Donell Ward
Director
Mr. Ward is a Director in Segal Marco Advisors’ Alpha Investment Research Group, based in Chicago. He has several decades of investment research experience. Mr. Ward is primarily responsible for the recommendation and monitoring of investment strategies for the various types of plan sponsors. He conducts ongoing quantitative and qualitative analysis of individual strategies and coordinates all aspects of the investment due diligence process, including working with current and prospective managers with an emphasis on equity long-only products. As a senior member of the team, he is heavily involved in the coaching and mentoring of the junior analysts on the team and in constant collaboration with fellow senior members on the team in collaboration of projects, specific work task and other related work priorities.
Mr. Ward is currently a member of Segal Marco Advisors’ Environmental, Social and Governance (ESG) and Diversity Investing Working Group (DIWG) committees, with a primary emphasis on integrating ESG and Diversity, Equity and Inclusion (DEI) elements within research due diligence practices and to advance the opportunity set for clients’ portfolios. Mr. Ward also participates in Segal Workforce 2023, an initiative seeking to enhance the career development process with a dedicated focus towards opportunity equity between employees and management as it relates to DEI. He is also a member of Segal’s initiative called NEXT (National Exposure and X-Training), a professional development group for every non-officer at Segal who is interested in developing consulting skills, as well as networking and cross-training with their peers. And most recently, Mr. Ward joined the Segal business resource group (BRG) for folks of color, an umbrella group currently being formed to discuss common work environment issues and to work on common DEI strategies and goals. In addition, there is an affinity group being formed called the Black/AA Affinity Group, under the umbrella of the BRG, to serve as a space where folks from the same community can meet, discuss and address DEI issues specific to their communities.
Prior to joining Segal Marco Advisors, Mr. Ward worked for SEI – Capital Resources Consultant division as a senior analyst within the performance measurement team. The primary role consists of reconciling custodial and investment manager data of the various client plans.
Mr. Ward received his BA from Lewis University and his MBA from the Keller Graduate School of Management.
Read insights from Donell
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
August 26, 2022
Understanding Manager Styles in Growth Investing
Equity markets have entered bear market territory, with the Russell 1000 Index down over -20 percent through the first half of the year.
Contact Donell
Leadership
Donell Ward
Director
Mr. Ward is a Director in Segal Marco Advisors’ Alpha Investment Research Group, based in Chicago. He has several decades of investment research experience. Mr. Ward is primarily responsible for the recommendation and monitoring of investment strategies for the various types of plan sponsors. He conducts ongoing quantitative and qualitative analysis of individual strategies and coordinates all aspects of the investment due diligence process, including working with current and prospective managers with an emphasis on equity long-only products. As a senior member of the team, he is heavily involved in the coaching and mentoring of the junior analysts on the team and in constant collaboration with fellow senior members on the team in collaboration of projects, specific work task and other related work priorities.
Mr. Ward is currently a member of Segal Marco Advisors’ Environmental, Social and Governance (ESG) and Diversity Investing Working Group (DIWG) committees, with a primary emphasis on integrating ESG and Diversity, Equity and Inclusion (DEI) elements within research due diligence practices and to advance the opportunity set for clients’ portfolios. Mr. Ward also participates in Segal Workforce 2023, an initiative seeking to enhance the career development process with a dedicated focus towards opportunity equity between employees and management as it relates to DEI. He is also a member of Segal’s initiative called NEXT (National Exposure and X-Training), a professional development group for every non-officer at Segal who is interested in developing consulting skills, as well as networking and cross-training with their peers. And most recently, Mr. Ward joined the Segal business resource group (BRG) for folks of color, an umbrella group currently being formed to discuss common work environment issues and to work on common DEI strategies and goals. In addition, there is an affinity group being formed called the Black/AA Affinity Group, under the umbrella of the BRG, to serve as a space where folks from the same community can meet, discuss and address DEI issues specific to their communities.
Prior to joining Segal Marco Advisors, Mr. Ward worked for SEI – Capital Resources Consultant division as a senior analyst within the performance measurement team. The primary role consists of reconciling custodial and investment manager data of the various client plans.
Mr. Ward received his BA from Lewis University and his MBA from the Keller Graduate School of Management.
Read insights from Donell
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
August 26, 2022
Understanding Manager Styles in Growth Investing
Equity markets have entered bear market territory, with the Russell 1000 Index down over -20 percent through the first half of the year.
Contact Donell
Leadership
Donell Ward
Director
Contact Donell
Mr. Ward is a Director in Segal Marco Advisors’ Alpha Investment Research Group, based in Chicago. He has several decades of investment research experience. Mr. Ward is primarily responsible for the recommendation and monitoring of investment strategies for the various types of plan sponsors. He conducts ongoing quantitative and qualitative analysis of individual strategies and coordinates all aspects of the investment due diligence process, including working with current and prospective managers with an emphasis on equity long-only products. As a senior member of the team, he is heavily involved in the coaching and mentoring of the junior analysts on the team and in constant collaboration with fellow senior members on the team in collaboration of projects, specific work task and other related work priorities.
