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Webinar replay: How a pension plan sponsor changed the way it evaluates investment risk

Traditional ways of measuring pension success do not go far enough

As a defined benefit plan fiduciary, you need a clearly organized view of your plan’s funded status. At SEI, our goals-based reporting (GBR) tool helps plan sponsors align their investment strategies with broader organizational objectives by:

  • Incorporating liability changes into the quarterly reporting cycle
  • Monitoring the most important measures of success in real time
  • Anticipating risks to the broader organization
  • Helping to expect the unexpected with a simulated risk dashboard

Watch the replay and hear how a Canadian plan sponsor used this in-depth analysis to establish specific pension-related goals, and then effectively managed toward those goals moving forward.

Watch the webinar replay:


Kendra Kaake, CFA ASA, ACIA, FRM
Director of Investment Strategy
SEI Institutional Canada

SEI Investments Canada Company, a wholly owned subsidiary of SEI Investments Company, is the investment fund manager and portfolio manager of the SEI Funds in Canada.

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Kendra Kaake, CFA, ASA, ACIA, FRM

Director of Investment Strategy