Define Outcome Investing

No doubt you’ve experienced client concerns regarding the recent volatility as result of COVID-19 and the ensuing market and economic turmoil. For many plan sponsors, this has created potential strains and concerns on defined benefit plans in terms of meeting target requirements. This session will help you to learn ways to customize the investment experience in terms of upside/downside capture over a specific time horizon, all while providing transparency, liquidity, and cost-effectiveness for the client.