ESG Investment Consulting
Chris Tobe, CFA, CAIA, is a globally recognized leader in governance, particularly transparency and combating corruption within U.S. state and local government pension plans and investment practices at large. His expertise extends to state-regulated insurance products, advocating for fiduciary standards to protect pensioners, investors, and taxpayers.
Transparency and Governance Advocacy:
- Chris serves on the London-based Transparency Task Force, where he actively promotes transparency and accountability in investment practices worldwide.
- As the founding chair of the Kentucky chapter of Represent US, Chris fights against corruption in government and advocates for ethical and transparent investment practices.
Authorship and Advocacy:
- Chris has authored four books and numerous articles focusing on transparency and corruption in investments, including “Kentucky Fried Pensions” and “Public Pensions Secret Investments.”
- His work has garnered attention from Pulitzer Prize winners and influential journalists, including Gretchen Morgenson of The New York Times and Matt Taibbi of Rolling Stone.
- Chris collaborates with prominent journalists such as Neil Weinberg of Bloomberg, David Sirota of The Young Turks, Travis Waldren of The Huffington Post, and Gary Rivlin of The Intercept, to shed light on public pension corruption and advocate for reform.
Expertise and Legal Work:
- Chris provides legal expert testimony and consulting services in areas related to investment corruption and excessive fees in both public and corporate pension plans.
- He leverages his deep understanding of pension fund governance and investment practices to advocate for fair and transparent investment strategies that prioritize the interests of pensioners and taxpayers.
Chief Investment Officer Role:
- As the Chief Investment Officer for a minority woman-owned pension consulting firm based in New Orleans, the Hackett Group, Chris provides project consulting services to various public pensions, leveraging his expertise to enhance their investment practices.
Chris Tobe’s commitment to transparency, governance, and ethical investing makes him a leading advocate for ESG principles within the investment consulting industry. Through his advocacy, writing, and consulting work, Chris continues to drive positive change, promoting sustainable and responsible investment practices for the benefit of pensioners, investors, and society as a whole.
Publications
ARTICLES
- Transparency Times – CFA Standards September 2016 https://issuu.com/andyagathangelou/docs/the_transparency_times_edition__5_s
- http://www.marketwatch.com/story/why-guided-architecture-at-banks-is-so-misguided-2014-11-21
- http://www.marketwatch.com/story/in-banks-we-used-to-trust-2014-08-25
- http://www.marketwatch.com/story/future-of-finance-project-is-a-good-start-2013-03-28
- http://www.marketwatch.com/story/sec-whistleblower-fund-3000-tips-little-payout-2013-02-06
- Investment Ethics: It’s Good Business by Chris Tobe, CFA and J. Todd Taylor CFA, CPA June 1998
- Mutual Fund Directors Governance Changes In U.S. For Independent Directors Could Improve Performance And Lower Costs Corporate Governance – An International Review, January, 2000 Used in World Bank Training at
http://info.worldbank.org/etools/docs/library/156006/pillars/pdfs/bib/tobe.pdf http://papers.ssrn.com/sol3/papers.cfm?abstract_id=192531
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