NEW YORK--(BUSINESS WIRE)-- John DeMairo, COO of Segal Advisors, Inc. has announced that Daniel F. Westerheide, Vice President and Consultant, was named Asset/Liability Modeling (ALM) Practice Leader.

The needs of retired clients are substantially different from those who are still in the process of accumulating assets in anticipation of retirement. Advisers should compare a retired investor’s ...

BNY Mellon have formed a strategic alliance with Investor Analytics that it is adding liability modeling to its risk management solution for institutional clients. Recognizing the need to evaluate ...

If you are a student of finance studying ALM, the last few weeks must have been quite a perfect academic period to witness the SVB debacle unfold, as you mapped this use case to some of the written ...

This chapter discusses the valuation of assets and liabilities under Solvency II. Given that strategic asset allocation and investment management are key aspects of an insurer’s business, especially ...

Assets are quantifiable items — tangible or intangible — that add to your company's value. Liabilities are what your company owes to others, whether that's a vendor or a bank that issued a loan.

Asset management is an integral part of accounting basics that deals with the monitoring and maintenance of valuable items owned by an individual or an entity. Assets contribute significantly to the ...