Norman Marks
SEPTEMBER 16, 2024
My congratulations to IIA Australia for their recent White Paper, Managing Internal Audit Function Risks. As the paper says: ISO 31000 ‘Risk management – Guidelines’ defines Risk as the “effect of uncertainty on objectives”. I thank Ehab Saif for sharing it on LinkedIn.
Discipline Funds
DECEMBER 28, 2022
Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free.
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ClearMoney
DECEMBER 14, 2021
More Robust Risk Management. We believe broad diversification is the primary tool for controlling risk in both equities and fixed income, adding to the appeal of systematic investing. However, both goals and risks can be more clearly defined for fixed income relative to equities. 1 (January 2016): 69–103.
The Big Picture
SEPTEMBER 19, 2023
Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.
Tucker Advisors
SEPTEMBER 27, 2021
These corporations understand that, as the world’s risk managers, insurance firms are better-equipped to manage long-term pension liabilities. The tools most of these businesses use to protect billions of pension dollars is the indexed annuity. References. Sources: 1. Time Magazine ( [link] ) 2. NAIC.org ( [link] ) 3.
Tucker Advisors
SEPTEMBER 8, 2021
These corporations understand that insurance firms act as the world’s risk managers and are better-equipped to manage long-term pension liabilities. Even major corporations, such as GM, FedEx, DowDuPont, Lockheed, Molson Coors, Kimberley-Clark and others, have transferred their pension funds into annuities. Sources: 1.
Sara Grillo
NOVEMBER 14, 2022
Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. He can’t get them to give him a straight answer about how that affects a non-securities licensed individual. They told him to read the FAQs (lol)! He says that needs to come forward.
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