomes CEO of RS Investments
about: Matthew Scanlan
date published: 2012-01-06
publisher: L'Agefi
type: NewsArticle

Matthew H. Scanlan Joins Adams Street Partners Board of Directors
about: Matthew Scanlan
additional type: article
alternative headline: Matthew H. Scanlan, Board of Directors
date published: 2018-03-06
description: Press release announcing Scanlan's appointment to the Adams Street Partners Board of Directors, with quotes from Bon French and Jeff Diehl.
publisher: Adams Street Partners
type: NewsArticle

MOVES-Renaissance, Fidelity, CastleOak, Oppenheimer
about: Matthew Scanlan
date published: 2009-03-09
description: Renaissance Technologies LLC, the multibillion dollar hedge fund that uses complicated computer models, hired a new president and chief executive officer for its institutional business. The fund firm, which manages roughly $20 billion, hired Matthew Scanlan to replace Stephen Robert, who retired. Scanlan joins the firm from Barclays Global Investors where he worked for 12 years and was most recently the company's head of institutional business in the Americas.
publisher: Reuters
type: NewsArticle

New CEO Takes Reins at RS Investments
about: Matthew Scanlan
additional type: news article
alternative headline: New CEO Takes Reins at RS Investments
date published: 2012-01-04
description: News report confirming Scanlan's appointment as CEO of RS Investments, independent of the company press release.
publisher: Pensions & Investments
type: NewsArticle

Profiles of the Top 50 Global/International Managers
about: Matthew Scanlan
additional type: article
alternative headline: Top 50 Global/International Managers
date published: 2002-07-08
description: Identifies Matthew Scanlan as client contact and Blake Grossman as chief investment officer at BGI, confirming Scanlan's senior client-facing role at least as early as 2002.
publisher: Pensions & Investments
type: NewsArticle

Renaissance Institutional Management Taps Scanlan as New Chief
about: Matthew Scanlan
date published: 2009-03-05
description: Matthew H. Scanlan has joined Renaissance Technologies LLC as Renaissance Institutional Management LLC's President and CEO, the New York firm announced.
publisher: Plan Sponsor
type: NewsArticle

Renaissance may lift veil - a bit
about: Matthew Scanlan
date published: 2009-09-13
description: Highly secretive Renaissance Technologies Corp., hit by performance problems and huge redemptions in its largest open hedge fund, may concede greater transparency in the strategy for large institutional investors.
publisher: Investment News
type: NewsArticle

Renaissance taps Barclays Global Investors for chief executive
about: Matthew Scanlan
date published: 2009-03-04
type: NewsArticle

Retirement Might Be Worse Than We Think
about: Matthew Scanlan
additional type: article
alternative headline: Retirement Might Be Worse Than We Think
date published: 2008-04-30
description: Coverage of the BGI 'Future Shock of Retirement' study co-authored by Scanlan, with verbatim quotes on the severity of the retirement savings shortfall.
publisher: PlanSponsor
type: NewsArticle

RS Investments Announces Formation of New Investment Adviser, SailingStone Capital Partners LLC
about: Matthew Scanlan
date published: 2014-01-07
description: 'By transitioning the GNR Team to SailingStone, we are able to ensure that our clients will continue to benefit from the GNR strategy while primarily focusing our in-house strategies on our broad investor base,' said Matthew Scanlan, CEO of RS Investments.
publisher: RS Investments
type: NewsArticle

RS Investments Names Chief Executive Officer
about: Matthew Scanlan
date published: 2012-01-06
description: RS Investments has appointed Matthew Scanlan as chief executive officer. Scanlan was previously president and CEO of Renaissance Institutional Management, and in a prior role, headed Barclays Global Investors' institutional business.
publisher: Financial Advisor
type: NewsArticle

RS Investments Ready to Take Bigger Piece of Pie
about: Matthew Scanlan
additional type: profile
alternative headline: RS Investments ready to take bigger piece of pie
date published: 2014-12-08
description: Profile of RS Investments as a $26 billion firm, quoting Scanlan on seeking opportunities to increase scale; credits him with adding hundreds of billions to BGI's institutional business.
publisher: Pensions & Investments
type: NewsArticle

RS Investments Strengthens Value Team with Addition of Key Energy, Technology Analysts
about: Matthew Scanlan
date published: 2014-04-30
description: 'The addition of Tyler and Denny will allow the RS Value Team to provide deeper analysis of companies within the rapidly changing energy and technology sectors,' said Matthew Scanlan, CEO of RS Investments. 'We are pleased to have attracted such high caliber research analysts to RS. We believe our clients will benefit from the near 40-years of combined investment experience they bring to the platform.'
publisher: PR Newswire
type: NewsArticle

Scanlan Named CEO at RS Investments
about: Matthew Scanlan
additional type: news article
alternative headline: Scanlan named CEO at RS Investments
date published: 2012-01-09
description: Coverage of Scanlan's appointment as CEO of RS Investments.
publisher: Financial Planning
type: NewsArticle

Scanlan's BGI Departure Is a Symptom of Rough Times
about: Matthew Scanlan
additional type: news article
alternative headline: Scanlan's BGI departure is a symptom of rough times
date published: 2009-03-09
description: Frames Scanlan's departure from BGI as illustrating the difficulty large, troubled financial institutions face in retaining top money management executives.
publisher: Pensions & Investments
type: NewsArticle

Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies
alternative headline: Chapter 3 The Ever-Evolving Uses of Indexing: Why the Active versus Index Debate Is Over
author: Matthew Scanlan
author: Matthew H. Scanlan
book edition: 1
date published: 2004-01-01
description: This chapter covers the growth of indexing from its humble beginnings, which were described in Chapter 2. We highlight the debate over indexing’s appropriateness for different market environments and various asset classes, discuss the advantages of index products, and describe the factors that have contributed to their meteoric growth. We examine indexing’s performance in both rising and falling markets and explore the claims that while indexing may be appropriate for U.S. large-cap equity investing, it somehow isn’t appropriate for U.S. small-cap or international equities. The myths and conventional wisdom about the latter are discussed in detail. While there is a brief discussion of index derivatives and ETFs, these subjects receive more thorough analysis in Parts Three, Four, and Five. The focus in this chapter is on how investors use indexing in increasingly sophisticated and creative ways, and how indexing should be a key part of an overall investment strategy. We stress that the active versus index debate is (or certainly should be) over. Instead, indexing needs to be part of a mosaic in a holistic investment strategy
language: English
is part of: Matthew Scanlan
isbn: 978-0471257073
number of pages: 720
publisher: org-wiley-finance
type: Book

Managing Investment Portfolios: A Dynamic Process
abstract: In the context of portfolio management, the terms private client, high-net-worth investor, and individual investor are used virtually interchangeably to reference the unique challenges of managing personal or family assets. Although a more precise definition of the individual investor is elusive, the basic need to properly manage one’s financial affairs is self-evident, and the precedent for seeking professional management is well established.
alternative headline: Chapter 2: Managing Individual Investor Portfolios
author: Matthew Scanlan
author: Matthew H. Scanlan
book edition: 3rd
date published: 2007-03-07
description: In the context of portfolio management, the terms private client, high-net-worth investor, and individual investor are used virtually interchangeably to reference the unique challenges of managing personal or family assets. Although a more precise definition of the individual investor is elusive, the basic need to properly manage one’s financial affairs is self-evident, and the precedent for seeking professional management is well established.
language: English
is part of: Matthew Scanlan
isbn: 978-0470080146
number of pages: 960
publisher: org-wiley
type: Book

Bachelor of Science
credential category: degree
date created: 1978
description: Phi Beta Kappa, Magna Cum Laude
recognized by: University of Southern California (Marshall School of Business)
type: EducationalOccupationalCredential

Masters in Management in Finance, Accounting, Management Policy
credential category: degree
date created: 1981
recognized by: J.L. Kellogg School of Management, Northwestern University
type: EducationalOccupationalCredential

Defined Benefit & Defined Contribution Retirement Plans
description: Recognized expertise in DB and DC plan design, fee disclosure policy, and retirement security; congressional and DOL advisory council testimony on these topics.
term code: expert
type: DefinedTerm

Institutional Asset Management
description: Decades of leadership in institutional asset management, including running BGI's Americas institutional business and serving as CEO of multiple asset management firms.
term code: expert
type: DefinedTerm

Investment Management Fees & Cost Analysis
description: Co-author of the award-winning 'Five Myths About Fees' on fee structures and risk-adjusted returns.
term code: expert
type: DefinedTerm

Private Equity Operating Leadership
description: Operating executive and strategic operating partner roles in private equity (Golden Gate Capital, Valeas Capital Partners), focused on financial services.
term code: expert
type: DefinedTerm

eduorg-jl-kellogg-school-of-management-northwestern-university-alumniof
alumni of: J.L. Kellogg School of Management, Northwestern University
end date: 1981
role name: Masters in Management, Finance, Accounting, Management Policy
start date: 1979
type: OrganizationRole

J.L. Kellogg School of Management, Northwestern University
type: CollegeOrUniversity

eduorg-university-of-southern-california-marshall-school-of-a346f9-alumniof
alumni of: University of Southern California (Marshall School of Business)
end date: 1978
role name: Bachelor of Science
start date: 1974
type: OrganizationRole

University of Southern California (Marshall School of Business)
type: CollegeOrUniversity

Launch of BGI SponsorMatch, a defined contribution annuity product; 14 patent claims filed on the process
type: Thing

event-bgi-sponsormatch-dc-annuity-product-launch-audience
audience type: Press / industry
type: Audience

event-bgi-sponsormatch-dc-annuity-product-launch-location-address
address country: United States
address locality: New York City
address region: New York
type: PostalAddress

BGI SponsorMatch / DC Annuity Product Launch
about: Launch of BGI SponsorMatch, a defined contribution annuity product; 14 patent claims filed on the process
audience: event-bgi-sponsormatch-dc-annuity-product-launch-audience
description: Scanlan spoke at a BGI news conference announcing the SponsorMatch DC annuity product, describing it as a technology aimed at bringing the best of defined benefit investing into defined contribution options.
location: event-bgi-sponsormatch-dc-annuity-product-launch-location
performer: PerformanceRole
  performer: Matthew Scanlan
  performer: Kristi Mitchem
  role name: Spokesperson
start date: 2007
type: Event

