Description: Many experts tout the benefits of index investing, but history tells us that when enough investors do the same thing it tends to end badly. Stay tuned!

Description: The goal of this paper is to examine similarities between value investing and enterprise risk management (ERM) methods.

Description: The goal of this paper is to examine similarities between value investing and enterprise risk management (ERM) methods.

Description: Summary of research project designed to document method to credit interest rates to account value based products. The investment year method (IYM) can theoretically align with investment strategy and be fair to policyholders. These products were designed in the 1980s with guaranteed nominal rates above what is currently accessible so most products credit the guaranteed rate. This paper documents how it could be resurrected during the next interest rate cycle.

Description: This research report explores investment year methodology to set renewal credited rates. There is an accompanying Excel workbook created as a teaching aide.

Description: This research report explores investment year methodology to set renewal credited rates. There is an accompanying Excel workbook created as a teaching aide.

Description: Investment Fallacies: The Best Model Doesn't Win

Description: Summarizes a research paper considering insurer performance during the financial crisis, with actions and circumstances that improved results highlighted.