Press Releases

  • LG and Clearbrook Announce Strategic Investment Fund To Accelerate Global Innovation

     Targeting more than $100M USD, The Fund Will Focus on Investments in Companies That Provide Positive Impact on People and the Planet SANTA CLARA, Calif., Aug 2, 2023 — Global innovator LG Electronics and Clearbrook LLC, a global investment advisory and asset management firm with nearly two decades of experience in impact and sustainable investing, Read more…

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  • EINNEWS
    rePlant Hemp Advisors, LLC, Welcomes Clearbrook LLC As General Partner

    Clearbrook takes GP stake in group with first-to-market impact fund. In America we’re decades behind the sustainable materials revolution. To me that represents a huge opportunity to unlock the potential of industrial hemp here in the world’s strongest economy. — Michael Woods, rePlant Chair & Co-Founder / Clearbrook President & COO FLEETWOOD, PENNSYLVANIA, UNITED STATES, Read more…

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  • Clearbrook’s Recent Strategic Team Additions

    Stamford, CT – August 12, 2022 – Clearbrook has made several new hires in recent months to expand our team’s capabilities to continue to serve our clients. These hires include: Elisa Mailman: Managing Director Elisa has 33 years of experience in Hedge Fund, and alternative assets research, implementation and advising. Prior to Clearbrook, Mailman was Read more…

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  • $400 Million New Jersey Municipal Excess Liability Joint Insurance Fund Named Clearbrook as Portfolio Consultant

    NEW YORK, NY: May 12, 2020 – Clearbrook Investment Consulting, LLC (“Clearbrook”) named Portfolio Consultant for the $400 million New Jersey Municipal Excess Liability Joint Insurance Fund (MEL).  Trust, track record and flexibility were the key criteria for the MEL in selecting a Portfolio Consultant.  Fernando Garip, the Managing Director of Portfolio Strategy for Clearbrook, Read more…

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  • Dow sees biggest drop since late August after Trump trade comments

    CNBC’s Bob Pisani and Tim Ng, CIO of Clearbrook LLC, said that worries about trade are having a direct impact on the markets

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  • What Volatility Woes Mean for Hedge Funds in 2019

    Tim Ng, Clearbrook LLC chief investment officer, discusses the outlook for hedge funds in 2019 with Bloomberg’s Vonnie Quinn and Hema Parmar on “Bloomberg Markets.” (Source: Bloomberg)

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  • Bloomberg Technology
    Tim Ng Comments on BitCoin

    In today’s episode of Bloomberg technology, Clearbrook’s Chief Investment Officer, Tim Ng comments on BitCoin. “Our view on bitcoin is unchanged. The valuation has no basis, as there are no assets to back it, nor does it have the faith and full credit of a recognized entity such as a central bank. This has been Read more…

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  • Bitcoin’s First 24 Hours on Wall Street Feed Euphoria and Doubts

    Bitcoin’s triumphant debut on Wall Street hasn’t ended the financial industry’s skepticism. The new breed of futures contracts that launched on Cboe Global Markets Inc.’s exchange late Sunday quickly became a 24-hour microcosm of bitcoin’s own wild ride this year, marked by technical glitches and surging valuations. The first day left true believers cheering, yet kept Read more…

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  • Humans Beat Computers With Light Street Hedge Fund Gaining 44%

    Read Tim Ng’s comments in Bloomberg on the differences between human and computer hedge fund investment strategies. 

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  • GOP Tax Reform to Propel Small-Cap Stocks

    Read Tim Ng’s comments in Institutional Investor on how the lower corporate tax rate will prompt asset managers to shift money to smaller companies. 

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  • ETFs: Harnessing the Power of Disruptive Innovation

    Institutional investors should take a new look at Exchange Traded Funds

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  • What’s happening in trade represents real risk: Strategist

    Tim Ng of Clearbrook LLC and David Lebovitz of J.P. Morgan discuss trade issues affecting investors and the economy.

