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 ...

ALM is universally defined as a comprehensive analysis of the asset portfolio in light of current liabilities and future cash flows of a going-concern company, incorporating existing asset and ...

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 ...

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.

“The COVID pandemic itself didn't fundamentally change how risk management for pension plans should be addressed, but it did confirm why it’s important to have a sound risk management framework,” said ...

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 ...

Los Angeles, CA - July 28, 2008 – Interactive Data Corporation (NYSE: IDC) a leading provider of financial market data, analytics and related services, today announced that its Fixed Income Analytics ...

With record-low interest rates and a volatile stock market, many midtier financial institutions are quietly taking on more risk to maintain performance. Unless proper analysis accompanies this ...

Robert DeChellis, the former president and chief strategist for Allianz Exchange, and Frank Porcelli, the former head of U.S. wealth advisory for BlackRock, have launched a wealth management firm and ...