Defined benefit and defined contribution plan design; retirement security; short-term DB funding relief
type: Thing

event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-audience
audience type: U.S. Department of Labor advisory council
type: Audience

event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location-address
address country: United States
address locality: Washington
address region: DC
type: PostalAddress

U.S. Department of Labor
address: event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location-address
type: Place

DOL ERISA Advisory Council Testimony on Approaches to Retirement Security
about: Defined benefit and defined contribution plan design; retirement security; short-term DB funding relief
audience: event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-audience
description: Testifying as CEO and President of Renaissance Institutional Management, Scanlan appeared jointly with former BGI colleague Carter Lyons. He spoke about defined benefit plans, arguing they offer the most robust form of retirement security due to professional asset management, reduced costs from commingling, and diversification of longevity risk, and advocated short-term DB funding relief. A noted quote: 'Retirement is an income driven process and we're living in a lump sum world.'
location: U.S. Department of Labor
performer: PerformanceRole
  performer: Matthew Scanlan
  performer: Carter Lyons
  role name: Witness (CEO and President, Renaissance Institutional Management)
start date: 2009-07-21
type: Event

Kellogg School of Management Asset Management Practicum Spring 2011 to Winter 2012
type: Thing

Kellogg School of Management, Northwestern University
type: Place

Implications of the Retirement Crisis for Asset Managers
about: Kellogg School of Management Asset Management Practicum Spring 2011 to Winter 2012
location: Kellogg School of Management, Northwestern University
performer: PerformanceRole
  performer: Matthew Scanlan
  role name: Guest Lecturer
start date: 2012-09-01
type: Event

Retirement security research; risks to middle-class retirement wealth from Social Security and home equity assumptions
type: Thing

event-release-of-the-future-shock-of-retirement-study-audience
audience type: Press / industry
type: Audience

event-release-of-the-future-shock-of-retirement-study-location-address
address country: United States
type: PostalAddress

Release of 'The Future Shock of Retirement' Study
about: Retirement security research; risks to middle-class retirement wealth from Social Security and home equity assumptions
audience: event-release-of-the-future-shock-of-retirement-study-audience
description: Scanlan presented findings from the BGI study at a news briefing, stating that one-half of all middle-class Americans will have one-quarter less in retirement than they realize.
location: event-release-of-the-future-shock-of-retirement-study-location
performer: PerformanceRole
  performer: Matthew Scanlan
  performer: Jonathan Cohen
  performer: Matthew O'Hara
  role name: Co-author / Spokesperson
start date: 2008-04-29
type: Event

401(k) fee disclosure and retirement security; bringing defined benefit investment disciplines to defined contribution plans
type: Thing

event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-audience
audience type: U.S. House of Representatives committee
type: Audience

event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location-address
address country: United States
address locality: Washington
address region: DC
type: PostalAddress

Room 2175, Rayburn House Office Building
address: event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location-address
type: Place

Testimony on H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007
about: 401(k) fee disclosure and retirement security; bringing defined benefit investment disciplines to defined contribution plans
audience: event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-audience
description: Scanlan testified as Managing Director and head of BGI's Americas institutional business at the 110th Congress hearing on H.R. 3185. He supported fee disclosure by category to plan sponsors, conflict-of-interest disclosure, DOL standardized fund fact sheets, simplified participant disclosures, and bringing DB plan investment disciplines into the DC marketplace. He identified three root causes of DC plan failure: inadequate contributions; low returns with high fees; and lack of a distribution strategy.
location: Room 2175, Rayburn House Office Building
performer: PerformanceRole
  performer: Matthew Scanlan
  performer: Bradford P. Campbell
  performer: David Certner
  performer: Jon C. Chambers
  performer: Lew Minsky
  performer: Tommy Thomasson
  role name: Witness
start date: 2007-10-04
work performed: PresentationDigitalDocument
type: Event

Kellogg School of Management Asset Management Practicum Spring 2021 to Winter 2022
type: Thing

Kellogg School of Management, Northwestern University
type: Place

Trends in Private Equity and Institutional Investing
about: Kellogg School of Management Asset Management Practicum Spring 2021 to Winter 2022
location: Kellogg School of Management, Northwestern University
performer: PerformanceRole
  performer: Matthew Scanlan
  role name: Guest Lecturer
start date: 2021-09-01
type: Event

image-6f694b81
about: Matthew Scanlan
caption: Matthew Scanlan is a Strategic Operating Partner at Valeas Capital Partners, a role he assumed in 2024 to advise the firm and its portfolio companies in the financial services vertical. His career in the investment management industry spans more than three decades and includes chief executive officer positions at several asset management firms.
copyright year: 2026
encoding format: image/webp
height: 1500
name: Matthew Scanlan is a Strategic Operating Partner at Valeas Capital Partners, a role he assumed in 2024 to advise the firm and its portfolio companies in the financial services vertical. His career in the investment management industry spans more than three decades and includes chief executive officer positions at several asset management firms.
thumbnail: image-6f694b81-thumbnail
width: 1500
type: ImageObject

occupation-adams-street-partners-member-of-board-of-directors-role
has occupation: Member of Board of Directors
role name: Member of Board of Directors at Adams Street Partners
start date: 2018
type: Role

