White papers and articles discussing issues related to investment consulting and actuarial consultants. The most recurrent theme amongst our top papers is the subject of delegated investment management services, with fiduciary management surveys and reports on investment outsourcing (OCIO) being frequently downloaded. Reports on the role of investment consultants in...
manager selection have also proved popular, covering topics such as investment consultants' recommendations of fund managers, investment consultant alpha, and how to get on the approved list of managers for selection. Other top research in this section covers trends within the investment management industry, actuarial assumptions, and the role that investment consultants play in alternative investments. Further documents consider the risk tolerance of boards, institutional decision-makers, fee structures and risk premia.
This presentation by Johnson Associates discusses compensation trends in U.S. asset management, hedge funds and private equity, and the actions financial services firms might take against a backdrop of Coronavirus and systemic industry pressures.
This report by Z-Ben Advisors examines which global asset managers are making inroads into China. The past year has been defined by long-awaited regulatory developments and increasingly reactive competition. This year’s report highlights which managers truly prioritize business development in the world’s fifth largest fund…
Janus Henderson's latest Top DC trends and Developments papers investigates the impact of COVID-19 on plan sponsors and updates on US pension legislation.
The survey polled respondents about their views on defined contribution (DC) retirement account saving and their confidence in 401(k) and other DC plan accounts. Survey responses indicated that Americans value the discipline and investment opportunity that 401(k) plans represent and that individuals were largely opposed to…
This is the thirteenth report on the buy-in, buy-out and longevity swap market in the UK from Lane Clark & Peacock. The report reviews the opportunities available to trustees and sponsors looking to transfer the risks associated with defined benefit pension plans to an insurance company.
This survey by Heidrick & Struggles provides comprehensive compensation data of 300 alternative asset management marketing and investor relations professionals in North America who are employed in private equity, hedge funds, or real estate.
This practical guide provides an overview, from a panel of senior legal professionals across various jurisdictions, of how to navigate the regulations and responsibilities affecting directors and senior managers that will impact your business.
In this report, we would look at the Indian ETF industry, various policy issues for consideration, and the way forward. Given the maturity of the US ETF industry, for context we will make qualitative and quantitative comparisons of Indian ETF industry vis-à-vis the US wherever feasible.
Asset owners—the cornerstones of the investment ecosystem—often have very long-term investment goals, such as funding liabilities, building an endowment for perpetuity, or providing for subsequent generations. For some of these asset owners, especially pension and retirement funds, these goals reflect the long-term needs of…
The investment world is changing at an ever-increasing pace and the coronavirus crisis has highlighted the need for further evolution. As the financial services industry grapples with increased cost, competition, multinationals face jurisdictional complexity and pension plans encounter governance challenges, the case for…
How might a family head decide if a family office is the right option, and if it is, what would be an appropriate size, structure, and cost? In this paper, the authors explore the key factors, share best practices and pitfalls, and define a process so principals can structure their office around their family’s specific needs…
In this episode, host Kieran Mistry (Actuarial Consultant) presents the second in a mini-series on DB consolidation. Kieran welcomes Peter Thompson, Chair of Trustees at Citrus DB master trust, to take a deeper dive into this consolidation option and the benefits for scheme trustees and sponsors.
This survey has been constructed to highlight some of the key continuing and new features of the the Covid-19 pandemic and assists actuaries with consideration given to risk events that layer on to the current environment - especially ones that may cause additional property, mortality and health risks such as catastrophic…
This paper explores how climate scenario analysis can be used for forward-looking assessment of the risks and opportunities for defined benefit pension schemes and other financial institutions.
In the wake of the global pandemic known as COVID-19, retirees, along with those hoping to retire someday, have been shocked into a new awareness of the need for better risk management tools to handle longevity and aging. This paper offers an assessment of the status quo prior to the spread of the coronavirus, evaluates how…
This paper considers the assessment of longevity basis risk in the context of a general index-based hedge. We develop a detailed framework for measuring the impact of a hedge on regulatory or economic capital that takes population basis risk explicitly into account. The framework is set up in a way that accommodates a…
DW Simpson’s Actuarial Salary Survey contains information obtained from normal business operations. The survey covers actuarial roles across a range of business lines and incorporates International data.
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