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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
  • Pension Fund Investments
    percentage of the total pool of assets. 1 don't care what the gains are from a risk-reward point of view ... more attention. Suddenly, the pension plan had a direct impact on corporate earnings as pension expense ...

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    • Authors: Roger C Bransford, Carl Hess, Eric Lofgren, Joseph P Macaulay, Christine L Tervo
    • Date: Oct 1988
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • 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
  • Impact of Pension Plan Design on Investment Strategy
    liabilitiesas an invest- ment target. I mean, it's very direct. Your liabilitiesin the plan structure are very ... You'll overprovide for the executive. One last primary windfall that can happen to the executive as a ...

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    • Authors: Carl Hess, Eric Lofgren, Howard A Freiman
    • Date: May 1992
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design
  • 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
  • Matching Liabilities and Assets
    focusing on more today, they have related to three primary issues. What should the allocation be to equities ... conditions; the favorable conditions tend to take care of themselves. For the career average plan, looking ...

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    • Authors: Donald Brackey, Richard Daskais, William F Quinn
    • Date: Apr 1990
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • Matching of Assets and Liabilities
    that are practiced today. The first is notional direct matching in which the cash flows from assets are ... approaches underly most applications. I have precluded direct matching although it may be viewed as a specific ...

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    • Authors: Daniel J McCarthy, Robert H Stapleford, Vincent M Tobin
    • Date: Apr 1982
    • Competency: Relationship Management>Relationships and trust; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset liability management; Life Insurance>Investment strategy - Life Insurance; Pensions & Retirement>Pension investments & asset liability management
  • The Growing Magnitude and Scope of Pension Services to Clients
    in order to save money in the pension fund, the primary motivation of most sponsors still appears to be ... area. While these individuals may have had more direct contact with portfolio management than most actuaries ...

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    • Authors: Colin G Carlton, Joseph P Macaulay, Michael J Mahoney, Alexander J C Smith
    • Date: Jan 1977
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Funding; 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
  • Strategic Asset Allocation for Pension Plans
    important? Why should your clients care about it? Why do our clients care about it? It has a profound impact ... analysis, an arbitrage-free framework for the primary valuation of the assets and even the liabilities ...

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    • Authors: Bryan Boudreau, Craig A Voelker, Mark C Abbott
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management