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LFG Proving Portfolio Leadership is the RCA

LFG has proven without a doubt that portfolio sales and engineering leadership has led to losing market share. With more portfolio AEs and SEs as a result of LFG, the numbers look worse than ever before. We have no specialists to call and come in to sell, demo, and design.

#Leadership #PortfolioManagement #MarketShare #Sales

Jana Partners Pushing for Change Again

Jana Partners sent a letter to Fiserv Board of Directors stating in short that they're not comfortable with insufficient changes to remediate governance issues and want further "board change".

Jana supports the same of our debit network and also calls for comprehensive review of the entire asset portfolio.

#BoardOfDirectors #Governance #InstitutionalInvestor #PortfolioManagement #Change

Rock the BOET?

Any insight on what's cooking?

Pretty clear that there is no need for Project Managers anymore, and that they are rapidly phased out, together with the Portfolio Manager level of directors.

Feels like the operations side will be on the front burner, with focus on finding areas that can be made more efficient (i.e., layoffs).

#ProjectManagement #PortfolioManagement #Layoffs #Efficiency #Operations

Capital Management Performance Review--time for PIPs

Capital Management is off to a horrendous 2026. Time for several PIPs for Fund Managers and Analysts. Time to eliminate quarterly unfair bonuses and time to clean house.

Morningstar Percentile Rankings 3/31/26

Name Total Return Rank in Category (YTD)
MoA Intermediate Bond Fund 95th Percent
MoA Retirement Income Fu... 93rd Percent
MoA Clear Passage 2025 Fu... 87th Percent
MoA Clear Passage 2020 Fu... 87 Percent
MoA Clear Passage 2030 Fu... 83 Percent
MoA Core Bond Fund 78 Percent
MoA Clear Passage 2035 Fu... 76 Percent
MoA Catholic Values Index ... 72 Percent
MoA Small Cap Value Fund 71 Percent
MoA Conservative Allocatio... 68 Percent
MoA Clear Passage 2040 Fu... 67 Percent
MoA Mid Cap Value Fund 62 Percent
MoA Clear Passage 2045 Fu... 60 Percent
MoA Clear Passage 2050 Fu... 57 Percent
MoA Equity Index Fund 57 Percent
MoA Clear Passage 2055 Fu... 53 Percent
MoA Clear Passage 2060 Fu... 47 Percent

Morningstar as of 4/27/26

MoA Clear Passage 2020 Fund
100 the Percentile (The Worst)

MoA Retirement Income Fund
97th

MoA Intermediate Bond Fund
96 th

MoA Core Bond Fund
95 the

MoA Clear Passage 2025 Fund
89 th Percentile

MoA Clear Passage 2030 Fund
84 th

MoA Clear Passage 2030 Fund
83 th

MoA Clear Passage 2035 Fund
81 th

MoA Clear Passage 2040 Fund
81 th

MoA Clear Passage 2050 Fund
78 th

MoA Clear Passage 2060 Fund
77 th

MoA Dividend Growth Fund
67 th

MoA Stock Fund
62th

MoA Conservative Allocation Fund
61th

MoA Clear Passage 2015 Fund
56th

MoA Clear Passage Aggressive Fund
52th

MoA Small Cap Value Fund
50th

MoA Mid Cap Value Fund
49th

MoA Growth Fund
44th

MoA Global Equity Fund
41th

MoA Core Plus Bond Fund
37th

MoA Small Cap Growth Fund
31th

MoA Aggressive Allocation Fund
38th

MoA Aggressive Allocation Fund
29th

#PerformanceReview #PIP #Bonus #Investment #PortfolioManagement

TCS is generouns - see other firms who sacked thousands silently

Tech Mahindra cut 10,669 positions for “portfolio rebalancing.” Oracle India reduced over 100 roles in September 2025 to support its “AI-driven product strategy.” HCLTech shed 8,080 employees largely due to divestitures and realignments. Accenture’s global cuts of 11,000 roles included a significant impact on India, aimed at “reinvesting in AI and digital transformation.”

Cognizant eliminated 3,500 positions globally to “simplify organisation and improve delivery speed.” IBM India dropped around 1,000 roles during its pivot to hybrid cloud and AI, while Capgemini India cut 800 jobs to align with “evolving client demand.”

#PositionElimination #Cuts #PortfolioManagement #India #AI