Investment news and articles written by acturies for actuaries - read the latest research pieces, today's news and latest articles in the Investment market.

Psychometric-Based Investment Suitability & Enhanced Trust

By Paul Resnik, Co-founder and Director of FinaMetrica

It's difficult to trust someone who delivers negative surprises. What we see in the successful branding of cars and clothing for instance, is a consistency of client experience. Be it premium or utilitarian, purchasers mix and match based on their needs and perspectives; e.g. “I need a premium car because I have five children to chaperone around but 'Marks and Sparks’ will be fine for my underwear”.

In both cases I am likely to be a happy customer if my expectations have been met. My trust in the brand's promise is maintained or weakened by my expectations compared to my experiences. If I am happy, I am more likely to buy again.

It's much more difficult to develop and hold trust in investment management than in consumables because the differentiating quality of the investment experience may be revealed in only one part of the investment cycle, sometimes several years ahead.

However another method of differentiation that can bring greater profits to investment managers and advisers is to better frame investment expectations. Consequently, investment managers and advisers need not rely on increased sales for more profit, as the reduction of investment surprises will likely low...Read More

Effective LDI in a Rapidly Changing Environment

John Dewey, Managing Director, Client Strategy Team, BlackRock Solutions

Unprecedented events have become a regular feature in the financial markets since the Lehman default in 2008, putting further pressure on already stretched funding ratios and heightening the need for an effective LDI approach.

Pension schemes and other institutional investors continue to face challenging times. Economic conditions remain tough and despite some progress, persistent uncertainty in relation to the eurozone continues to weigh on investors’ minds. This in turn has led to a toxic combination ...Read More

Current Regulatory Impact on LDI and Longevity Hedging

By Jay Tikam, MD, Vedanvi Business & Risk Consulting

Banks and asset managers are playing an increasingly greater role in the de-risking of pension schemes. However, both industries are facing stringent regulation aimed at making them more resilient and systemically stronger. How will the role of these institutions change in the context of pension schemes and what are the likely implications for the pension fund trustees?

Many pension schemes are facing a shortfall because of falling equity values, lower interest rates and higher inflation prospe...Read More

Milliman Protection Strategy and liability-driven investing

Latest Investment News

Thu, 23 May 2013 Articulate risk appetite
Thu, 23 May 2013 Assessing risk exposures
Thu, 23 May 2013 Barriers to convergence
Thu, 23 May 2013 C-level executive responses to key survey questions
Wed, 15 May 2013 Expectations of Risk Management Outpacing Capabilities – It’s Time For Action
Wed, 15 May 2013 Expectations of Risk Management Outpacing Capabilities – It’s Time For Action

Lifestyle Actuary

The trappings of fast paced city lifestyles rarely take into account the charm and elegance that a room, a dinner or a cup of tea can afford; characteristics lost to a by-gone era of debutante balls and black tie for dinner. However, an icon on Park ...Read More

The Luddite

Although many of the features and specs had been leaked in the weeks up to the New York event, the launch was still the time when we got to see the new Samsung Galaxy S4 in action.

Travelling Actuary

Traveling actuary Eve Hartridge takes us for one cornettto in Venice to discover what Italy's most romantic city is all about.

Site Search

Exact   Any  

Latest Actuarial Jobs

Digital Magazine

 

OUT NOW

Actuarial Post's Digital Magazine Issue 25

Featuring Joseph Lu looking at Longevity's Top 3 Challenges

Click the image above to view. Click here to receive your future copies of our monthly magazine

Author Companies

Actuarial Jobs & News Feeds

Jobs RSS News RSS