Investment Management

This image shows a blue pencil, a magnifying glass, a calculator, and a desktop mat that shows the words "Fraud Prevention."

Fraud and Fiction

George Cramer

This blog post describes misplaced trust as a cause for financial fraud and explains the concept of a fraud personality.

This image shows a blue, orange, and white digital hub with financial graphs and foreign currency symbols.

Marketing to Institutional Investors in the Digital Age

CAIP Forum

This article reflects advice from Jacqueline Gallant, a marketing executive with SLC Management, a division of Sun Life, about how to effectively communicate with institutional investors.

This image shows a black binder with the word Retirement on its side, a pen, a coffee cup, and a financial graph on a desk.

Defined Benefit Plan Risk Phase 1: Literature Search Report

SOA

This white paper, co-authored with David G. Pitts, FSA, summarizes the review of academic and industry papers about global pension risk management, measurement, and mitigation.

This image shows two wooden wheels, one with the word "Fiduciary" and one with the word "Duty."

Insight: Calling ERISA Ghostbusters-The Rise of Independent Fiduciaries

Bloomberg Law

This article, co-authored with Attorney Mitchell Shames, discusses ERISA retirement plan fiduciary responsibilities and the role of independent fiduciaries.