Ryan ALM
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The Heavyweight Fight May Be Tilting Toward Fiscal Policy
By: Russ Kamp, Managing Director, Ryan ALM, Inc. You may recall that on March 22, 2024, I produced a post titled, "Are We Witnessing A Heavyweight Fight?" . The gist of the blog post was the conflict between the Fed's...
ARPA Update as of June 21, 2024
By: Russ Kamp, Managing Director, Ryan ALM, Inc. I suspect (can only hope) that you woke up yesterday morning just itching to see what news I was going to share as it related to ARPA and the PBGC's implementation of...
Good Ideas Are Often Overwhelmed!
By: Russ Kamp, Managing Director, Ryan ALM, Inc. We have a tendency in our industry to overwhelm good ideas with much too much money. Asset flows can be evil as they drive valuations up as too much money pursues to...
ARPA Update as of June 14, 2024
By: Russ Kamp, Managing Director, Ryan ALM, Inc. We hope that you enjoyed a wonderful Father's Day. I'm blessed to still have my Dad with us (95 years young). In addition, I have two sons and two sons-in-law who are...
The Smartest Beta
By: Ronald J. Ryan, CEO, Ryan ALM, Inc. We are happy to share with you the latest thinking from Ron Ryan. Ron has written a very interesting article on the " smartest beta ". There is beta, a term coined...
Ryan ALM, Inc. Celebrates 20th Anniversary!
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Congratulations to Ron Ryan, a true visionary, and the Ryan ALM, Inc. team as they (we) celebrate the 20th anniversary of the firm. Ryan ALM was incorporated in Delaware on June 15,...
Corporate Pension Funding Improves Once More - Milliman
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Milliman is reporting improvement in the funded status for the largest corporate plans. According to the Milliman 100 Pension Funding Index (PFI), corporate funding improved from 103.1% to 103.4% during May, marking...
ARPA Update as of June 7, 2024
By: Russ Kamp, Managing Director, Ryan ALM, Inc. We are pleased to provide you with another ARPA update. The PBGC approved the applications for two New Jersey funds seeking Special Financial Assistance (SFA). CWA/ITU Negotiated Pension Plan and the Pension...
Money Managers Recaptured 1/2 the 2022 losses - Should We Be Pleased?
By: Russ Kamp, Managing Director, Ryan ALM, Inc. P&I has produced an article highlighting the fact that money managers recaptured nearly half of the institutional assets lost (-$9 trillion) in 2022's market correction. They mention that this was accomplished despite...
The Status Quo Isn't Working
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Anyone who has read just a handful of the >1,400 blog posts that I've produced knows that I am a huge fan of defined benefit (DB) plans. That I've come to loathe...