Member of Board of Directors
description: Member of the Board of Directors of Adams Street Partners, a leading private markets investment firm headquartered in Chicago.
type: Occupation

occupation-barclays-global-investors-managing-director-ceo-of-in-26159e-role
end date: 2009
has occupation: Managing Director & CEO of Institutional Business
role name: Managing Director & CEO of Institutional Business at Barclays Global Investors
start date: 1996
type: Role

Managing Director & CEO of Institutional Business
description: Led the Institutional Business for the world's largest institutional investment management firm. Managed 80 professionals across San Francisco, Boston, Chicago, Montreal, Toronto, Brazil, and Mexico City. Managed five major account relationships, all ranking among the top ten revenue-generating clients in the firm. Served on BGI's Americas Executive Committee and Technology and Operations Executive Committee.
type: Occupation

occupation-golden-gate-capital-operating-executive-role
end date: 2024
has occupation: Operating Executive
role name: Operating Executive at Golden Gate Capital
start date: 2016
type: Role

Operating Executive
description: Operating Executive focused on investment opportunities in the financial services sector.
type: Occupation

occupation-oconnor-company-internal-fund-manager-role
end date: 1991
has occupation: Internal Fund Manager
role name: Internal Fund Manager at O'Connor & Company
start date: 1981
type: Role

Internal Fund Manager
description: Internal Fund Manager responsible for managing funds in select portfolios. Developed and programmed a proprietary computer stock index arbitrage trading program for proprietary trading accounts, which achieved superior performance in all periods managed.
type: Occupation

occupation-renaissance-institutional-management-renaissance-tech-ef9bcf-role
end date: 2011
has occupation: President & CEO
role name: President & CEO at Renaissance Institutional Management (Renaissance Technologies)
start date: 2009
type: Role

President & CEO
description: President and CEO of Renaissance Institutional Management, the institutional subsidiary of Renaissance Technologies, based in New York. Led client management and product development; reported directly to James Simons.
type: Occupation

occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba-role
end date: 2016
has occupation: Chief Executive Officer & Chief Investment Officer
role name: Chief Executive Officer & Chief Investment Officer at RS Investments (RS Investment Management Co. LLC)
start date: 2012
type: Role

Chief Executive Officer & Chief Investment Officer
description: Chief Executive Officer and Chief Investment Officer of RS Investments, a $20 billion San Francisco-based investment management firm. Also served as President and Trustee of RS Investment Trust and RS Variable Products Trust. Served on the Senior Leadership Team of Guardian Life Insurance, New York.
type: Occupation

occupation-sanford-c-bernstein-company-inc-financial-advisor-role
end date: 1996
has occupation: Financial Advisor
role name: Financial Advisor at Sanford C. Bernstein & Company, Inc.
start date: 1995
type: Role

Financial Advisor
description: Developed and marketed financial planning models for wealth management clients. Marketed directly to senior institutional wealth advisors and family office legal staff. Taxation specialty for large multi-family trusts.
type: Occupation

occupation-the-northern-trust-company-vice-president-senior-port-f772c7-role
end date: 1995
has occupation: Vice President & Senior Portfolio Manager, Structured Equity Group
role name: Vice President & Senior Portfolio Manager, Structured Equity Group at The Northern Trust Company
start date: 1991
type: Role

Vice President & Senior Portfolio Manager, Structured Equity Group
description: Personally managed portfolios and provided investment counseling to large institutional and trust clients. Managed over $3.5 billion of client funds across various portfolios. Specialized in quantitative asset allocation, equity diversification, structured products, and management of concentrated low-cost tax basis portfolios. Principal speaker at Northern Trust's Family Financial Forum and the Goldman Sachs Equity Workshop.
type: Occupation

occupation-valeas-capital-partners-strategic-operating-partner-role
has occupation: Strategic Operating Partner
role name: Strategic Operating Partner at Valeas Capital Partners
start date: 2024
type: Role

Strategic Operating Partner
description: Advises the firm and its portfolio companies in the financial services vertical.
type: Occupation

Adams Street Partners
type: NewsMediaOrganization

org-cfa-institute-affiliation
affiliation: CFA Institute
description: Served on the Board of Governors of the CFA Institute, chaired its executive advisory board, and served on the candidate curriculum committee advisory board (concurrent with later BGI years).
role name: Board of Governors; chaired executive advisory board; candidate curriculum committee advisory board
type: OrganizationRole

org-cfa-institute-memberof
description: CFA charterholder. Served on the Board of Governors of the CFA Institute, chaired its executive advisory board, and served on the candidate curriculum committee advisory board.
member of: CFA Institute
role name: professional
type: OrganizationRole

CFA Institute
type: NewsMediaOrganization
type: Organization

org-city-college-of-san-francisco-affiliation
affiliation: City College of San Francisco
description: Served on the Finance Board of City College of San Francisco (confirmed in 2007 congressional testimony introduction).
role name: Finance Board
type: OrganizationRole

