Public Plan IQ – Our Beginnings
Public Plan IQ was founded by Debra Gregory, CFA, an investment management professional with over two decades experience and deep expertise in market research, product development and competitive positioning.
In 2014, she founded Gregory Consulting. There, she developed a database of public plan board material documents as an internal resource for her consulting practice. In meetings with clients and industry colleagues, she would utilize these public plan documents to provide direct intelligence on competitor positioning, comprehensive fee information, industry trends and more.
Feedback from investment managers, consultants, fund lawyers and industry professionals was unanimous: The ability to easily access relevant public fund materials is a valuable resource for competitive intelligence.
Based on the strong interest shown by her consulting clients, Debra launched Public Plan IQ to make public plan board materials and reporting accessible.
The Public Plan IQ database launched June 2015, one year later we have over 75 clients. They are $1 trillion plus investment managers, single fund alternative mangers, placement agents, consultants, broker dealers.