Webinars & Audio Insights | November 19, 2020

Segal Marco Advisors' 2020 Strategic Update

For 2020, Segal Marco adapted to the COVID environment and presented our 2020 Strategic Update for Investment Managers virtually. This two-hour presentation covers a look at Segal Marco today, our research priorities, and our approach to governance. Comments from the 15 presenters cover both traditional areas of investment consulting and emerging ones such as ESG that are gaining prominence.  

Strategic Update

Get the slides from this webinar

Don’t have time to watch the videos right now? No worries. Here is a copy of the slides.

Download the PDF slides

Questions about our 2020 strategic update?

We have answers.

Contact Us

See more insights

Business People Explain Finance Savings Report

The Advisor's Edge: Building Investment Platforms

Learn about the basics of investment platforms and why it’s important to keep your platform flexible and customizable — for both advisor and client.
Businesswoman Analyzing Investment Graphs On A Laptop And Screen

Liability-Hedging Investments Can Make a Pension Plan’s Market Value Funded Status Less Volatile

Consider liability hedging: Embracing higher allocations to long bonds can dramatically reduce the volatility of funded status position.
Two Businesswomen Having A Project Meeting Reviewing Data And Discussing Strategie

3-Point Rise in Model Pension Plan's Funded Status

In Q3 of 2023, the funded status of Segal's model private sector single-employer pension plan rose 3 points to 108%. Learn why in the latest Prism.

The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. This article and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. On all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.

Don't miss out. Join 16,000 others who already get the latest insights from Segal and Segal Marco Advisors.