Following general accounting principles is essential to managing your business. Maintaining a balance sheet of your assets and liabilities, tracking your cash flow with an income statement and ...

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 ...

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 ...

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 ...

Before we discuss investment strategies, we first need to decide what our ultimate objectives are. When we are investing, the two usual objectives are that we are either attempting to achieve maximum ...

This chapter discusses the valuation of assets and liabilities under Solvency II. Given that strategic asset allocation and investment management are key aspects of an insurer’s business, especially ...

The financial services profession is generally divided between two camps: those focusing on investment solutions and those focusing on insurance solutions. Both sides have their adherents who see ...

British Airways’ New Airways Pension Scheme is the latest large fund to commit itself to infrastructure investment to manage long-term inflation risk. The £8bn NAPS has launched a portfolio of real ...

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 ...

Strong equity markets and stable interest rates have contributed to boosting funding surpluses. The largest U.S. corporate defined benefit plans are nearing record levels of funding status, according ...