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Charles Hodge, CIMA

Principal and Investment Consultant
Dallas, TX, US

Tel: +1 214 8635117

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Professional Designations

  • Certified Investment Management Analyst (CIMA)
  • NASD and SEC Licenses: Series 6, 7, 63, 65

Education

  • BA, Economics, University of Texas at Austin

Current Responsibility

Charles Hodge is an investment consultant in the Dallas office of Milliman. He has worked with investments for more than 20 years and has been an institutional investment consultant since 1991. Charles joined Milliman in 2000.

Experience

Charles has helped defined benefit, defined contribution, endowment, foundation and PEB trust clients find investment solutions through:

  • Fiduciary collaboration to develop procedures, controls, and investment policy
  • Investment menu design and manager selection, monitoring and due diligence
  • Asset liability modeling
  • Funding study analysis
  • Asset allocation and Liability Driven Investments strategy development
  • Custom model portfolio and target date option construction
  • Vendor searches

Presentations and Publications

Charles has published a number of articles including:

  • Bitcoin: Should plan sponsors consider it for retirement plans?
  • U.S Federal Reserve policy shifts from calendar to economic targets: considerations for investors
  • Case Study: Liability-driven investing protects assets and reduces future contributions

Charles has also presented at professional gatherings such as:

  • Texas Municipal League Annual Conference
  • Louisiana Association of School Business Officials annual conference
  • Texas Local Fire Fighters Retirement Act educational conference
  • Milliman client conferences

Affiliations

  • Member, CFA Society Dallas/Ft. Worth
  • Member, Investment and Wealth Institute (formerly IMCA)
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman