Description: Investment Fallacies: The "Dollar Bill" Fallacy

Description: This paper provides a summary of the report, Back Testing of Investment Performance by Asset Class.

Description: This session will demonstrate the advantages of approaches to duration matching and cash flow matching. Plan examples and sponsor’s objectives will be presented. An overview of when to choose one approach versus a blend of the two approaches will also be covered.

Description: Recaps the content of leading presentations at 2016 Inv Symposium. Topics include bond liquidity, investment outlook, low rate portfolio strategies

Description: Many experts tout the benefits of index investing, but history tells us that when enough investors do the same thing it tends to end badly. Stay tuned!

Description: This article discusses the trend toward outsourcing of insurance assets to third party money managers which has grown steadily as insurers face increasing market challenges. Insurers are finding that a strategic approach to outsourcing investments is critical to enhancing value within both liability reserves and surplus portfolios.

Description: Guaranteed Annuity Options GAOs are options available to holders of certain pension policies. This paper studies GAOs using two models for the interest rate the Vasicek and the Cox-Ingersoll-Ross models. An actuarial approach is used to value the GAOs and compared with the value of a replicating portfolio.

Description: Feature article discussing the complexity of financial markets.

Description: A discussion on investment strategies and long-term financial planning techniques.

Description: The goal of this paper is to examine similarities between value investing and enterprise risk management (ERM) methods.