Low interest rates and extremely volatile markets provided a wild ride for retirement plans in 2020, with many pension plan sponsors taking another look at their allocation to hedge funds for 2021. Did your hedge serve you well?

Our panel of experts break down what happened to plans in 2020, our outlook for fixed income and spreads, and where we see the key decisions for plan sponsors this year. The panel explores:

  • Case studies showcasing various hedge levels and options for each moving forward in an effort to positively affect funded status
  • Why asset allocation is having a surprisingly minimal impact on plan contributions
  • Interest rate outlook and yield spreads in the current market environment

Panelists

Tom Harvey - Senior Director, Strategic Advice

William (Bill) Lawrence, CFA - Former Chief Investment Officer, Investment Management Unit

Randy Cusick, CPA - Senior Client Portfolio Manager

Jonathan (Jon) Waite, FSA, EA - Director, Lead Actuary 

Watch the Replay

Legal Note

Information provided by SEI Investments Management Corporation, a registered adviser and wholly owned subsidiary of SEI Investments Company.

Investing involves risk, including possible loss of principal. Bonds and bond funds will decrease in value as interest rates rise.

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only and should not be interpreted as legal opinion or advice.