Carmen A. Heredia-Lopez

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Finance

Consumer Services

Profil

Ms. Carmen A. Heredia-Lopez, CFA MBA, is Chief Investment Officer at Public School Teachers Retirement Fund of Chicago.
Prior to joining CTPF, Ms. Heredia-Lopez was employed as a Portfolio Manager by Fortaleza Asset Management, Inc. Ms. Heredia-Lopez received her undergraduate degree major in international management and marketing, Magna Cum Laude, from Georgetown University and her International MBA from The University of Chicago.

Anciens postes connus de Carmen A. Heredia-Lopez

Sociétés	Poste	Fin
Public School Teachers Retirement Fund of Chicago Public School Teachers Retirement Fund of Chicago Investment ManagersFinance The Public School Teachers Retirement Fund of Chicago (CTPF) invests across a broad range of asset classes including: (1) large-cap index (2) large-cap core (3) large-cap value (4) large-cap growth (5) mid-cap index (6) mid-cap core (7) small-cap index (8) small-cap value (9) small-cap growth (10) all-cap equity (11) international equity (12) private equity (13) public REITs (14) private real estate (15) infrastructure (16) hedge funds (17) fixed-income index (18) fixed-income core investment grade (19) fixed-income opportunistic and (2) cash equivalents. CTPF's asset allocation policy targets an allocation of 62.5% of the fund's assets to investments in the public equity sector. To increase diversification benefits while maintaining a core position in equities, approximately 40% of their domestic equity investments are allocated to equity index funds, with the remaining assets allocated to active equity managers. To further improve diversification, CTPF targets a commitment of 9% of the fund's total assets to small-cap equities and 22% to international equities. They strive to invest at least 3.5% of their assets in mid-cap equities, up to 30% in the emerging markets or lesser developed countries, 3% in the private equity sector, 2% in the infrastructure sector, 2% in hedge funds, 2.5% in public REITs, 6.5% in private real estate sector and 19.5% in fixed-income securities. To increase diversification while maintaining a core position in fixed-income securities, 55% to 60% of the fund's domestic fixed-income investments are allocated to bond index funds, with the remaining portion allocated to core investment grade and opportunistic managers. CTPF allocates 2% of the fund's total assets to cash equivalents or short-term fixed-income securities to meet the fund's benefits and expense requirements.	Directeur en chef des Investissements	30/11/2014
Fortaleza Asset Management, Inc. Fortaleza Asset Management, Inc. Investment ManagersFinance Fortaleza Asset Management specializes in the management of small-, mid-, and large-cap US growth stock portfolio for institutional clients. They tend to invest in the consumer discretionary, electronic technology, technology services and health technology sectors. The firm maintains a medium turnover rate.	Gestionnaire de Portefeuille-Actions	31/05/2006

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Fortaleza Asset Management, Inc. Fortaleza Asset Management, Inc. Investment ManagersFinance Fortaleza Asset Management specializes in the management of small-, mid-, and large-cap US growth stock portfolio for institutional clients. They tend to invest in the consumer discretionary, electronic technology, technology services and health technology sectors. The firm maintains a medium turnover rate.	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Public School Teachers Retirement Fund of Chicago Public School Teachers Retirement Fund of Chicago Investment ManagersFinance The Public School Teachers Retirement Fund of Chicago (CTPF) invests across a broad range of asset classes including: (1) large-cap index (2) large-cap core (3) large-cap value (4) large-cap growth (5) mid-cap index (6) mid-cap core (7) small-cap index (8) small-cap value (9) small-cap growth (10) all-cap equity (11) international equity (12) private equity (13) public REITs (14) private real estate (15) infrastructure (16) hedge funds (17) fixed-income index (18) fixed-income core investment grade (19) fixed-income opportunistic and (2) cash equivalents. CTPF's asset allocation policy targets an allocation of 62.5% of the fund's assets to investments in the public equity sector. To increase diversification benefits while maintaining a core position in equities, approximately 40% of their domestic equity investments are allocated to equity index funds, with the remaining assets allocated to active equity managers. To further improve diversification, CTPF targets a commitment of 9% of the fund's total assets to small-cap equities and 22% to international equities. They strive to invest at least 3.5% of their assets in mid-cap equities, up to 30% in the emerging markets or lesser developed countries, 3% in the private equity sector, 2% in the infrastructure sector, 2% in hedge funds, 2.5% in public REITs, 6.5% in private real estate sector and 19.5% in fixed-income securities. To increase diversification while maintaining a core position in fixed-income securities, 55% to 60% of the fund's domestic fixed-income investments are allocated to bond index funds, with the remaining portion allocated to core investment grade and opportunistic managers. CTPF allocates 2% of the fund's total assets to cash equivalents or short-term fixed-income securities to meet the fund's benefits and expense requirements.	Finance
Georgetown University Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services