City College of San Francisco
type: Organization

Financial Advisor
type: NewsMediaOrganization

Financial Planning
type: NewsMediaOrganization

Institutional Investor
type: NewsMediaOrganization

Investment News
type: NewsMediaOrganization

InvestmentNews
type: NewsMediaOrganization

org-kellogg-school-of-management-northwestern-university-affiliation
affiliation: Kellogg School of Management, Northwestern University
description: Member of the Kellogg Private Equity Advisory Council.
role name: Private Equity Advisory Council member
type: OrganizationRole

Kellogg School of Management, Northwestern University
type: Organization

Kellogg World Alumni Magazine
type: NewsMediaOrganization

L'Agefi
type: NewsMediaOrganization

org-mechanics-institute-san-francisco-affiliation
affiliation: Mechanics Institute, San Francisco
description: Member of the Board of Trustees of the Mechanics Institute in San Francisco.
role name: Board of Trustees
type: OrganizationRole

Mechanics Institute, San Francisco
type: Organization

PE Hub
type: NewsMediaOrganization

Pensions & Investments
type: NewsMediaOrganization

Plan Sponsor
type: NewsMediaOrganization

PlanSponsor
type: NewsMediaOrganization

PR Newswire
type: NewsMediaOrganization

Private Equity Wire
type: NewsMediaOrganization

Reuters
type: NewsMediaOrganization

RS Investment Management Co. LLC
type: NewsMediaOrganization

RS Investments
type: NewsMediaOrganization

SEC
type: NewsMediaOrganization

The New York Times
type: NewsMediaOrganization

org-usc-marshall-school-of-business-affiliation
affiliation: USC Marshall School of Business
description: Member of the board of the Marshall School of Business at the University of Southern California.
role name: Board Member
type: OrganizationRole

USC Marshall School of Business
type: Organization

Valeas Capital Partners
type: Organization

Barclays Global Investors Research Study (not a journal publication)
type: Periodical

Portfolio Management Research Snapshots
type: Periodical

The Journal of Investing
type: Periodical

The Journal of Portfolio Management, Vol. 32, No. 3, pp. 56-64
type: Periodical

The Journal of Portfolio Management
type: Periodical

Matthew Scanlan
additional name: H.
affiliation: org-cfa-institute-affiliation
affiliation: org-city-college-of-san-francisco-affiliation
affiliation: org-kellogg-school-of-management-northwestern-university-affiliation
affiliation: org-mechanics-institute-san-francisco-affiliation
affiliation: org-usc-marshall-school-of-business-affiliation
alternate name: Matt Scanlan
alternate name: Matthew H. Scanlan, CFA
alumni of: eduorg-jl-kellogg-school-of-management-northwestern-university-alumniof
alumni of: eduorg-university-of-southern-california-marshall-school-of-a346f9-alumniof
award: Bernstein Fabozzi / Jacobs Levy Award - Best Article (Jacobs Levy Equity Management / PM Research (Journal of Portfolio Management), 2007)
award: C. Stewart Sheppard Award (CFA Institute, 2006)
description: Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies. He currently serves as Strategic Operating Partner at Valeas Capital Partners and as a board director of Adams Street Partners and Exos Financial Group. He previously held CEO positions at RS Investments, Renaissance Institutional Management, and Barclays Global Investors' Americas institutional business.
disambiguating description: Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
family name: Scanlan
gender: male
given name: Matthew
has credential: Bachelor of Science
has credential: Masters in Management in Finance, Accounting, Management Policy
has occupation: occupation-adams-street-partners-member-of-board-of-directors-role
has occupation: occupation-barclays-global-investors-managing-director-ceo-of-in-26159e-role
has occupation: occupation-golden-gate-capital-operating-executive-role
has occupation: occupation-oconnor-company-internal-fund-manager-role
has occupation: occupation-renaissance-institutional-management-renaissance-tech-ef9bcf-role
has occupation: occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba-role
has occupation: occupation-sanford-c-bernstein-company-inc-financial-advisor-role
has occupation: occupation-the-northern-trust-company-vice-president-senior-port-f772c7-role
has occupation: occupation-valeas-capital-partners-strategic-operating-partner-role
honorific suffix: CFA
job title: Strategic Operating Partner
knows: Adams Street Partners
knows: Barclays Global Investors
knows: Blake Grossman
knows: Carter Lyons
knows: Deanna M. Mulligan
knows: Golden Gate Capital
knows: Joseph Byrum
knows: Kristi Mitchem
knows: Laurence B. Siegel
knows: Renaissance Technologies
knows: Ronald N. Kahn
knows: T. Bondurant French
knows: Terry Otton
knows: Valeas Capital Partners
knows about: Defined Benefit & Defined Contribution Retirement Plans
knows about: Institutional Asset Management
knows about: Investment Management Fees & Cost Analysis
knows about: Private Equity Operating Leadership
knows language: English
member of: org-cfa-institute-memberof
subject of: 13G SEC Filing for The Guardian Life Insurance Company of America
subject of: Adams Street Hires Matthew Scanlan for Board of Directors
subject of: Adams Street Partners Adds Board Directors
subject of: Annuities Meet Their Match
subject of: Barclays Adds Annuity Feature to 401(k)s
subject of: Barclays Executive Moves to Renaissance
subject of: BGI Loses Scanlan to Renaissance
subject of: Charles J. Yang, CFA, Elected Chair of CFA Institute Board of Governors
subject of: Class Notes 1981 - Kellogg World Alumni Magazine
subject of: Defined Contributions: Sticky Fingers
subject of: Guardian Life Insurance 2012 Annual Report
subject of: Matt Scanlan Becomes CEO of RS Investments
subject of: Matthew H. Scanlan Joins Adams Street Partners Board of Directors
subject of: MOVES-Renaissance, Fidelity, CastleOak, Oppenheimer
subject of: New CEO Takes Reins at RS Investments
subject of: Profiles of the Top 50 Global/International Managers
subject of: Renaissance Institutional Management Taps Scanlan as New Chief
subject of: Renaissance may lift veil - a bit
subject of: Renaissance taps Barclays Global Investors for chief executive
subject of: Retirement Might Be Worse Than We Think
subject of: RS Investments Announces Formation of New Investment Adviser, SailingStone Capital Partners LLC
subject of: RS Investments Names Chief Executive Officer
subject of: RS Investments Ready to Take Bigger Piece of Pie
subject of: RS Investments Strengthens Value Team with Addition of Key Energy, Technology Analysts
subject of: Scanlan Named CEO at RS Investments
subject of: Scanlan's BGI Departure Is a Symptom of Rough Times
works for: Valeas Capital Partners
type: Person

