Insurer Annuity Pricing & Solvency – The Impact of COVID-19

Insurer Annuity Pricing & Solvency – The Impact of COVID-19

Insurer Annuity Pricing & Solvency – The Impact of COVID-19 Plan Sponsors embarking on an annuity purchase face additional uncertainty and risks due to the impact of COVID-19.  Transactions will continue, but awareness of market conditions and performing due...
The Past Decade in 2020 Hindsight: Pension Investing

The Past Decade in 2020 Hindsight: Pension Investing

The Past Decade in 2020 Hindsight: Pension Investing In 2019 plan sponsors witnessed a familiar, albeit more extreme, combination of returns that has also been the theme of the entire previous decade.  Equities rallied, long term interest rates fell, and funding...
Replicating Private Equity

Replicating Private Equity

Replicating Private Equity Borrow and access small cap Private Equity is illiquid and challenging to benchmark. Many investors use “S&P 500 +3%” in order to compare performance in the absence of an observable, investable asset. This paper describes a methodology...
Equity Protection – is now the right time?

Equity Protection – is now the right time?

Equity Protection – is now the right time? Download a PDF version of this article here. Recent bouts of volatility have made headlines and questions are being asked of one of the longest equity bull markets in history. However, strategies to protect against...