Susan Mangiero | TalkMarkets | Page 3
Investment Risk Governance and Fiduciary Compliance Expert
Dr. Susan Mangiero is a CFA charterholder, certified Financial Risk Manager and Accredited Investment Fiduciary Analyst™. She offers independent risk management and valuation consulting and training. She has provided testimony before the ERISA Advisory Council, the OECD and the International ...more

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Fiduciary Outsourcing Considerations
Service providers have a golden opportunity to stand up and deliver help to prospective and existing retirement plan clients as they explore the use of outsourced fiduciaries.
X Marks The Spot Approach To Pension Risk Management
In the pension world, setting a risk management objective by proverbially marking the target spot with a big X merits consideration.
Report Card For Teacher Pension Plans
With low scores, large financial gaps and investment risk-taking on the rise for more than a few state teacher retirement plans, somebody may have to stay after school and write "I will change" one hundred times.
QPAM Exemptions For Money Managers Being Evaluated
The U.S. Department of Labor is facing pressure to get tough on money managers who get into legal trouble.
Assessing The Cost Of Prevention
One snow storm may not destroy enterprise value but a dramatic contraction in credit availability, a spike in commodity prices or any other type of seismic market shift could be ruinous.
Retirement Planning Involves Many Factors
From the viewpoint of each household, the importance of taking individualized facts and circumstances into account as part of retirement planning remains as true today as it was ten, twenty or thirty years ago.
Investment Risk And Litigation
Serious questions are being asked about reported risk versus economic risk, who knew what and when and how uncertainty was managed.
Investment Performance Magic Can Cost Millions
By its nature and in contrast to trading, investing is typically thought of as an ongoing process with a long-term goal of satisfying one or more objectives
Santa Claus And The Fiduciary Standard
According to Washington Bureau Chief Melanie Waddell, Senator Orrin Hatch intends to push anew for the passage of his Secure Annuities for Employee Retirement or "SAFE" Act.
Investment Compliance And A Broken Clock
Solid customer retention and lower long-term costs (by thwarting expensive mishaps) are two good motivators.
Pensions And Bankruptcy Claimants
The tug of war continues between pension plan participants and outside creditors. As a result, doing business with troubled municipalities may end up costing creditors time, money and headaches.
Taxpayer Bailout Of Underfunded Pension Plans
Expect lots of changes in 2015 and thereafter. The pension crisis (at least for some sponsors and their employees) is not going away anytime soon.
Risk Management Top Concerns
Any competent risk professional will describe the nature of an effective mitigation program as forward-looking.
Longevity Trends And Pension Costs
A typical defined benefit plan liability is likely to rise by one percent.
Class Action Opt-Outs And The Role Of Institutional Investor Plaintiffs
During a May 2014 trip to London, I had the pleasure of meeting with various attorneys who do work with institutional investors such as pension funds.
Do CEOs Work Hard Enough?
Having been a CEO of a start-up company and knowing firsthand that the job duties seemed to never end, I was intrigued and maybe a bit puzzled.
33 to 48 of 56 Posts