Adams Street Partners
description: Member of the Board of Directors since 2018.
type: Person

Barclays Global Investors
description: Former employer; Scanlan headed the Americas institutional business for approximately 12 years.
type: Person

Blake Grossman
description: Global CEO / CIO counterpart at BGI throughout Scanlan's tenure.
type: Person

Bradford P. Campbell
type: Person

Carter Lyons
description: Former BGI Managing Director who testified jointly with Scanlan before the DOL ERISA Advisory Council in 2009.
type: Person

Carter M. Lyons
type: Person

David Certner
type: Person

David L. Donoho
type: Person

Deanna M. Mulligan
description: President & CEO of Guardian Life Insurance; a 2011 chance meeting led to Scanlan joining RS Investments as CEO.
type: Person

Golden Gate Capital
description: Former employer; Scanlan was an Operating Executive focused on financial services.
type: Person

Jon C. Chambers
type: Person

Jonathan Cohen
type: Person

Joseph Byrum
description: Matthew and Joseph have collaborated on a number of efforts ranging from asset management to technology
type: Person

Kristi Mitchem
description: Direct report at BGI (MD, U.S. DC Group); co-presented the BGI annuity product launch and testified on a successor 401(k) bill.
type: Person

Larry Siegel
type: Person

Laurence B. Siegel
description: Director of Research at the Ford Foundation Investment Division and co-author of 'Five Myths About Fees.'
type: Person

Lew Minsky
type: Person

M. Barton Waring
type: Person

Matt Scanlan
type: Person

Matthew H. Scanlan
type: Person

Matthew O'Hara
type: Person

Renaissance Technologies
description: Parent firm of Renaissance Institutional Management, where Scanlan was President and CEO.
type: Person

Robert A. Crenian
type: Person

Ronald N. Kahn
description: BGI colleague (Global Head of Equity Research) and co-author of 'Five Myths About Fees.'
type: Person

T. Bondurant French
description: Founder & Chairman of Adams Street Partners; Kellogg '77 MBA; co-presenter with Scanlan at the Kellogg Asset Management Practicum; appointed Scanlan to the Adams Street board.
type: Person

Terry Otton
description: Outgoing CEO of RS Investments who recruited Scanlan as his successor and stayed on to assist the transition.
type: Person

Tommy Thomasson
type: Person

Valeas Capital Partners
description: Current employer; Scanlan serves as Strategic Operating Partner. Co-founded by Rob Little and Ed Woiteshek, former Hellman & Friedman executives.
type: Person

Five Myths About Fees
abstract: Of the three dimensions of investing - return, risk, and cost - investors have direct control only over cost. The subject here is five common assumptions about fees, which are a major component of costs. Three of the myths concern appropriate fee level and structure, fixed versus incentive, and the value of high water marks; two others concern fees in particular contexts. Do hedge funds deserve their high fees, and can investors always separate alpha from beta, and pay appropriately for each? The core thesis is that fees should not be an overriding investor concern, and high-fee products are worthwhile only if they deliver sufficiently high risk-adjusted returns.
author: Matthew Scanlan
author: Laurence B. Siegel
author: Matthew H. Scanlan
author: Ronald N. Kahn
date published: 2006
description: Of the three dimensions of investing - return, risk, and cost - investors have direct control only over cost. The subject here is five common assumptions about fees, which are a major component of costs. Three of the myths concern appropriate fee level and structure, fixed versus incentive, and the value of high water marks; two others concern fees in particular contexts. Do hedge funds deserve their high fees, and can investors always separate alpha from beta, and pay appropriately for each? The core thesis is that fees should not be an overriding investor concern, and high-fee products are worthwhile only if they deliver sufficiently high risk-adjusted returns.
is part of: The Journal of Portfolio Management, Vol. 32, No. 3, pp. 56-64
keywords: fees, hedge funds, alpha and beta, investment management
type: ScholarlyArticle

