Forethought Risk

The use of ex-ante and ex-post risk to analyze portfolio decisions

Benefits Canada article entitled "Diverging risk appetites within pension plans" - on hybrid plans where plan sponsors and plan members are motivated by different risk profiles

Essay for Society of Actuaries risk management section entitled "Actuaries and Assumptions" for a publication on Systemic Risk, Financial Reform, and Moving Forward from the Financial Crisis

Participated in online debate at the Canadian Investment Review: Canadian equities versus Global equities - what should a plan sponsor invest in?

For Benefits Canada Online Expert Panel - an article analyzing the issuance of bonds to fund pension liabilities

Article for Benefits Canada's Online Expert Panel explaining convexity and its importance

Benefits Canada article on the use of leverage by pension funds

Article in Benefits Canada explaining the cause of negative swap spreads

Benefits Canada article on how raising the retirement age will help solve the pension crisis

Benefits Canada article on LDI - explanation, advantages and disadvantages of pursuing a Liability Driven Investing mandate