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  • Some money managers plan now for recession later

    Read Tim Ng’s comments in P&I on trends/views on investing in commercial real estate.

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  • Going global: Where experts are putting their money to work

    Watch what Tim Ng, Clearbrook’s Chief investment Officer, has to say about the firm’s views on the global and U.S. equity markets and the impact of the European elections.

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  • Chief Investment Officer
    Looking Beyond The Election

    Looking Beyond the Election: Strategy and tactics for asset allocation during the Trump administration. With GDP, inflation, and interest rates forecast to rise under Donald Trump’s presidency, many have considered the Republican alignment of the House, Senate and White House administration a green light for making policies conducive for reductions in regulations, tax cuts for Read more…

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  • Clearbrook Perspectives
    Clearbrook to Discuss the Opportunities in Alternative Assets at Agecroft Partners Hedge Fund Investor Leadership Summit

    NEW YORK, N.Y., December 05, 2016 – In an effort to provide unbiased insights about hedge funds and strategies that can enhance risk – adjusted returns for portfolios, Clearbrook LLC’ Chief Investment Officer Tim Ng will be participating on a panel at Agecroft Partners’ Hedge Fund Investor Leadership Summit in New York.

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  • Clearbrook Perspectives
    Post-Election Commentary

    An unexpected victory for Donald Trump in the U.S. presidential election resulted in equity markets selling off in the early hours. As of this writing (9:15 AM) the S&P 500 is down by approximately -1.40%, bouncing off overnight lows, which were – 5.00%.

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  • Clearbrook Perspectives
    Market Activity Update

    Selling pressure in U.S. equities and global risk markets began early last week, stemmed from downbeat economic data from China, and the surprise devaluation of its currency , the Remnibi . This in turn resulted in a rout of Asian and European markets as well as a renewed plunge in oil prices. Share s came Read more…

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  • Active Management May Start to Beat Index Funds, Analysts Tell CNBC

    Clearbrook LLC CIO Timothy NG and Bessemer Trust analyst Joe Tanious appeared on CNBC’s “Power Lunch” on Monday afternoon, to talk about why investors should start moving money from index funds, mutual funds and exchange-traded funds (ETFs) into active management. More than $900 billion has gone into index funds, including ETFs, since 2009 as investors wonder why they should risk Read more…

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  • Active vs. passive investing

    Timothy Ng, Clearbrook LLC CIO, and Joe Tanious, Bessemer Trust Principal and Investment Strategist, discuss the current market environment and what investors are looking for within passive and active management.

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  • Clearbrook Perspectives
    Clearbrook LLC’ CEO Elliott Wislar kicks off Opal Group’s Public Funds Summit East event.

    NEW YORK, N.Y., July 21, 2016 – With continued concerns of funding liabilities for beneficiaries in a world of declining returns, Clearbrook LLC’ CEO Elliott Wislar presented the Welcoming Remarks at this year’s Public Funds Summit East event titled Navigate the Future. Opal Group’s annual event in Newport, RI, began on July 18 with its Read more…

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  • Clearbrook Perspectives
    The people of the U.K. have decided to leave the European Union. The attached piece outlines Clearbrook’s perspective and outlook for the impact of “Brexit”.

    The people of the United Kingdom have voted to leave the European Union (EU). A s the political process unfolds, we anticipate the short term impact to the financial markets will be a period of uncertainty and volatility over the coming weeks and months.

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  • FIN Alternatives
    Clearbrook OCIO mandates double in the past year as outsourcing trend continues.

    Global alternative asset services provider Clearbrook LLC has announced that the number of its outsourced chief investment officer, or OCIO, mandates has doubled over the past year.

