Susan Mangiero | TalkMarkets | Page 1
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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Talent Shortage Has A Huge Price Tag
At the company level, employers are grappling with the real problem of too few people who can do the jobs they must fill.
Fiduciary Standard For Taxpayers
With the nation’s capital knee deep in fiscal policy wonkery, it seems a good time to remind lawmakers about their fiduciary duties to taxpayers.
Can A Retirement Plan Have Too Much Risk Management?
Retirement plan fiduciaries and their advisors are well served by identifying primary goals, major obstacles and both short-term and long-term nightmares that would generate serious pain for participants.
Five Retirement Fiduciary Events That Made A Big Difference In 2016
Post-election, the U.S. market seems poised for better returns in 2017 although it is thought that low-cost index funds will remain popular.
Simplifying Retirement Planning Communications
For many people, retirement planning tends to be an exercise in frustration. Some complaints focus on numbers that seek to dazzle without enlightening. Others call out language that is overly long, complex and ambiguous.
Valuing Public Pension Fund Liabilities
On August 3, it was reported that two actuarial groups disbanded a task force over the topic of how to best value public pension fund liabilities.
Company Worries About Retirement Readiness
According to a new report, corporations worry that employees cannot afford to leave the labor force on schedule. Fearing higher costs, many employers describe anemic retirement readiness as a "top risk" yet few monitor this on a regular basis.
State Retirement Arrangements For Small Business Employees
My lack of enthusiasm for state-run programs has more to do with philosophy and a desire to encourage economic growth. Here is some food for thought.
Hard To Value Assets, Hedge Funds And Investment Fiduciaries
Valuation is an integral part of investment risk management for several reasons. Imprecise values can skew asset allocation decisions, lead to hedges being too big (or too small) and possibly cause an investor to breach trading limits.
Fiduciary Rule And Small Businesses
Time will tell how things materialize for companies that rely on IRAs and will therefore be impacted by the Fiduciary Rule. In aggregate, economic consequences could be large if small business compliance hits the bottom line hard.
Court Says Private Equity Funds Are Liable For Pension Liabilities Of Portfolio Company
If you open a box and a dog pops out, your enthusiasm will be curbed if you were expecting something else. Surely this is how several private equity funds must feel now about one of their investments.
Fiduciary Rule: Instant Gratification Or Panic
It is far better to prepare in advance and schedule "must do items" accordingly. Starting late could be costly for everyone involved.
Retirement Planning And Risk Management
Retirement planning is hard work and requires discipline and care. Few of us can rely on luck or the proverbial leprechaun's pot of gold at the end of the rainbow, Assessing uncertainty on an ongoing basis is as important as identifying goals
Retirement FinTech Gets Another Suitor - Goldman Sachs
Increasingly, angels and venture capitalists are waking up to the fact that the global retirement marketplace is big and ripe for innovation.
Financial Technology And The Fiduciary Rule
As the global retirement marketplace adapts to regulatory and economic realities, it will be interesting to watch what unfolds in terms of innovation, service provider competitiveness, cost tiers and other outcomes...
ERISA Investment Committee Governance
As with any exercise in good stewardship, taking (and documenting) relevant precautionary actions can be a good defense for an ERISA plan investment committee, especially at a time of heightened scrutiny.
1 to 16 of 56 Posts