Leveraging defence into offence: enhancing absolute and risk-adjusted equity returns with tail risk management overlays

B Schwalbach, C Auret - Investment Analysts Journal, 2023 - Taylor & Francis
Research has shown that tail risk hedging using explicit option purchases and trend-
following effectively mitigate equity tail risk. This paper demonstrates that these defensive …

Understanding the Impacts of Altering Safe Harbor Plans within Small Business Organizations

SK Velikova - 2021 - digitalcommons.liberty.edu
In the past three decades, many companies have adopted less expensive, relatively easier
to establish, modify, amend, and terminate safe harbor 401 (k) retirement plans. By adopting …