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