Investments

The Plan’s Board of Trustees have contracted with Segal Marco Advisors, a multi-national group of actuaries and consultants, to advise the Plan on investment strategies designed to give the participants an above-average rate of return with below-average risk over the long-term.

 

 

While single year activity will fluctuate based on market conditions, the Trustees remain focused on the long-term performance of the Plan for the benefit of the majority of participants.  Current investment strategy allocates the Plan’s investment portfolio approximately 40% to investments designed to follow the U.S. stock market performance and 60% to investments designed to follow the U.S. interest rate returns.

 

 

The third quarter, of year ended September 30, 2019 report shows earnings of 14.47% for the Trustee directed accounts and 2.53% earnings for the stable asset accounts.

IBEW

Seventh District Retirment Benefit Trust
 

Actuaries and Associates

701 S. Tyler St.

Amarillo, Texas 79101

T: 806-372-3470