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Special Report on

Liability Driven Investing

liability driven investing special research report Photo by publications.milliman.com
An SEI (NASDAQ: SEIC) Global Quick Poll shows that the percentage of pensions employing a Liability Driven Investing strategy has nearly tripled over the past three years from 20 percent in 2007 to 54 percent in 2009. Ninety percent of respondents said �controlling year-to-year volatility of funded status� is the primary objective of LDI. Nearly three-quarters (70 percent) said the recent market volatility has increased the value of LDI. Less than half (40 percent) defined LDI as, �Matching duration of assets to duration of liabilities,� while nearly one-third (32 percent) said, �A portfolio designed to be risk managed with ...
(born August 30, 1946) is a business and tax attorney, a Master Registered Financial Planner, a Registered Financial Counselor and a Certified Investment Specialist. He is the author of thirty-two books on corporate management , taxation and personal finance . Click here for a list of his books. Out of his proprietary research, he developed a new socially responsible investing approach which he published in the year 2005. 1 His theories challenged the effectiveness of exclusionary screening used by traditional principle-focused investing and suggested a broad revamping of the industry’s methodology for driving change through ...
REVIEWS AND OPINIONS
Review Investing by the Numbers (Frank J. Fabozzi Series) - Sale ...
I’m going to be reviewing a few books on quantitative investing. Many of these will not be suitable for everyone, and as I do these reviews, I will try to indicate what level of math skills you will need in order to benefit from the book. For today’s book, you can get most of it if you can remember your Algebra 1, and understand basic statistics. Knowing regression helps, and a little calculus wouldn’t hurt, but this book is mainly qualitative. It describes,and there are many graphs, but formulas are not on every page. Investing By The Numbers has been out a while (1999), and though it is a good book in my ... market research, surveys and trends
Hewitt Ennis Knupp nuptials redefine consulting | Top1000Funds.com
The acquisition of Ennis Knupp by Hewitt Associates, which will see the retirement of its founder Richard Ennis, is a defining moment in the investment consulting world, as clients demand the closer alignment of liability and asset management and greater attention to alternative asset research. The combined entity of Hewitt Ennis Knupp will create one of the largest providers of investment consulting services in the world, with nearly $3 trillion under advice. But the marriage is significant not just for its size – it reflects the changing nature of consulting services. As clients, finally, demand risk and liability ... market research, surveys and trends

SURVEY RESULTS FOR
LIABILITY DRIVEN INVESTING

Liability Driven Investing : Pension Risk Matters
Please join Investment Governance, Inc. and P-Solve Asset Solutions for a timely discussion about the nuts and bolts of Liability-Driven Investing ("LDI") and Dynamic Asset Allocation ("DAA"). Dr. Norman Ehrentreich (Principal at Ehrentreich LDI Consulting & Research) will speak with Mr. Ryan McGlothlin (Managing Director and Head of P-Solve US). Click here to join this complimentary webinar, sponsored by P-Solve Asset Solutions. This live interactive event will take place on Friday May 21 from Noon to 1:15 PM EST. The recorded event will be uploaded to www.FiduciaryX.com after May 21 if you cannot join us in ... industry trends, business articles and survey research
Poll - Third Annual Liability Driven Investing (LDI) Poll ...
Third Annual Liability Driven Investing (LDI) Poll: Globally, LDI Has Entered the Mainstream. U.S. Highlights: In the US, more than half (51 percent) of the ... industry trends, business articles and survey research
RELATED NEWS
BNY Mellon Asset Management's Target Surplus Strategies Attract Pension Plans ...
/PRNewswire-FirstCall/ -- BNY Mellon Asset Management announced it is seeing growing interest from corporate pension plans in its Target Surplus Strategies, which were created to help the plans set deadlines to achieve targeted funding ratios.  Since BNY Mellon launched these strategies in mid 2009, it has attracted more than $1 billion in assets under management from six pension plans. "Utilizing these strategies, we are helping pension plans establish a glide path with funding targets and trigger points that will help them seek a desired outcome, such as full funding of the plan or plan termination by a specific ... market trends, news research and surveys resources
No Safe Haven for Institutional Investors
Christian Elsmark, Head of Global Institutional Business at Scottish Widows Investment Partnership Limited, a sponsor at the marcus evans Nordic Pensions & Investments Summit 2010, discusses the challenges for investors in an uncertain investment land Interview with: Christian E. Elsmark, Managing Director, Head of Global Institutional Business, Scottish Widows Investment Partnership Limited     Stockholm, Sweden, August 5, 2010 - FOR IMMEDIATE RELEASE   For institutional investors and asset managers, there is no safe haven in an uncertain investment environment, says   Any prudent investor must give careful consideration not ... market trends, news research and surveys resources

INFORMATION RESOURCES

White Paper: Liability Driven Investing Implementation - Liability ...
In recent years, due to changes in government and accounting regulations, Liability Driven Investing (LDI) has become an important topic for pension plans . ... technology research, surveys study and trend statistics
Microsoft PowerPoint - 6 Lloyd CDIAC_Presentation_9_25_06v4
Sep 25, 2006 ... Liability driven investing is an alternative to traditional ... Application to Peralta obligations illustrates liability driven investing ... technology research, surveys study and trend statistics
Do Higher Stock Returns Really Lower Funding Costs for DB Pension ...
Why would a defined benefit (DB) pension plan adopt a Liability Driven Investment. (LDI) strategy when equities are expected to outperform bonds over long ...
REAL TIME
LIABILITY DRIVEN INVESTING
QUESTIONS AND ANSWERS
Who are the leaders in liability-driven investing (LDI) for ...
You've opened a real can of worms with this one. I could go on and on, and would be willing to do so privately, but publicly, I'll try to keep it brief. Most of the big players are leaders in LDI. And, US, there are prominent US companies (UK companies as well) that have taken the lead. The most notable move to this strategy was problem Boots in the UK. After the passage of FRS 17, the UK pension accounting standard, Boots moved to a 100% liability matched bond portfolio (almost liability-matched, anyway). In evaluating why companies should consider using LDI, one must consider what sources of risk there are in pension ...
Which computer program is more useful and requested in finance ...
First of all, most companies today supply their work force with a personal computer with some version of Windows Office, which comes with Word Processing, Excel, and other software. Since the people already have Excel, and many use it, it is no longer commonly asked for, it is taken for granted. What they most commonly ask for is what they do not have, such as scanner for printed reports into PDF, tool to convert PDF into Excel or vica versa, some new program to take data between ERP CRM supply chain that they not already have, inquiry into receipts or shipments using associated tracking #s. Which is most useful is in the eyes ...