Five Principles to Hold Onto (Even When Your Boss Says the Opposite)
abstract: Although finance practitioners almost universally learn in school that the Sharpe market model, which separates all returns into alpha and beta, is the starting point for a number of key investment insights, they often forget, or disregard, this knowledge once they are on the job. The five most important insights that a practitioner should hold dear, regardless of what the boss says, are 1) the importance of making alpha and beta decisions separately; 2) the zero-sum nature of active management; 3) the different criteria needed to make alpha and beta decisions; 4) the great value of alpha successfully delivered; and 5) the desirability of paying appropriate fees for each return component or, in other words, high fees for alpha, low fees for beta.
author: Matthew Scanlan
author: Laurence B. Siegel
author: M. Barton Waring
author: Matthew H. Scanlan
date published: 2009
description: Although finance practitioners almost universally learn in school that the Sharpe market model, which separates all returns into alpha and beta, is the starting point for a number of key investment insights, they often forget, or disregard, this knowledge once they are on the job. The five most important insights that a practitioner should hold dear, regardless of what the boss says, are 1) the importance of making alpha and beta decisions separately; 2) the zero-sum nature of active management; 3) the different criteria needed to make alpha and beta decisions; 4) the great value of alpha successfully delivered; and 5) the desirability of paying appropriate fees for each return component or, in other words, high fees for alpha, low fees for beta.
is part of: The Journal of Portfolio Management
keywords: portfolio theory, exchange-traded funds and applications
type: ScholarlyArticle

Is Patience a Virtue? The Unsentimental Case for the Long View in Evaluating Returns
abstract: In this article, Donoho, Crenian, and Scanlan report the results of their study into the cost of institutional investor impatience. Using Monte Carlo simulation techniques, the authors construct an idealized world with a universe of investment managers of precisely quantified skill, with skill levels varying among the managers. Although many institutions base manager hiring decisions heavily on the manager’s performance in the most recent months or years, the authors’ simulations show that institutions that rely on longer performance horizons of 5–10 years are more likely to find and stick with the better managers. This happens because on shorter time scales, the relatively few highly skilled managers are often temporarily outperformed by one of the many lesser-skilled managers, specifically, unskilled managers who have recently happened to simply be lucky. Hence, if a plan that previously was long-term oriented starts to hire managers based on short-term results, it will often find that the newly chosen manager underperforms both his own previous performance and also the manager previously managing the plan’s funds. It can, however, truly take patience to keep a skilled manager in a fund portfolio. In the authors’ simulations, skilled managers have deeper, longer, and more frequent drawdowns than many investors would expect.
author: Matthew Scanlan
author: David L. Donoho
author: Matthew H. Scanlan
author: Robert A. Crenian
date published: 2010
description: In this article, Donoho, Crenian, and Scanlan report the results of their study into the cost of institutional investor impatience. Using Monte Carlo simulation techniques, the authors construct an idealized world with a universe of investment managers of precisely quantified skill, with skill levels varying among the managers. Although many institutions base manager hiring decisions heavily on the manager’s performance in the most recent months or years, the authors’ simulations show that institutions that rely on longer performance horizons of 5–10 years are more likely to find and stick with the better managers. This happens because on shorter time scales, the relatively few highly skilled managers are often temporarily outperformed by one of the many lesser-skilled managers, specifically, unskilled managers who have recently happened to simply be lucky. Hence, if a plan that previously was long-term oriented starts to hire managers based on short-term results, it will often find that the newly chosen manager underperforms both his own previous performance and also the manager previously managing the plan’s funds. It can, however, truly take patience to keep a skilled manager in a fund portfolio. In the authors’ simulations, skilled managers have deeper, longer, and more frequent drawdowns than many investors would expect.
is part of: The Journal of Portfolio Management
keywords: manager selection, simulations, portfolio management, multi-asset allocation
type: ScholarlyArticle

No Fear of Commitment: The Role of High-Conviction Active Management
abstract: Although the theory of active management suggests that breadth is the key to a high information ratio (IR) and thus success in active management, high conviction is another route to a high IR and one at which most investment management firms are more likely to succeed. High-conviction active managers are those that develop forecasts for a small number of securities that they are willing to hold in substantial weights. Such 'concentrated active' funds deserve serious consideration by investors building broadly diversified portfolios of managers. The authors indicate how one might conduct the fundamental analysis leading to high-conviction portfolios. The principles discussed apply equally to long-only and long–short portfolio structures, although long–short investing involves risks (and thus risk-control disciplines) that long-only managers need not worry about.
author: Matthew Scanlan
author: Laurence B. Siegel
author: Matthew H. Scanlan
date published: 2014
description: Although the theory of active management suggests that breadth is the key to a high information ratio (IR) and thus success in active management, high conviction is another route to a high IR and one at which most investment management firms are more likely to succeed. High-conviction active managers are those that develop forecasts for a small number of securities that they are willing to hold in substantial weights. Such 'concentrated active' funds deserve serious consideration by investors building broadly diversified portfolios of managers. The authors indicate how one might conduct the fundamental analysis leading to high-conviction portfolios. The principles discussed apply equally to long-only and long–short portfolio structures, although long–short investing involves risks (and thus risk-control disciplines) that long-only managers need not worry about.
is part of: The Journal of Investing
keywords: fundamental equity analysis, portfolio construction
type: ScholarlyArticle

