Membership engages leading professionals in public and private pensions, endowments and foundations. Membership also engages the international leaders in the business of investment, particularly in the area of alternatives. Historically our core members have been public pension funds. While that remains the core emphasis, we have since broadened the category to include other major players in international capital markets such as endowments, foundations and sovereign funds.

Membership Policy

This policy outlines the organization’s expectations, processes and practices regarding membership selection and annual renewal. Throughout, it is the intention of the Pacific Pension Institute to ensure a high level of intellectual exchange via member participation at senior levels of expertise and insight about international markets, especially regarding the Asia-Pacific region.

PPI Membership Categories

• Pension funds, sovereign funds, plan sponsors, endowments, foundations and family offices with an international focus and intended executive-level representation at PPI activities by the chief investment officer, senior portfolio manager or trustee. Members in this category are entitled to four representatives per roundtable.
• Institutional investment houses and consultancies with an international focus and intended representation by asset managers and/or senior-level executives with standing equivalent to chief executive/chief operating officer/partner, vice president or managing director. Members in this category are entitled to two representatives per roundtable and to one if a roundtable is heavily subscribed.
• Individual members or Friends who are recognized in their field and who have professional stature and influence within institutional investment circles.
• Honorary members who are individuals of exceptional professional standing or institutions with the equivalent of nonprofit, association or multilateral classification.
• Lifetime members who are recognized for their commitment and contribution to PPI.

Membership Objectives

Membership is extended to influential players in international capital markets; to institutional investors with specific interest in the Asia-Pacific. Participation in each roundtable is limited to four representatives per pension or sovereign fund/plan sponsor/endowment/foundation member and two per corporate member. Membership is reviewed annually and renewed based on the quality of the member’s participation in and commitment to PPI’s fiduciary educational activities.

In terms of numbers, PPI will maintain a balance between fund/plan sponsors/endowments/foundations and corporate members. In terms of geography, the membership will reflect a balance between North America and Asia-Pacific representation. Membership also shall include key players domiciled in the Middle East, South America and Europe.

Membership Criteria

The following shall inform the process for membership selection and annual renewals:

• Demonstrated willingness to participate at a senior level equivalent to chief investment officer and chief executive/chief operating officer
• Demonstrated ability to contribute to the organization’s educational activities, including roundtable dialogues
• Endorsement of the organization’s mission to provide fiduciary education and the goal of providing the same in a marketing-free roundtable environment
• Ongoing support for and commitment to overall sound institutional fiduciary management and prudent investment

Membership Selection

The Membership Committee elects, and the Board of Directors ratifies new members semiannually. Membership is reviewed annually. A prospective member can be proposed by a member or self-nominated.

Whether nominated by a member or self-nominated, it is expected that the applicant will provide a formal letter expressing specific interests. The letter should reference the applicant’s: 1) professional interest in the Asia Pacific; 2) commitment to the PPI mission of providing fiduciary education through dialogue and exchange; and 3) willingness and ability to participate in PPI peer-to-peer dialogues on the outlook for international markets.

For additional information about membership please inquire at info@pacificpension.org.