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        Insights

        Insights for Public and Taft-Hartley Defined Benefit Plans

        Welcome to the latest edition of Insights for Public and Taft-Hartley Defined Benefit Plans. In this issue, we explore trends shaping the landscape of public and Taft-Hartley defined benefit plans. Covering economic outlooks, emerging trends, and effective investment strategies, this edition is designed to keep you informed and prepared to navigate the complexities of pension management. Read on to stay ahead of managing public and Taft-Hartley retirement solutions.

        Segment Trends

        Three trends in Public and Taft-Hartley plans

        The outlook for funding has grown cloudier, leading public and Taft-Hartley plans to reduce equity risk and shift more assets into return-generating fixed income and private assets.

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        Macro and Economic Outlook

        Investment Spotlight

        Case Study

        More Effective, Efficient Solution for Leveraged Loans

        Leveraged loans provide high yield and floating rates, but inefficiencies and high fees have limited access. In 2024, we partnered with a client to create a cost-effective solution.

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