Practical Applications of No Fear of Commitment: The Role of High-Conviction Active Management
abstract: The movement toward indexation in the past decade has left many institutional investors thinking, 'This can’t be all there is to my job. Let me learn something about active management.' In an interview with Institutional Investor Journals, Larry Siegel and Matt Scanlan urge investors to include high-conviction active managers in their portfolios and describe how to identify those with true skill. The process of building a winning portfolio of managers is akin to a high-conviction manager building a winning portfolio of a few concentrated positions, they explain. Siegel and Scanlan discuss the evolution of their thinking on this topic and reveal some personal vignettes. Siegel is Gary P. Brinson Director of Research at the CFA Institute Research Foundation and Senior Advisor to Ounavarra Capital. Scanlan is Chief Executive Officer at RS Investments .
author: Matthew Scanlan
author: Larry Siegel
author: Matt Scanlan
date published: 2014
description: The movement toward indexation in the past decade has left many institutional investors thinking, 'This can’t be all there is to my job. Let me learn something about active management.' In an interview with Institutional Investor Journals, Larry Siegel and Matt Scanlan urge investors to include high-conviction active managers in their portfolios and describe how to identify those with true skill. The process of building a winning portfolio of managers is akin to a high-conviction manager building a winning portfolio of a few concentrated positions, they explain. Siegel and Scanlan discuss the evolution of their thinking on this topic and reveal some personal vignettes. Siegel is Gary P. Brinson Director of Research at the CFA Institute Research Foundation and Senior Advisor to Ounavarra Capital. Scanlan is Chief Executive Officer at RS Investments .
is part of: Portfolio Management Research Snapshots
type: ScholarlyArticle

The Future Shock of Retirement
abstract: A BGI research study using data from the Health and Retirement Study that simulated shocks to Social Security and home equity to strip out the false sense of security those assets provide. Key findings: among the middle wealth decile, 40% of total wealth comes from Social Security and home equity; controlling for reductions in government benefits and home equity, one-half of middle class Americans stand to lose 25% of their retirement wealth compared to expectations. The study identified the 'wealth effect' - counting illiquid home equity as spendable retirement wealth - as a major source of retirement insecurity, and proposed solutions at the government, employer, and individual levels.
author: Matthew Scanlan
author: Jonathan Cohen
author: Matthew H. Scanlan
author: Matthew O'Hara
date published: 2008-04-29
description: A BGI research study using data from the Health and Retirement Study that simulated shocks to Social Security and home equity to strip out the false sense of security those assets provide. Key findings: among the middle wealth decile, 40% of total wealth comes from Social Security and home equity; controlling for reductions in government benefits and home equity, one-half of middle class Americans stand to lose 25% of their retirement wealth compared to expectations. The study identified the 'wealth effect' - counting illiquid home equity as spendable retirement wealth - as a major source of retirement insecurity, and proposed solutions at the government, employer, and individual levels.
is part of: Barclays Global Investors Research Study (not a journal publication)
keywords: retirement security, Social Security, home equity, defined contribution plans
type: ScholarlyArticle

The Retirement Benefits Crisis
abstract: Since the middle of the twentieth century, employees have reasonably expected their employers to provide a major part of the means by which they can retire. The traditional pension plan, known as the defined benefit (DB) plan, and one of the legs of the 'three-legged stool' of retirement security, is the focus of this article. All three legs of the stool are now arguably in crisis, but if you like to find encouragement in small blessings, the problems of DB plans are in principle the easiest to solve. This article examines the current crisis and makes suggestions on a plan of action to rectify it.
author: Matthew Scanlan
author: Carter M. Lyons
author: Matthew H. Scanlan
date published: 2006
description: Since the middle of the twentieth century, employees have reasonably expected their employers to provide a major part of the means by which they can retire. The traditional pension plan, known as the defined benefit (DB) plan, and one of the legs of the 'three-legged stool' of retirement security, is the focus of this article. All three legs of the stool are now arguably in crisis, but if you like to find encouragement in small blessings, the problems of DB plans are in principle the easiest to solve. This article examines the current crisis and makes suggestions on a plan of action to rectify it.
is part of: The Journal of Investing
keywords: long-term investing, retirement investing, retirement, pension funds
type: ScholarlyArticle

401k Fees Hearing: Matthew Scanlan
additional type: YouTube
creator: Matthew Scanlan
description: Matthew H. Scanlan, Managing Director of Americas Institutional Business at Barclays Global Investors, testifies at a U.S. House of Representatives Committee on Education and Labor hearing concerning 401(k) fees on October 4, 2007.
duration: 05:48
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Matthew Scanlan
description: Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
language: en
publisher: Matthew Scanlan
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About
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description: Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies. He currently serves as Strategic Operating Partner at Valeas Capital Partners and as a board director of Adams Street Partners and Exos Financial Group. He previously held CEO positions at RS Investments, Renaissance Institutional Management, and Barclays Global Investors' Americas institutional business.
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