Christopher Philips, Cfa Email & Phone Number

Responsible for implementing OCIO best practices and expanding business development. As part of the research team, I also conduct capital market and asset class research, investment manager due diligence, and special topical studies.

Pennsylvania, United States

Accelerated growth and achieved strategic goals as a principal leading Vanguard’s OCIO business. Oversaw 140 investment professionals in investment policy design and consulting; portfolio construction advice; asset allocation modeling; and ongoing investment management to endowment, foundation, and defined benefit clients. ✓ Transformed declining business in highly competitive industry, achieving record sales in three consecutive years and fueling 3x growth.✓ Migrated to fully open investment platform, evolved investment methodology, modernized back-office operations, and transformed front-end client portfolio modeling. ✓ Invested in technology and human capital, resulting in a 99.9% internal quality, launch of an industry-leading performance reporting platform, and client net promoter scores (NPS®) above 90. ✓ Recruited professionals that diversified client team experience and added new investment offerings including private equity, private real estate, CITs, non-proprietary investments, and derivatives.✓ Doubled annual sales in five years and expanded ESG and DE&I offers to align investments with client priorities.✓ Fostered culture of achievement with highest employee engagement scores during period of significant transformation.

Pennsylvania, United States

Led relationship management team in managing $300B book of business with institutional clients’ defined contribution, defined benefit, and corporate asset pools. Drove consistent growth by spearheading business development, investment strategy, and client retention engagements. Produced thought leadership on key investment topics; served as senior Vanguard ambassador. ✓ Transformed team’s client service focus to proactive, which increased cross-selling, bolstered relationships, and deepened penetration across client books. ✓ Championed launch of new TDF trust series and revitalized marketing content to articulate product value proposition that generated traction at launch.✓ Lowered internal business partner demand for product/investment expertise by 20% to improve client relationships and business development activities.

Pennsylvania, United States

Created, deepened, and broadened investment research across portfolio construction, asset allocation, investment strategy and behavioral finance topics to establish Vanguard as a thought leader in a competitive market. Presented to and collaborated with retail, institutional, and intermediary investors to build and manage portfolios; served as SME for special projects company-wide. ✓ Drove company forward with thought leadership and frequent presentations at conferences worldwide on product development, portfolio construction, asset allocation, and investment strategy. ✓ Vanguard ambassador for media engagements including the Wall Street Journal, Financial Times, Pension & Investment, Morningstar, Bloomberg, and NY Times. ✓ Produced research that resulted in creation of Vanguard’s Total International Bond Fund, the most successful fund launch in company history, and enhanced position/sale of Market Neutral and Real Estate Funds. ✓ Directly influenced strategy to increase exposure to international securities and set foundation for how Vanguard thinks about home bias and diversification.

Established and expanded core infrastructure including research processes, quality metrics, and strategic partners as key member of newly formed Investment Strategy Group. ✓ Facilitated the launch of a new thought leadership team at Vanguard.✓ Coordinated with Vanguard’s executive leadership team, portfolio managers, and public relations to define and build research pipeline.

Bachelor Of Arts (B.A.), Business Administration And Management, General

Education record