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.

An asset–liability modelling approach It has been asserted that an enterprise-wide model is the ideal way to model and ultimately manage an insurance company investment portfolio. ALM makes for an ...

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, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Investopedia / Laura Porter A mismatch involves assets and liabilities not aligning ...

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 ...

BNY Mellon, the global leader in investment management and investment services, announced today with strategic alliance partner Investor Analytics that it is adding liability modeling to its risk ...

If you are a student of finance studying ALM, the last few weeks must have been quite a perfect academic period to witness the SVB debacle unfold, as you mapped this use case to some of the written ...