Pacific Global Advisors LLC

Pacific Global Advisors (PGA) provides innovative and customized investment and risk management solutions to pension plans and other institutional investors. Clients include:

  • Defined benefit pension plans
  • Defined contribution pension plans
  • Nuclear decommissioning trusts (NDTs)
  • Voluntary employees’ beneficiary associations (VEBAs)
  • Other institutional investors

In July 2011, Pacific Global Advisors completed the purchase of J.P. Morgan’s North American Pension Advisory Group, an acknowledged innovator in the provision of customized investment and risk management solutions for institutional investors.

Pacific Global Advisors is a wholly-owned subsidiary of Pacific Life Insurance Company, and is a registered investment advisor and QPAM (Qualified Professional Asset Manager), managing assets on both a discretionary and non-discretionary basis.

Recent Updates

February 20, 2012 – Pacific Global Advisors moves to new headquarters at 535 Madison Avenue, NYC.

September 28, 2011 – Pacific Global Advisors’ Guy Coughlan wins prize for longevity modeling from North American Actuarial Journal.

August 1, 2011– Pacific Global Advisors Acquires Pension Advisory Group from JPMorgan Chase

Regulatory Updates

Leadership & Innovation

  • DOL Advisory Opinion 2006-08A which opened the door to Liability-Driven Investment (LDI) solutions in the U.S.
  • LifeMetrics Longevity Toolkit (2007)
  • Pioneer in Liability-Driven Investment (LDI) strategies for U.S. pension plans
  • Private Letter Ruling on pension risk transfers (2007)
  • World’s first capital markets longevity swap (2008)