Investment Management

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.

This image shows two balls on a scale, one with the word "Risk" and one with the word "Return."

Alternative Investments in ERISA Retirement Plans: Mitigation Liability Risks for Hedge and Private Equity Funds and Pension Plan Fiduciaries

Strafford

This presentation, approved for Continuing Legal Education credit and co-authored with Attorney Tiffany N. Santos, addresses the risk and return characteristics of hedge fund and private equity fund investments for ERISA retirement plans.

This image shows a cup of coffee on a table next to a laptop that is open to a screen of investment graphs and tables.

An Economist’s Perspective of Fiduciary Monitoring of Investments

Bloomberg BNA

This article describes investment risk management, leverage, investment performance, and service provider due diligence.