Moshe Milevsky Discusses Tontines for the 21st Century
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Mutual Funds
Annuity Criticisms Often Boil-Down to Control of Assets
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Bear Funds Struggle to Keep-up Over Time
Bear Funds or mutual funds that are intended to prosper during down markets have actually performed poorly over the past decade. One would think that the past decade would have provided the perfect environment for these types of investment vehicles. As reported in Bloomberg, though, a Pimco bear market mutual fund run by Bill Gross is the only fund of its type to beat U.S. stocks over the past five years. According the the Bloomberg article: "Bear funds trailed equities over five and 10 years,...
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Meir Statman on the Behavioral Obstacles Affecting Investing and Retirement Planning
Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, and Visiting Professor at Tilburg University in the Netherlands.
His research on behavioral finance has been supported by the National Science Foundation, CFA Institute, and Investment Management Consultants Association (IMCA) and has...
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Annuity Industry Pioneer Jerry Golden at Work on his Latest Venture
Jerry Golden--often referred to as the father of variable life insurance and variable annuities--has had a distinguished career as an innovator and...
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