As the Head of Investment Management and Vice President at Ascensus, Thomas Lowe plays a pivotal role in shaping the investment strategies for retirement and college savings programs. With a robust portfolio under his stewardship, he directly manages $9 billion in 529, ABLE, and SFRP...
As the Head of Investment Management and Vice President at Ascensus, Thomas Lowe plays a pivotal role in shaping the investment strategies for retirement and college savings programs. With a robust portfolio under his stewardship, he directly manages $9 billion in 529, ABLE, and SFRP plan assets, while overseeing an impressive additional $80 billion. His expertise in portfolio analysis and asset allocation is instrumental in designing optimal investment solutions that cater to diverse client needs. By developing tailored glide paths for risk-based and age-based portfolios, Thomas ensures that investors are well-positioned to meet their long-term financial goals.
Thomas's role extends beyond asset management; he serves as a key representative of the investment management function to State Treasurers and Boards, fostering strong relationships and ensuring alignment with regulatory requirements and best practices. His deep understanding of capital markets and fixed income investments allows him to navigate complex financial landscapes, making informed decisions that enhance portfolio performance.
In addition to his technical skills in risk management and mutual funds, Thomas is committed to a client-focused approach, prioritizing the unique needs of each stakeholder. His leadership not only drives the investment research function but also cultivates a culture of innovation within his team, empowering them to explore new strategies and technologies in asset management. Through his vision and expertise, Thomas Lowe is not only shaping the future of investment management at Ascensus but also contributing to the financial well-being of countless individuals and families planning for their educational and retirement needs.
