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Portfolio volatility needs to be considered in making asset allocations at a given level of risk, and that volatility can take on extreme values that depend on the volatility of volatility, or vovo. This paper from the National Association of Active Investment Managers explores vovo-related concepts and offers insights on tactical asset allocation.

When implemented responsibly, a successful foreign exchange hedging strategy can go beyond mitigating foreign exchange risk to actually improving the bottom line of a global business, according to a paper from SVB Capital. The author addresses the impact of currency exchange rates as well as best practices for implementing a hedging strategy.

A simple, periodic verification of the credit-worthiness of an insurance company and the adequacy of the policy funding is not sufficient to fulfill the requirements of the Uniform Prudent Investor Act. A paper from J.R. Katz recommends that reviews of policy suitability include financial strength and claims paying ability, cost competitiveness, pr...

Even with the safeguards afforded by the Health Insurance Portability and Accountability Act, there still are certain circumstances under which medical privacy is not protected. A new paper from Health Champion notes these areas of vulnerability and offers advice for keeping personal medical information as secure as possible.

Because individuals are more vulnerable in a medical situation when traveling abroad, they are wise to assess risks and create an actionable plan to protect their health and well-being before they leave home. WorldClinic Inc. offers a helpful checklist of six things to consider as part of that preparation for travel.

As of May, the press has access to British family court – a change that has implications for wealthy families. Withers LLP explores the ramifications of that decision for families in this set of articles. The lawyers also highlight cases showing that prenuptial agreements can be valuable and that rising and falling stock prices are not a reason for...

Believing the asset management industry is undergoing a major transition that will amplify the complexity of market dynamics for the foreseeable future, Tuttle Asset Management espouses a dynamically adaptive system that increases the probability of success by identifying the market's inflection points within the context of a long-term technical vi...

Tough financial times demand strong risk management systems while limiting the resources available for those systems. In their sixth annual risk management survey, Marsh and the Risk and Insurance Management Society examine strategic risk management in practice and offer recommendations for building strong risk management programs.

Family offices develop complex and highly individual business models that can make fraud prevention programs difficult to implement. At the same time, family offices are exposed to various types of risk that can hamper their ability to protect family assets. In these two papers, Rothstein Kass explains practical methods for preventing fraud and min...

A global outbreak of influenza, such as that anticipated with this year's H1N1 virus, can have a major effect on all aspects of the world economy. Having a contingency plan can make a difference for businesses and individuals, says HUB International Personal Insurance, which offers suggestions for creating such a plan.

While a life insurance agent/broker may be a valuable resource and advisor, the very nature of today's products and compensation structure, coupled with the lack of transparency, create substantial conflicts of interest between what is best for the client and what is best for the agent. What are the conflicts, how meaningful are they and how can fa...

This ScanSafe STAT security brief compares the Web-threat landscape in May 2007 – six months prior to the large scale compromises, with data from May 2008 – six months after the attacks began. The findings in this report demonstrate the tremendous impact ongoing cyber attacks are having on the safety and integrity of the Web.

A thorough understanding of the risks from extreme market moves is essential to a realistic estimation of a strategy's risk/reward profile. Every market professional is aware that with risk come opportunities. In this paper, LJM Partners shows that a process can be built to use the heightened premiums of OTM S&P options to enhance returns.

Evolving legislation and stricter governance standards on corporations has resulted in increased personal liability risk for directors and officers who respectfully serve on boards. In the wake of the Enron and Worldcom debacles, liability exposures of corporate directors and officers have increased dramatically. Regardless of the company's size...

A checklist which serves as a useful diagnostic tool for clients to use in evaluating their current aviation insurance program. Also maps the relative pros and cons of owned, chartered or fractional share ownership.