Investment Product Design : Moody's Analytics investment product design solution delivers a suitability framework to develop investment propositions aligned with stringent regulations.
Investment Governance & Suitability : Moody's Analytics solution enables robust and objective risk-graded investment proposition, aligned with stringent regulation, and to specific business needs.
Pension Fund Investment and Risk Management : Moody's Analytics solution enables defined benefit pension managers to design investment strategies and investigate funding solutions to secure their objectives.
Worked with Royal London to develop their investment proposition for retirement drawdown. This includes a series of multi-asset investment solutions (Governed Retirement Income Portfolios), a web-based income planning tool to help advisors select an appropriate investment solution aligned with their clients' income needs, and the Royal London Drawdown Governance Service, which helps advisors keep their clients’ retirement plans on track and take action to manage risk
Created a Risk Governance solution for Santander UK’s retail investment funds, which enables Santander UK to demonstrate that investment funds recommended to their retail customers are aligned with one of the defined risk categories used by Santander advisors
This article describes how Moody's Analytics scenario modeling solutions can help insurers meet the challenges of the changing regulatory landscape and current market environment in the establishment and management of investment strategies.
This whitepaper discusses how the Chancellor of the Exchequer's budget statement, "Freedom and Choice in Pensions" will impact U.K. life insurance industry.
During the decumulation phase of the retirement savings lifecycle, an individual's goals are defined as a series of withdrawals. The outcome from any investment strategy, in relation to this retirement goal, is a function of the sequence of investment returns in relation to the retiree's withdrawal profile. The central role of cash-flows and the associated sequence of returns means that risk management and portfolio design for decumulation is fundamentally different than for wealth accumulation.