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Publications

This issue of Investment Brief outlines the basic design features of cash-balance plans, examines the risk and return tradeoffs for plan sponsors, and...

This Investment Synopsis reviews data for the second quarter of 2015, including key economic indicators, investor sentiment and investment...

This is the second quarterly update to Segal Rogerscasey’s 2015 Investment Outlook, which summarized the firm’s outlook for the world’s economies and...

During the second quarter of 2015 (Q2 2015), the funded status of the model pension plan examined in each issue of Prism increased by 8 percentage...

Events

  • Nov
    30

    Communications between investors and managers: preferred mode of dialogue, and how often? — 

    Avoiding TMI – What do investors expect to see included in reports? — 

    How much information about active management decisions do plan sponsors need? — 

    Working with gatekeepers – who to contact first? — 

    Got bad news? Here’s what to tell clients when performance is poor. — 

News

New York (7/16/15) — John DeMairo, President and CEO of Segal Rogerscasey, announced the following promotions to Vice President: Craig...

New York (3/9/15) — Given the magnitude of many organizations’ investment in their defined contribution (DC) plans, it is surprising...

Video

This update to Segal Rogerscasey’s 2015 Investment Outlook includes our assessment of the global macroeconomic environment and an updated summary of our interpretations on traditional and non-traditional asset classes.