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  • Chasing Down the Rebalancing Premium
    Chasing Down the Rebalancing Premium This article speculates on the presence and magnitude ... benefits attributable to regular rebalancing of one's investment portfolio. It surveys the extant literature ...

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    • Authors: Anson Glacy
    • Date: Sep 2020
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments; Finance & Investments>Asset allocation
  • Investment Year Method: A Method to align renewal credited rates with investment strategy
    included in the account value, whether life or annuity, the insurer has to borrow from surplus to pay ... collecting charges from non-guaranteed elements like mortality, expenses and invest- ment spread. Combined, they ...

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    • Authors: Max Rudolph
    • Date: Apr 2020
    • Competency: Results-Oriented Solutions
    • Publication Name: Risks & Rewards
    • Topics: Annuities; Annuities>Investment strategy - Annuities; Finance & Investments; Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments; Annuities>Deferred annuities