Investment in clean energy infrastructure may tick a lot of boxes for life insurers. Matching assets to long-term liabilities without compromising on return potential can be a challenge for insurers ...
Liability-driven investing, or LDI, is an investment strategy that focuses on matching assets with liabilities. This strategy is used by pension plans to hedge against market-related risks that could ...
In recent years, many US plan sponsors have adopted liability-driven investing (LDI) in response to changes in accounting standards (FASB 87) and funding requirements (Pension Protection Act). Others ...
Todd Investment Advisors has launched an asset/liability matching strategy. It invests in bonds to match short-dated liabilities--from five to 15 years in duration--and then uses exchange-traded funds ...
Learn how the immunization investment strategy protects portfolios from interest rate changes by matching asset durations with liabilities. Discover methods and benefits.
Discover how matched books help banks balance assets and liabilities, manage liquidity, and reduce risk. Learn about asset/liability management strategies.
On the go: Soaring inflation may prevent actuaries from being able to match schemes’ underlying liabilities with appropriate assets, with costs set to increase, the Institute and Faculty of Actuaries ...
Forbes contributors publish independent expert analyses and insights. David John Marotta is a financial advisor covering financial planning. Typically, your financial plan contains assets, liabilities ...
Nationwide Pension Fund has reduced its exposure to return-seeking assets and carried out its first significant inflation hedge, as capital adequacy rules drive banking and building society sponsors ...
Asset management is an integral part of accounting basics that deals with the monitoring and maintenance of valuable items owned by an individual or an entity. Assets contribute significantly to the ...