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Bridge over ocean
29 September 2010 Multimedia

Applying Asset Liability Management to Private Wealth Management

  1. Dan DiBartolomeo

Dan diBartolomeo discusses how pension fund managers have long used asset-liability management (ALM) to manage pension assets.

Dan diBartolomeo discusses how pension fund managers have long used asset-liability management (ALM) to manage pension assets. Many of the same insights can apply to private clients by understanding their goals as liabilities. This approach highlights the unique risks to which clients are exposed and ways to deploy assets in an attempt to manage those risks.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.