Mcmaster University Pensions Plans Analysis

934 Words 4 Pages

McMaster University Pensions Plans The Investment Sub-Committee on the Board of Trustees of McMaster University pension plans is scheduled to meet to evaluate the performance of Investments the established benefit and contribution plans that are provided. Given the stipulations in the McMaster University Statement of Investment Policies (SIP), an opinion about the plan’s current investment manager must be provided. The process towards giving that opinion involves collecting any additional information regarding the existing plan investment manager i.e. ABR Investment Manager. The information received from the ABR Investment Management can be used to outline concerns, questions, and comments regarding current performance. However, the identification of the next course of action requires additional information based on the university’s SIP document.
Concerns and Questions on …show more content…
While the investment management firm has provided an investment report that shows plan performance up to the latest quarter, it has not provided the actual investment strategy since past reports as required by the university’s SIP document. In addition, information regarding the current and expected economic and investment conditions in the market will be requested. This information will be based on various terms that help in developing an investment strategy to be utilized in the coming period. These terms include change in minimum total return over a period of five years, change in asset mix within the previously mentioned constraints, and the degree with which the average term of fixed income securities should be lessened or increased. The other terms are changes in the measurements of equities in several categories of TSE 300 Index or any other relevant index and any proposed change in the Investment Policy ((McMaster University,

The Impact Evaluation Of The Thai-ASEAN Student Exchange Programme

Assisting to access the data resources 5.Considering the interpretation and analysis of the findings 6. Exploiting the findings 7. Assisting to disseminate the findings to other stakeholders Before starting the evaluation 1. Consulted about the evaluation planning and process as well as funding During the evaluation 2. Asked for the assistance to access the data such as providing the related documents, issuing the cover letters to Thai universities to ask for their participation in the evaluation 3.…

Words: 877 - Pages: 4

Essay on Literature

You can use different methods such as APA style, MLA style or the Vancouver system. Conclusion A literature review is a critical evaluation of extensive research and theory relating to a specific topic. It is the process of analysis and synthesis of previous work in order to produce a summary of the knowledge on that topic. It gives insights into the background and context of a proposed study and is a logical, coherent argument that arises from a critical analysis of the state of knowledge in a specific topic area. Important words found in the text: * YIELD.- the act of producing Investment that…

Words: 639 - Pages: 3

Importance Of Nomination And Election Process

Special attention should be paid to chapter Bylaws regarding discussion of qualifications since any changes in procedure will need to be made prior to the Report of the Nominating Committee (see the section of this document called “Discussion of Qualifications”). – For the chapter, conduct a review of the duties, qualifications and areas of responsibility for each elected office and standing committee chairman. – Prepare and post a list of members who are willing and eligible for nomination. In order to be eligible for nomination and to hold office, members must meet financial obligations, standards of conduct and the Fraternity grade requirement for the previous term. Therefore, the Vice President-Standards, Vice President-Academic Excellence and Treasurer shall assist in the preparation of this list.…

Words: 1489 - Pages: 6

Case Study Of An IT Disaster Recovery Team

These can include the following: • Cash flow position. • Temporary borrowing capability. • Upcoming payments. • Availability of corporate credit cards to pay for supplies and services required after the Major Event or the Risk. (c) Financial issues management strategy The CEO will implement a financial issues management plan in response to the financial assessment and to address the financial requirements.…

Words: 987 - Pages: 4

The Two Career Paths In The Finance Industry

To obtain the last stage, applicants are required to complete 5 years of experience in the financial industry (Convention, 2014). I find this aspect to put me at a disadvantage in pursuing this career as I personally would have liked to have completed my education and not return to it after 5 years. To return to the initial question, the career path that ICAEW are offering may not be suitable for myself in the future because of the requirements of the corporate finance qualification listed…

Words: 1019 - Pages: 4

The Importance Of A Strategic Plan

The meeting topics will guide us through discussions that will result in the following: • Internal and external analyses are necessary. SWOT analysis. • Balanced Scorecard (in other words, our evaluation tool) to develop goals that address internal and external forces.  Financial metrics, internal process metrics and human capital are internal forces.  Customer satisfaction in value is an external Force.…

Words: 866 - Pages: 4

The Importance Of A Financial Advisor

How to become a financial advisor? General description of the job A financial advisor assists clients with their financial matters such as finding insurance options, retirement planning, and investment strategies. Financial advisors have a thorough understanding of banking procedures and policies, stock market regulations, and insurance policies. To become a financial advisor, one should enjoy managing money and working directly with clients. A financial advisor is responsible for meeting with a client and helping them with budgeting, planning for retirement, exploring stock options, or choosing an appropriate insurance policy.…

Words: 1111 - Pages: 5

The Importance Of Scope Statement

However prior to doing this, I would look to justify the aim, objectives and scope by conducting an environmental and organisational analysis (using tools such as SWOT analysis, PERT and Gantt planning tools, cost benefit analysis, resource audits, risk registers etc). I would consider the need for a Project Charter; however the Scope Statement would also contain similar information and given the nature of this assignment, might be considered overkill. I would conduct a full risk assessment. Given the power stakeholders can have over the success and failure of projects, I would also conduct a stakeholder analysis and seek to obtain their views and support for the project. Their involvement throughout the project is critical; hence I would establish a process of communication from the onset.…

Words: 3363 - Pages: 14

Guidelines To Briargrove Risk Management Techniques

Briargrove Risk Management Techniques Anthony Redhead Grantham University Project Management Integration Framework (BA 647) Introduction This paper will discuss questionnaires and surveys as tools of project risk assessment. In the paper, I provide a clear guideline to Briargrove concerning how to manage risk using these tools in any project. The paper has also attached to it an example of a questionnaire that could be utilized in the Briargrove project. The paper has provided a proper description of how to employ questionnaires and surveys in monitoring and assessing risks in projects. Briargrove Risk Management Techniques A project comprises of a range of activities, for instance scope, timeline, budget, tasks among…

Words: 1400 - Pages: 6

Bellarmine University Case Study

These topics have been identified by various current employees of the university and cover a variety of areas. Broadly, these categories are the management structure of the university, lack of funds, detailed diverse interests which will be described later in the paper, and fostering innovation. Our five-year…

Words: 1190 - Pages: 5

Mcmaster University Pensions Plans Analysis

Related Documents

The Impact Evaluation Of The Thai-ASEAN Student Exchange Programme

Essay on Literature

Importance Of Nomination And Election Process

Case Study Of An IT Disaster Recovery Team

The Two Career Paths In The Finance Industry

The Importance Of A Strategic Plan

The Importance Of A Financial Advisor

The Importance Of Scope Statement

Guidelines To Briargrove Risk Management Techniques

Bellarmine University Case Study

Related Topics

Ready To Get Started?

Discover

Company

Follow