Posts tagged as ldi

08 Jun 2009

Technology for a safer pensions landing

Published in FTfm, 8th June 2008 (Article by Stuart Fowler & Chris Drew)

read more News by Stuart Fowler
06 Feb 2009

Why diversification failed to control investment risk

Diversification has failed to protect investors in this bear market in the way they were told to expect. In this article on the company website No Monkey Business explains how the investment management industry (whether focused on traditional ‘balanced management’, new ‘multi-asset class’ or ‘absolute-return’ investing) has failed to develop robust processes for quantifying and controlling client’s risks because it was relying instead on unrealistic benefits from diversification.

read more Commentary by Stuart Fowler
01 Oct 2008

Horizon matching: the theme of two recent seminars

A key feature of the No Monkey Business investment approach, horizon matching, has been critical to protecting clients against adverse consequences of a bear market. Failure to match investment risks to time horizons for the money creates a linkage between investment portfolios and household cash flows that can and should be avoided.

read more Insights by Stuart Fowler
10 Sep 2008

Is anyone managing the retirement gamble?

Wednesday 8th October 2008
The Chartered Financial Analyst Society, The Weaver Suite, 90 Basinghall Street, London, EC2V 5AY
6.15pm for 6.30 start

read more Events by Joe Clark
15 Aug 2008

Is anyone managing the retirement gamble?

Tuesday 30th September 2008
London School of Economics, The Vera Ansty Room, Houghton Street, Londom, WC2A 2AE
6.15pm for 6.30 start
Stuart Fowler and Joseph Clark

read more Events by Joe Clark
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