How Did 115 Trusts Fare During the 2022 Market Down-Turn?

Local agencies use 115 trusts to address different strategic objectives. Accordingly, 115 trust providers offer different investment strategies to meet different local agency strategic objectives. However, all investment strategies are subject to some risk and market volatility. Panelists from PARS, PERS, PFM Asset Management and Chandler Asset Management will explore which asset allocations fared better than others during fiscal year ended 2022, the compelling reasons to use a 115 trust and what to expect from markets moving forward and what should be considered when pairing investment strategies with local agency strategic objectives. Please join us for a lively panel discussion followed by a question and answer session.

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