MIO (and related entities) is an indirect, wholly-owned subsidiary of McKinsey & Company and was formed in the early 1980s to provide asset management services for McKinsey’s retirement plan. Over time, we have expanded to support after-tax investments by McKinsey’s current and former partners, primarily by making available funds already offered in the retirement plan.  Our aim was to provide partners with convenient, time-saving investment options, including access to alternative investments.

Today, we are a company of approximately 200 people managing retirement and after-tax investments for roughly 30,000 current and former McKinsey employees. A key element of our operating model is that we operate at-cost, generating no profit for either MIO or McKinsey. Our incentives are aligned with those of our investors due to significant management participation in the funds.

Investment Management

Retirement

MIO Partners, Inc.

Basil Williams

Israel Bryski

Anthony Pasquariello

Anand Mishra

Adam Lipin

Mark Salzberg

Matthew Kelly

Kevin Clancy

Dave Azad

Tara Lovanio (Arnold)

Ajay Srivatsavai

Marius Briem

Rohit Chaudhary

The Investment Analysis and Portfolio Management team at MIO Partners, Inc. is responsible for managing and optimizing investment portfolios for McKinsey's retirement and after-tax assets. This team conducts in-depth quantitative research, analyzes market trends, and employs risk management strategies to ensure sustainable growth while aligning their interests with the investors they serve. Additionally, they provide expert guidance on various investment vehicles, including alternative investments, to enhance the value and performance of the fund offerings.

Investment Analysis and Portfolio Management

Technology and Data

Finance and Accounting

Investment Analysis and Portfolio Management

About

Team members

Other teams at MIO Partners, Inc.

Technology and Data

Finance and Accounting