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  • Firm Has Seen More RFPs in 2016 Than for All of 2015

    NEW YORK, NY–(Marketwired – Jun 20, 2016) –  With uncertainty looming in the financial markets, Clearbrook LLC, a privately held, independent investment advisory firm, said today that it has doubled the number of OCIO client mandates over the last year as a result of an increase in investor interest for outsourced CIO services. Over the last Read more…

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  • Clearbrook LLC Doubles Client Mandates Over the Last Year

    Firm Has Seen More RFPs in 2016 Than for All of 2015 /EINPresswire.com/ — NEW YORK, NY — (Marketwired) — 06/20/16 — With uncertainty looming in the financial markets, Clearbrook LLC, a privately held, independent investment advisory firm, said today that it has doubled the number of OCIO client mandates over the last year as a Read more…

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  • Asset T.V
    Clearbrook’s Chief Investment Officer, Timothy Ng, discusses opportunities in fixed income.

    Clearbrook LLC chief investment officer Tim Ng discusses the opportunities he sees in fixed income moving into the second half of 2016.

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  • Yahoo!
    Clearbrook’s Chief Investment Officer, Timothy Ng, discusses whether CEOs are under too much pressure to protect dividends.

    Timothy Ng, Clearbrook LLC, and Ron Weiner, RDM Financial Group, discuss whether CEOs are under too much pressure to protect dividends and whether the trend is sustainable.

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  • MSN
    Clearbrook’s Chief Investment Officer, Timothy Ng, provides perspective on market moves. (MSN)

    Ernesto Ramos, BMO Global Asset Management, is putting money to work here despite earnings worries; and Timothy Ng, Clearbrook Global

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  • CNBC
    Clearbrook’s Chief Investment Officer, Timothy Ng, provides perspective on market moves.

    District Taco’s Osiris Hoil wasn’t always a successful entrepreneur. Nearly 10 years ago, he found himself with a wife and child on the way, but no job after a construction layoff. CNBC’s Kate Rogers explains how a neighbor’s nudge helped Osiris Hoil to find his inner entrepreneur.

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  • CNBC
    Clearbrook’s Chief Investment Officer, Timothy C. Ng, discusses value investing in today’s market environment.

    While the bears cry 2008, the bulls are calling this not-for-the-faint-of-heart global markets volatility an opportunity. “The markets are going to continue to do what they do well, which is cycle through the fear and greed cycle and when we hit despair is usually the time when we start to see opportunities,” Nancy Tengler, Heartland Read more…

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  • Clearbrook Perspectives
    With the S&P 500 entering a correction yesterday, investors are speculating as to the primary causes.

    The S&P 500 entered a correction yesterday, and investors are speculating as to the primary causes, with the main culprits being falling oil prices, the fall in the Chinese Yuan, and the decline in Chinese equity markets prompted by misguided governmental oversight. The global market downdraft has actually changed the market sentiment for the first Read more…

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  • Wall Street Journal
    Chief Investment Officer, Timothy Ng, outlines his concerns about China’s currency issue.

    Stocks Tumble as 2016 Goes from Bad to Worse –Recap

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  • What to expect from tech

    Discussing whether strong earnings from tech company can take the market higher, with Timothy Ng, Clearbrook LLC, and Sandy Lincoln, BMO Asset Management U.S.

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  • Clearbrook LLC Granted OCIO Contract for the Town of West Warwick, RI Pension Fund

    Over the Last 18 Months the Firm Has Seen Increased Interest From the Public Pension Sector for Customized OCIO Services That Meet Their Needs NEW YORK, NY–(Marketwired – Jul 15, 2015) –  Clearbrook LLC, a privately held, independent investment advisory firm, announced it has been selected as outsourced CIO for the Town of West Warwick Pension Read more…

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  • Clearbrook LLC Receives Two Financial Services Industry Awards

    Awards Include “Company of The Year” and “Best Customized Alternative Investment Programs” NEW YORK, NY–(Marketwired – Jul 29, 2015) – Clearbrook LLC, a privately held, independent investment advisory firm, is pleased to announce that the firm is the recipient of two industry awards for its dedication and commitment to providing customized portfolio solutions for clients seeking Read more…

