JKMilne Asset Management Makes Money Managers List for 11th Year in a Row


JKMilne Asset Management has been added to Pensions & Investments’ (P&I) report — on the largest managers of U.S. institutional tax-exempt assets — for the 11th consecutive year.

The international newspaper of money management profiled hundreds of investment management firms to compile its comprehensive list. P&I staff analyzed data from the firms’ answers to an online questionnaire and follow-up emails and phone calls, ultimately adding JKMilne to the 445th spot in the main ranking — worldwide institutional assets under management — out of 526 companies.

“Four decades ago, I set out to help clients manage money, and now JKMilne is a renowned firm making impacts like those of BlackRock, Vanguard and Fidelity Investments. We continue to set and exceed our goals and never cease to be humbled by recognitions, such as these,” said President John Milne.

The 2019 Largest Money Managers Issue — the 46th report of its kind, complete with ranked money managers and listings by asset class and investment strategy — was released on May 27th and is available via subscription (free to plan executives) at PIOnline.com/ResearchCenter. P&I is associated with Crain, one of the largest privately owned business media companies with 55 leading business, trade and consumer brands in North America, Europe and Asia.

For the first time, P&I asked all profiled businesses about assets managed for 529 plans and health savings accounts, added China as a stand-alone region, asked all profiled businesses about specific ESG mandates and added a question on impact reporting. All information, except where noted, is as of December 31st. An online special report on investment outsourcing will be published on June 24th, and managers of defined contribution assets will be highlighted on July 22nd. An in-depth report on real estate managers will also be released on September 30th, and data from this report will be used in a ranking of the largest managers in the world, which will be published on October 28th.

JKMilne Assessment Management is an employee-owned investment adviser firm registered with the Securities and Exchange Commission that manages key components of bond risk to produce higher relative returns at volatility below that of the market. It manages pension funds, charitable endowments, foundations, public funds, defined contribution plans, college and university funds, and health care. JKMilne’s main office is at 1520 Royal Palm Square Boulevard, Suite 210, Fort Myers, FL 33919. Call (239) 936-3430. Online at JKMilne.com.