Investment Operations
Enabling investment decisions and generating non-investment alpha
Investment Operations
TRS’ Investment Operations team serves TRS' entire Investment Management Division (IMD). We effectively balance and coordinate a sustainable & scalable way for how our people, processes, data, and technology mesh across the division and therefore enhance the IMD's investment decisions and business services. The Investment Operations team is engaged in the entire investments process from investment decision to investment book and back to investment decision. In short, no money moves without Investment Operations’ oversight.
Kendall Courtney
To enable these goals, this middle- and back office-led team coordinates investment systems and portfolio management services like:
- Securities lending
- Enhanced custody
- Custodian oversight
- Data governance and integrity
- Reporting and analytics
- Transition management
- Product development
- Trade settlement
Proxy Voting
The purpose of proxy voting is to maximize the TRS investment portfolio values over time. As a result, the TRS board of trustees approved the TRS Proxy Voting Policy (pdf), to provide guidance with regard to proxy voting. Results of past proxy voting are available through the linked online search tool. This tool enables you to search how TRS voted by either company or by meeting date. Data is available for the current year and prior six years.