Mr. Ward is currently a member of Segal Marco Advisors’ Environmental, Social and Governance (ESG) and Diversity Investing Working Group (DIWG) committees, with a primary emphasis on integrating ESG and Diversity, Equity and Inclusion (DEI) elements within research due diligence practices and to advance the opportunity set for clients’ portfolios. Mr. Ward also participates in Segal Workforce 2023, an initiative seeking to enhance the career development process with a dedicated focus towards opportunity equity between employees and management as it relates to DEI. He is also a member of Segal’s initiative called NEXT (National Exposure and X-Training), a professional development group for every non-officer at Segal who is interested in developing consulting skills, as well as networking and cross-training with their peers. And most recently, Mr. Ward joined the Segal business resource group (BRG) for folks of color, an umbrella group currently being formed to discuss common work environment issues and to work on common DEI strategies and goals. In addition, there is an affinity group being formed called the Black/AA Affinity Group, under the umbrella of the BRG, to serve as a space where folks from the same community can meet, discuss and address DEI issues specific to their communities.
Prior to joining Segal Marco Advisors, Mr. Ward worked for SEI – Capital Resources Consultant division as a senior analyst within the performance measurement team. The primary role consists of reconciling custodial and investment manager data of the various client plans.
Mr. Ward received his BA from Lewis University and his MBA from the Keller Graduate School of Management.
Read insights from Donell
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
August 26, 2022
Understanding Manager Styles in Growth Investing
Equity markets have entered bear market territory, with the Russell 1000 Index down over -20 percent through the first half of the year.
Leadership
Donell Ward
Director
Contact Donell
Mr. Ward is a Director in Segal Marco Advisors’ Alpha Investment Research Group, based in Chicago. He has several decades of investment research experience. Mr. Ward is primarily responsible for the recommendation and monitoring of investment strategies for the various types of plan sponsors. He conducts ongoing quantitative and qualitative analysis of individual strategies and coordinates all aspects of the investment due diligence process, including working with current and prospective managers with an emphasis on equity long-only products. As a senior member of the team, he is heavily involved in the coaching and mentoring of the junior analysts on the team and in constant collaboration with fellow senior members on the team in collaboration of projects, specific work task and other related work priorities.
Mr. Ward is currently a member of Segal Marco Advisors’ Environmental, Social and Governance (ESG) and Diversity Investing Working Group (DIWG) committees, with a primary emphasis on integrating ESG and Diversity, Equity and Inclusion (DEI) elements within research due diligence practices and to advance the opportunity set for clients’ portfolios. Mr. Ward also participates in Segal Workforce 2023, an initiative seeking to enhance the career development process with a dedicated focus towards opportunity equity between employees and management as it relates to DEI. He is also a member of Segal’s initiative called NEXT (National Exposure and X-Training), a professional development group for every non-officer at Segal who is interested in developing consulting skills, as well as networking and cross-training with their peers. And most recently, Mr. Ward joined the Segal business resource group (BRG) for folks of color, an umbrella group currently being formed to discuss common work environment issues and to work on common DEI strategies and goals. In addition, there is an affinity group being formed called the Black/AA Affinity Group, under the umbrella of the BRG, to serve as a space where folks from the same community can meet, discuss and address DEI issues specific to their communities.
Prior to joining Segal Marco Advisors, Mr. Ward worked for SEI – Capital Resources Consultant division as a senior analyst within the performance measurement team. The primary role consists of reconciling custodial and investment manager data of the various client plans.
Mr. Ward received his BA from Lewis University and his MBA from the Keller Graduate School of Management.
Read insights from Donell
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
August 26, 2022
Understanding Manager Styles in Growth Investing
Equity markets have entered bear market territory, with the Russell 1000 Index down over -20 percent through the first half of the year.
Leadership
Donell Ward
Director
Contact Donell
Mr. Ward is a Director in Segal Marco Advisors’ Alpha Investment Research Group, based in Chicago. He has several decades of investment research experience. Mr. Ward is primarily responsible for the recommendation and monitoring of investment strategies for the various types of plan sponsors. He conducts ongoing quantitative and qualitative analysis of individual strategies and coordinates all aspects of the investment due diligence process, including working with current and prospective managers with an emphasis on equity long-only products. As a senior member of the team, he is heavily involved in the coaching and mentoring of the junior analysts on the team and in constant collaboration with fellow senior members on the team in collaboration of projects, specific work task and other related work priorities.
Mr. Ward is currently a member of Segal Marco Advisors’ Environmental, Social and Governance (ESG) and Diversity Investing Working Group (DIWG) committees, with a primary emphasis on integrating ESG and Diversity, Equity and Inclusion (DEI) elements within research due diligence practices and to advance the opportunity set for clients’ portfolios. Mr. Ward also participates in Segal Workforce 2023, an initiative seeking to enhance the career development process with a dedicated focus towards opportunity equity between employees and management as it relates to DEI. He is also a member of Segal’s initiative called NEXT (National Exposure and X-Training), a professional development group for every non-officer at Segal who is interested in developing consulting skills, as well as networking and cross-training with their peers. And most recently, Mr. Ward joined the Segal business resource group (BRG) for folks of color, an umbrella group currently being formed to discuss common work environment issues and to work on common DEI strategies and goals. In addition, there is an affinity group being formed called the Black/AA Affinity Group, under the umbrella of the BRG, to serve as a space where folks from the same community can meet, discuss and address DEI issues specific to their communities.
Prior to joining Segal Marco Advisors, Mr. Ward worked for SEI – Capital Resources Consultant division as a senior analyst within the performance measurement team. The primary role consists of reconciling custodial and investment manager data of the various client plans.
Mr. Ward received his BA from Lewis University and his MBA from the Keller Graduate School of Management.
Read insights from Donell
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
August 26, 2022
Understanding Manager Styles in Growth Investing
Equity markets have entered bear market territory, with the Russell 1000 Index down over -20 percent through the first half of the year.
