The needs of retired clients are substantially different from those who are still in the process of accumulating assets in anticipation of retirement. Advisers should compare a retired investor’s ...

NEW YORK--(BUSINESS WIRE)-- John DeMairo, COO of Segal Advisors, Inc. has announced that Daniel F. Westerheide, Vice President and Consultant, was named Asset/Liability Modeling (ALM) Practice Leader.

R.V. Kuhns & Associates has hit the ground running after it landed a new public pension fund contract in the Midwest, according to Investment Management Mandate Pipeline. The Portland, Ore-based firm ...

David Long, senior vice president and chief investment officer, asset-liability modeling, derivatives and fixed income, at the C$70.6 billion ($56.2 billion) Healthcare of Ontario Pension Plan, ...

Many of your clients may believe that their retirement income portfolio should be invested in securities that explicitly provide regular payments, such as bonds, dividend paying stocks, covered calls, ...

LONDON--(BUSINESS WIRE)--Moody’s Analytics is pleased to announce the launch of RiskIntegrity™ Investment Insight, an asset-liability management (ALM) solution for insurance companies. The new tool ...

A matched book is a risk management process used by banks to keep their assets and liabilities at appropriate levels and ensure sufficient liquidity. A matched book ensures equal asset and liability ...

The London Pensions Fund Authority is in the process of developing an asset-liability model the scheme hopes will improve its dynamic approach to risk and investments. Defined benefit schemes have ...