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...
Innovative Investment Strategies in Volatile Times

Innovative Investment Strategies in Volatile Times

Innovative Investment Strategies in Volatile Times We find ourselves in difficult times. The global effects of COVID-19 have wreaked havoc on investment markets, on daily life, and on institutional investment pools such as pension funds and endowments. Treasury yields...
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...