Case Studies

Aware of the explosive growth in the jumbo global derivatives market, estimated at $684 trillion notional value, the Society of Actuaries engaged Susan Mangiero to research the use of these financial instruments as a tool for managing retirement plans. Her seminal work included the design of a survey about how Canadian and U.S. investment fiduciaries utilized futures, options, and swaps to mitigate currency and interest rate risks. Her published thought leadership paper was distributed to more than 20,000 fellows and associate members of the Society of Actuaries and 26,000 subscribers to Benefits Link.