Publish date: October 2009
Summary: Over the next two years, mutual fund boards are likely to increase their oversight of their securities lending programs because of internal concerns and regulatory pressure, not to mention the probable elimination of Qualified Dividend Income tax rules. This paper thoroughly examines the challenges and opportunities inherent in such efforts.
View | Page(s): 3 | Size: 25 kb
Advertisement
More from P&I
Corporate Pensions: To the recovery room or ICU?
Monday, June 21, 2010
The health of the largest U.S. corporate defined benefit plans improved dramatically in 2009, following the disaster of 2008. A robust stock market, low interest rates and big contributions combined to boost funded ratios. But that doesn't mean all is well again.
Join us as we discuss how corporate plans are faring and what they may do in the second half of the year to ride out the continuing storm.
Advertisement
Monday, September 13, 2010 - 2:00 p.m. - 3:00 p.m. EDT
How integrated risk management can reduce downside volatility
Now more than ever, DC plan sponsors are insisting on products with strong risk/reward characteristics to match their participants' risk tolerance while preserving wealth in the face of market volatility and uncertainty. Because nearly 40% of all market action is negative, effective risk measurement and management must be integrated throughout the entire investment process to meet this challenge. Join this panel of equity experts to discuss critical elements, both the art and the science, of risk management and its place in three commonly used asset classes in DC plans.
|
|
Wednesday, September 8, 2010 - 2:00 p.m. - 3:00 p.m. EDT
How prevalent are these policies, how are they structured, and are they right for your plans?
Tune in for an overview on Dynamic Investment Policies, including market data on their prevalence, what types of plan sponsors are adopting them and why, and how these policies are being structured. They will review several case studies, illustrating the various ways that clients have designed dynamic de-risking strategies that are tailored to their unique needs.
|
|
|
More from P&I
MSCI's first and only chief executive uses his background in diplomacy to steer company toward becoming a global powerhouse
Advertisement
More from P&I
Advertisement
More from P&I
September 2, 2010, 11:05 AM ET/4:05 PM GMT
Loading...
