Learn how to analyze a company's balance sheet, including assets, liabilities, and equity, for smarter investment decisions.

As we discussed a few weeks ago, RIAs sell verbs (ongoing advising, financial planning, ongoing asset managing, managed account services, other services), whereas agents and brokers sell nouns ...

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 ...

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 ...

SAS-sponsored research by Celent reveals a financial industry shaken by recent bank failures and mobilizing to improve risk management practices and capabilities; June 28 virtual event offers more ...

This technical assistance report on Costa Rica discusses the scoping mission on sovereign asset and liability management (SALM). A comprehensive SALM framework can have significant advantages over ...

Liability-driven investing, or LDI, is an investment strategy that focuses on matching assets with liabilities. This strategy is used by pension plans to hedge against market-related risks that could ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. While your company focuses on selling your products or ...

Indonesia gradually adopted an asset and liability management (ALM) approach, looking at both sides of the sovereign balance sheet. Today, the Indonesian government has a broader picture of financial ...

This paper presents high-level summary technical assistance report on sovereign asset and liability management (SALM) for Costa Rica. Aided by a 36-month Extended Fund Facility in place since March ...