Navigating Investments for Risk Pool Trustees in 2024
Lucy Rimsky, Director, Strategic Asset Alliance
We had the privilege of presenting at this year's NLC-RISC Trustees conference to discuss the current state of investing for risk pools.
For your reference, below is a copy of the presentation. Please let us know if you have any addtional questions about any topics within the presentation.
Session Description:
A risk pool’s investment portfolio is a cornerstone to the overall operation; providing support to the pool’s financial objectives, including pricing for its members. For staff and trustees, both long-time and new, the current investment landscape brings both unique challenges and recurring themes. This session will review the role of a pool’s investment portfolio and what governing bodies should be mindful of when making investment-related decisions in the current market environment. This discussion will also highlight potential opportunities available to risk pools of all types (i.e. health benefits, workers’ comp, property & liability, etc.) – ranging from traditional investment-grade fixed income to expanded or indirect avenues, such as risk assets.