Which Comes First: The Asset Allocation or the Actuarial Assumption?

Part 1

In today’s environment, investment return has become an increasingly important aspect of plan funding. But not all investment strategies have kept up with the times.

Part 2

In Part 2 of our new on-demand video conversation — Which Comes First: The Asset Allocation or the Actuarial Assumption? — Segal Rogerscasey SVP and Investment Consultant Seth Almaliah and Segal Consulting SVP and Actuary Phil Romello​ dig down into the details of defining a successfully-run pension multiemployer plan.

Returns: Does Timing Matter?

In the third and final installment of their Q&A conversation, Segal Rogerscasey SVP and Investment Consultant Seth Almaliah and Segal Consulting SVP and Actuary Phil Romello discuss the differing ways in which they report performance, and how timing in particular can become a factor when considering or analyzing results.

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Seth Almaliah

Seth Almaliah

SVP

Dave Dean

Dave Dean

SVP, Multiemployer Retirement Practice Leader