Ryan ALM, Inc. reported that there is now a list of 35 plans submitting applications seeking SFA, including two funds that submitted initial applications.
Published
Signal category
Legal & Regulatory
Quote
“there is now quite the list of plans (35) that have submitted applications seeking SFA, including two funds that submitted initial applications”
— Russell Kamp|Ryan ALM, Inc. team
Company
Ryan ALM, Inc.
Protecting and preserving DB pensions through asset/liability focused fixed income management (CDI).
- Industry
- Financial Services
- Location
- Jupiter, US
- Company size
- 4 employees
Ryan ALM's mission is to solve liability driven problems through low cost, low risk solutions. Ryan ALM was founded by Ronald J. Ryan, CFA on July 12, 2004 as an Asset/Liability Management firm. The firm builds a turnkey system of proprietary synergistic products designed to measure liabilities as a Custom Liability Index (CLI) and manage assets to the CLI as Liability Beta Portfolios and Portable Alpha Portfolios. Ryan ALM is unique in having its own proprietary Index company named ALM Research Solutions, LLC. This company builds both custom and generic bond indexes. Such indexes range from Custom Liability Indexes to ETF Indexes. All indexes are daily and delivered via a private password protected web site. Our Liability Beta Portfolio™ is our proprietary cost optimization model that "cash flow matches" clients projected liability benefit payment schedules at the least cost using investment grade bonds. It is back-tested since 2009 showing a consistent cost savings of 8% to 10%. Our LBP best represents the core portfolio of a pension plan. Our team has been recognized for our expertise and results including Ron Ryan having won the William F. Sharpe Index Lifetime Achievement Award.
Founded 2004