Institutional Insight: Why Defined Benefit Plans Struggled to Outperform

A turbulent start to 2020 proved detrimental to many defined benefit plans – find out what happened.

Watch this webinar for an in-depth analysis on performance across different plan types, including corporates, publics, and endowments & foundations. Our expert will examine:

• Plan performance based on calendar year returns
• Asset allocation adjustments throughout the year
• Plan performance against the blended benchmark
• Active manager performance against their benchmark

Don’t miss this breakdown of defined benefit plan performance through a volatile 2020 market.

Speakers:

Bios:

Scott Treacy, CFA
Scott Treacy joined Investment Metrics in 2014 as a consultant, producing and presenting research to clients on U.S. institutional investments. Previously, Mr. Treacy spent four years with Brandes Investment Partners, based in their Geneva, Switzerland office, as an institutional portfolio specialist for their European, Middle Eastern, and African based clients. Mr. Treacy is a CFA charter holder and received his Bachelor of Arts degree from Tufts University in 2003, majoring in Economics.