Ronald J. Surz is president of PPCA Inc and Target Date Solutions. Both are in San Clemente CA. He is also a vice president of eVestment in Marietta, GA.
PPCA maintains and manages the True Centric Core index, part of the family of Surz Style Pure® Indexes. PPCA also provides Style Scan, the next generation of style analysis, and Portfolio Opportunity Distributions®, bias-free alternatives to peer groups, especially hedge fund peer groups.
Target Date Solutions developed the patented Safe Landing Glide Path®, the basis for the Brightscope On-Target indexes and the asset allocation for SMART Funds®on Hand Benefit & Trust, Houston.
eVestment provides StokTrib®holdings-based style and attribution analyses developed by Ron. eVestment is a global provider of institutional investment data intelligence and analyses.
Ron has served on several boards, and currently serves on a few. He earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.
Ron publishes frequently in the financial press.