Ryan ALM
Blog
3% Return for the Decade? It Isn't Far-fetched!
By: Russ Kamp, Managing Director, Ryan ALM, Inc. This blog is a follow up to a post that I published last week. In that post I cited a recent analysis by Goldman Sach's forecasting a 3% 10-year return. I concluded...
ARPA Update as of October 25, 2024
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Welcome to the last week of October. Like many of us, I can't wait to see my children's and grandchildren's costumes on Thursday. The weather in NJ will be more like June...
That's Not Right!
By: Russ Kamp, Managing Director, Ryan ALM, Inc. I've recently had a series of terrific meetings with consultants, actuaries, and asset owners (mostly pension plans) about cash flow matching (CFM). I believe that most folks see the merit in using...
What Will Their Performance be? Continued
By: Russ Kamp, Managing Director, Ryan ALM, Inc. I recently published a post titled, " What Will Their Performance be in About 11 Years ?" I compared the Ryan ALM, Inc. cash flow matching (CFM) strategy to a relative return...
ARPA Update as of October 18, 2024
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Major League baseball finally has the last two competitors for this year's World Series. As a Mets' fan, I would have appreciated a different outcome, but it was a surprisingly good season...
Milliman: Public Pension Funded Ratio at 82.8%
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Milliman recently released results for its Public Pension Funding Index (PPFI), which covers the nation’s 100 largest public defined benefit plans. Positive equity market performance in September increased the Milliman 100 PPFI...
We Are # 29 - WOW!
By: Russ Kamp, Managing Director, Ryan ALM, Inc. The 16th annual Mercer /CFA Institute Global Pension Index report was released on Oct. 15. I want to extend a big thank you to Mercer and the CFA for their collective effort...
ARPA Update as of October 11, 2024
By: Russ Kamp, Ryan ALM, Inc. I hope that you enjoyed a wonderful holiday weekend. Autumn's beautiful colors are finally present in the Northeast - enjoy those, too. As you will soon read, the PBGC had a busy week according...
That's comforting!
By: Russ Kamp, Managing Director, Ryan ALM, Inc. The Fed's meeting notes from the September 17-18 FOMC have recently been released. Here are a few tidbits: Some officials warned against lowering rates "too late or too little" because this risked...
Milliman: Corporate Pension Funding Weakens in September
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Milliman has released the latest results for the Milliman 100 Pension Funding Index (PFI). This index reviews the funding status each month of the top 100 U.S. corporate pension plans. The report...