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  • Fundbase gaining traction

    Fundbase, a platform for discovering, analyzing and executing alternative investments has grown to over 1,300 qualified active users. On June 1st, the first subscription to a fund was processed directly through the Fundbase platform. After launching in September 2014 as a FINMA approved, regulated Broker Dealer, Fundbase focused on building a compliant community of active fund managers Read more…

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  • Clearbrook LLC Celebrates 10 Years of Providing Customized Portfolio Solutions and Unique Manager Selection in the Alternatives Space

    Long-Term Success of the Firm Attributed to Its Commitment to Transparency and Open Architecture NEW YORK, NY–(Marketwired – Jun 10, 2015) – Clearbrook LLC, a privately held, independent advisory firm that pioneered the “transparency revolution” in the advisory space, is celebrating the 10th anniversary of the founding of the firm by CEO Elliott Wislar. Starting out with only Read more…

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  • How World Champion Sailing Techniques Can Help Your Business Chart A Successful Course

    We are about to enter the third quarter of the year and this is the time that I ask business owners to look at their numbers, their strategies and to determine what course correcting action needs to take place to finish the year strong. Often it’s simply about applying a modified game plan or simply looking at Read more…

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  • The role of hedge funds in institutional portfolios

    Despite recent high-profile exits from hedge funds and alternative investments, public pension funds are expected to be the main driver of growth in the alternatives space going forward. The combination of high interest and controversy around hedge funds and their managers has fueled the misperception of the role of a hedge fund allocation in an Read more…

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  • Clearbrook appoints Manit Rye as MD and Head of Hedged Index Strategies

    Clearbrook LLC has appointed Manit Rye as Managing Director and Head of Hedged Index Strategies. Rye will be based in the firm’s New York headquarters and report to Elliott Wislar, Chief Executive Officer of Clearbrook.   Rye will be responsible for managing and developing customised portfolio solutions for Clearbrook clients, utilizsng actively managed options on Read more…

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  • Clearbrook LLC hires head of hedged index strategies

    Opalesque Industry Update – Clearbrook LLC, a privately held, independent investment advisory firm, today announced the appointment of Manit Rye as Managing Director and Head of Hedged Index Strategies. Mr. Rye will be based in the firm’s New York headquarters and report to Elliott Wislar, Chief Executive Officer of Clearbrook. He will be responsible for Read more…

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  • Clearbrook LLC Brings on Industry Veteran Manit Rye as Managing Director and Head of Hedged Index Strategies

    NEW YORK, NY–(Marketwired – Jan 28, 2015) –  Clearbrook LLC, a privately held, independent investment advisory firm, today announced the appointment of Manit Rye as Managing Director and Head of Hedged Index Strategies. Mr. Rye will be based in the firm’s New York headquarters and report to Elliott Wislar, Chief Executive Officer of Clearbrook. He Read more…

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  • Clearbrook LLC Announces Re-Branding Initiative

    NEW YORK, NY–(Marketwired – Nov 18, 2014) – Clearbrook LLC, a privately held, independent investment advisory firm, is pleased to announce the launch of a new brand interface that reflects the evolution and enhancement of the firm’s services for institutional investors. As part of the brand re-launch, Clearbrook has introduced a new logo, marketing collateral, and Read more…

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  • Clearbrook LLC appoints Leslie Billet as managing director

    Clearbrook LLC has appointed Leslie E Billet as managing director, responsible for providing investment advisory services to institutional and high net worth clients of the firm. Billet will be based in the firm’s New York headquarters and will report to Elliott Wislar, chief executive of Clearbrook. Billet brings over 32 years of experience to Clearbrook. She Read more…

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  • Outsourcing the CIO Role: A Rigorous Exercise in Matchmaking

    In an increasingly complex environment of regulatory mandates and investment options, endowments, foundations and pension plans are taking a tack widely accepted in the post-trade communications market: outsourcing the critical functions of a chief investment officer. “They [asset owners] can easily create an investment policy — what they will or won’t invest in — but when it comes Read more…

