2015 Legal Mutual Funds 
Sara Grillo
JUNE 24, 2024
Variable universal life (VUL=mutual funds) were/are illustrated using an 8%-12% CD-like ROR eternally. Actuarial Guideline 49 of 2015, via the National Association of Insurance Commissioners (NAIC) sought to cap, or limit the highly unlikely, aggressive illustrations used in the sales software prior to 2015.
Fortune Financial
AUGUST 7, 2023
One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.
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Fortune Financial
AUGUST 7, 2023
One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.
Pension Pulse
MAY 8, 2023
Schwarzman recent donation to Oxford has drawn criticism : Almost a hundred University of Oxford faculty members, alumni and students signed a letter criticizing a major donation to the school from Stephen Schwarzman ’69, echoing a controversy at home when the business mogul endowed a student life hub in 2015.
The Big Picture
AUGUST 15, 2023
Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. I think it was 2015.
The Big Picture
OCTOBER 24, 2022
But the career paths from there were either kind of the PhD route, or the legal routes. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And it was interesting work.
Sara Grillo
MAY 8, 2023
There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” What’s this now – call options??
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