303 - Reading the Curve: How Interest Rates Shape DB Investment Decisions

Discover how shifts in the shape and direction of the yield curve can influence key investment strategy decisions for defined benefit (DB) plans. Explore the impact on asset allocation, liability matching, and risk management across a range of interest rate environments. Gain insights into expected return on asset bond models and how these tools support funding strategies, valuation decisions, and long-term plan objectives.

Speakers:

Jessica Kachur

Mercer

Joseph C. Anzalone

Gallagher

Matthew Sampogna

Principal Financial Group

Michael E. Clark

Principal Financial Group

Credits:

CPD Credit: 1.50 EA Core Credit: 0.75 EA Ethics Credit: EA Non-Core Credit: 0.75 EA Formal Credit: 1.50