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  • Clearbrook LLC Names New Chief Risk Officer

    Clearbrook LLC, a privately held, independent investment management firm, has appointed Jay Tubianosa as chief risk officer. Tubianosa will be responsible for for centralizing existing functions and identifying and managing risk across all client portfolios and Clearbrook service offerings. He will also identify, propose and implement enhancements to the management and monitoring of risk. Tubianosa Read more…

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  • Hedge Fund Transformation, Part 2: Cloud, Communication & Control

    In Part 1 of our Transformation of IT seminar recap, we shared what our expert panel discussed relative to evaluating outsourced solutions and leveraging technology solutions. Our panel included Vinod Paul, Managing Director, and Steve Schoener, Vice President, at Eze Castle Integration, John Budzyna, Managing Director, and Dave Messier, Director, at KPMG, Timothy Ng, Managing Principal Read more…

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  • Clearbrook promotes 3, including first CIO

    Three executives have been promoted at Clearbrook LLC, said company spokeswoman Rosalia Scampoli. Timothy C. Ng, head of research, was promoted to chief investment officer. He was replaced by Mark Hong as head of research. In addition, Jay Tubianosa was appointed chief risk officer. Messrs. Ng’s and Tubianosa’s positions are new. Messrs. Hong and Tubianosa were senior research analysts Read more…

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  • Clearbrook LLC Strengthens Research and Risk Management Capabilities to Accommodate Growth

    The Firm Repositions Senior Investment Team by Promoting Three Professionals With an Average 25 Years in the Financial Services Industry NEW YORK, NY–(Marketwired – Jun 4, 2014) – Clearbrook LLC, a privately held, independent investment management firm, today announced three key appointments. Timothy C. Ng has been appointed to the role of Chief Investment Officer. In Read more…

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  • Clearbrook LLC Adds Thomas E. Deegan From Stamford Police Pension Board to Senior Management Position as Managing Director

    Veteran Executive Joins Seasoned Team of Professionals to Further Enhance the Firm’s Collaborative Approach to Achieving Client’s Investment Objectives NEW YORK, NY–(Marketwired – May 9, 2014) – Clearbrook LLC, a privately held, independent investment management firm, today announced the appointment of Thomas E. Deegan as Managing Director. He will be responsible for overseeing the relationships and operational Read more…

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  • Clearbrook LLC names new managing director

    Clearbrook LLC, US based Investment management firm, has appointed Leslie Billet as managing director, responsible for providing consulting services to the firm’s institutional clients, according to FINalternatives. In his new role, Billet will be based in the firm’s New York headquarters and report to Clearbrook CEO Elliott Wislar. Billet will be responsible for providing investment Read more…

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  • Clearbrook LLC Expands Business Development and Marketing Team

    NEW YORK, NY–(Marketwired – Aug 7, 2013) – Clearbrook LLC, a privately held, independent investment management firm, today announced the expansion of their business development and marketing team with the addition of two senior industry professionals to continue to build out the Clearbrook offering for the institutional investment sector. Michael Mahoney, an industry veteran with over 30 Read more…

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  • Clearbrook Global names managing director

    Leslie E. Billet was named managing director at Clearbrook LLC, according to spokeswoman Rosalia Scampoli. The position is new. Ms. Billet will be part of the investment consulting firm’s senior investment team, responsible for providing investment advisory services to Clearbrook’s institutional and high-net-worth clients. She will report to Elliott Wislar, CEO of Clearbrook. Prior to joining Clearbrook, Read more…

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  • The Power of Tail Risk. Not to be underestimated in an institutional portfolio

    fter living through the market debacles of the past few years including the market crash of 2008, the “flash crash”, and European sovereign debt crisis, risk and its mitigation have become an important consideration for asset owners, including pension funds, endowments and foundations. The most important components of risk management are the identification and understanding Read more…

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