Webinars and Events | October 21, 2024

Benefit-Driven Investing Strategies and How They Can Reduce Risk

As pension plans become more demographically mature, they are more vulnerable to risk factors such as investment return volatility and changing interest rates. Benefit-driven investment strategies offer an opportunity to reduce risk by making future costs more predictable. They also make participant benefits more secure.

Benefit-Driven Investing Strategies

You'll learn:

  • What benefit-driven investing is
  • Why benefit-driven investing can be an attractive option for some plans
  • The different types of solutions
  • How to implement benefit-driven investment strategies
  • Experiences of plan sponsors that are using benefit-driven investing

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Speakers

Susan Boyle Susan Boyle

Susan Boyle, Senior Vice President, Actuary and Multiemployer Retirement Leader, Segal (moderator)

Seth Almaliah Seth Almaliah

Seth Almaliah, Senior Vice President and Investment Consultant, Segal Marco Advisors

 

Jason Russell Jason Russell

Jason Russell, Senior Vice President, Actuary and Regional Retirement Practice Leader, Segal

Learn more about benefit-driven de-risking strategies in our article.

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.