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  • Quarterly Focus - Customizing LDI
    Quarterly Focus - Customizing LDI This article aimed to make Liability Driven Investing LDI more accessible by providing a simple definition and by showing how plans of different sizes and ...

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    • Authors: Aaron Meder
    • Date: Aug 2008
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments; Pensions & Retirement>Funding
  • Planning Ahead: Revenue Procedure Could Help Separate Accounts Comply with Section 817(h) When Investing in a New Type of Mortgage-Backed Securities
    Planning Ahead: Revenue Procedure Could Help Separate Accounts Comply with Section 817(h) When Investing in a New Type of Mortgage-Backed Securities Description * This article summarizes Rev.

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    • Authors: John Adney, Bryan W Keene
    • Date: Mar 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Finance & Investments; Pensions & Retirement