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  • Pension Investment - Asset Allocation
    considering. We try to get our clients to recognize the primary objective of pension plan management. It's the ... returns and risk. After selecting the target, we will direct new deposits and existing assets to move the participant's ...

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    • Authors: Thomas Graf, Martin J Thomas, Michael Trenk, Reginald C Yoder
    • Date: Apr 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset allocation; Pensions & Retirement>Pension investments & asset liability management
  • Requirements to Make the Housing Asset a Viable Retirement Asset
    the United States have not used the loans as a direct income supplement, though many have used them to ... unanticipated costs, such as for major health or long-term care costs or to make major home repairs. Third, ...

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    • Authors: Society of Actuaries
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Risk management
  • Current Trends in the Investment of Pension Assets
    in three parts; in other words, would you please direct your questions -- and I hope there will be many ... the range of uncertainty substantially. Let me direct your attention particularly to the asset mixes ...

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    • Authors: Colin G Carlton, D Don Ezra, Keith Ambachtsheer, Robert T Ruggles
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • The Guaranteed Investment Contract 'GIC'
    tality risk by the insurance company. Thus, its primary feature is a table of annuity premium rates. The ... contribution plan sponsor, however, should give primary consideration to the needs of his plan. In particular ...

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    • Authors: John D Stiefel
    • Date: Oct 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • Pension Surplus Management
    covered by these existing balance sheet accruals or a direct charge to the shareholder equity. The asset-only ... performance vis-a-vis some outside index that we couldn’t care less about at the time. The problem was this ...

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    • Authors: Application Administrator, John C Sweeney, John M Mulvey, Douglas Love
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • The Risks in Equity Investment for Pension Funds
    Marcus Nadler is research director. Following are direct quota- tions from this study: It is doubtful ... include conven- tional mortgages, leasebacks, direct placement bonds, etc., for which no active trading ...

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    • Authors: James L Clare, Sidney H Cooper, Harry M Sarason, Conrad Siegel, Frank L Griffin, Geoffrey N Calvert, John Dyer, Fergus J McDiarmid, Dennis N Warters, Wilmer A Jenkins, Harold R Lawson, William M. Rae, M. Albert Linton
    • Date: Nov 1959
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Modeling & Statistical Methods>Asset modeling; Pensions & Retirement>Pension investments & asset liability management
  • Pension Investments
    separate accounts dedicated to publicly traded bonds, direct placement securities, real estate, and short-term ... introduction of series of pooled closed-end portfolios of direct placement securities open to contributions for ...

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    • Authors: James A Attwood, Meyer Melnikoff, Irwin T Vanderhoof, Robert G. Kirby, Hans C Mautner
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • Pension Products
    backdrop, let me talk about what I see as the three primary dis- tribution channels. Most of us are used to ... that larger market tends to react to direct selling. Now, the direct sale is to someone who will buy for ...

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    • Authors: Murray Becker, Donald E Conover, Gerald L Katz, Phillip N Maisano, Forrest Allen Spooner, James A Tilley
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • Requirements to Make the Housing Asset a Viable Retirement Asset
    concerned about the supply and cost of institutional care for an aging population. Given this preference to ... 2009). Canadian pension legislation limits the direct ownership that a pension plan may have in a single ...

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    • Authors: Application Administrator
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • Actuarial Implications of Dedicated Pension Funds
    valuing the matched liabilities should be chosen with care. Mortality improvement should be fully anticipated ... exhaustive discussion of the issues that arise from the direct utilization of a dedicated bond portfolio (DB) ...

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    • Authors: Lawrence N Bader
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Pension investments & asset liability management