20-year Look at Investment Return versus Risk

Over the last 20 years, selecting a mix of investments that provides a desired return has become more difficult and has required plan sponsors to accept more risk.

In this short, animated presentation, Segal Marco Advisors' Senior Vice President Seth Almaliah looks at how a typical investment portfolio might have changed to provide a pension plan in 2005 and 2015 with the same investment return it received in 1995.

Segal Marco Advisors is the SEC-registered investment advisor of The Segal Group.


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Seth Almaliah

Seth Almaliah