Description: This article examines trends of the stock market beginning with Dow theory - market prices tend to trend either upwards, a bull trend, or downwards, a bear trend. It discusses the many trading rules based on diverse patterns in the price series since the time of Dow including strictly filter rules.

Description: Recaps the content of leading presentations at 2016 Inv Symposium. Topics include bond liquidity, investment outlook, low rate portfolio strategies

Description: Reviews basic desirable features in an economic scenario generator. Discusses basics of model structure and validation process

Description: This article describes the need for and the benefits of implementing a financial education program for employees

Description: Feature article discussing the creation and effects of orphaned VEBAs, Voluntary Employee Benefit Associations.

Description: This article discusses how insurers that focus on their core competencies and astutely outsource other functions will become more competitive and improve their performance.

Description: This is an interview with Prakash Shimpi who talks about enterprise risk management, research and development. From News Direct, September 2005, Issue No. 51.

Description: discussion of risk management and proper pricing of life insurance products.

Description: The ideal business situations for securitization would be those where a company faces significant risks or has significant growth opportunities and where conventional sources of risk hedging or financing are not available or are too expensive. Ultimately, securitization should be able to provide hedging and/or financing that is more effective and less expensive than the alternatives.

Description: Discussion of the March 1, 2013 Internal Revenue Service (“IRS”) release of PLR 201309011, which addresses the application of the section 817(h) diversification requirements to variable contracts that have invested in illiquid investment vehicles (the “Funds”).