Forbes contributors publish independent expert analyses and insights. David John Marotta is a financial advisor covering financial planning. Typically, your financial plan contains assets, liabilities ...

Anyone going into business needs to be familiar with the concepts of assets and liabilities, revenue and expenses. If your business were a living organism, these would be its vital signs. Assets and ...

When investing, assessing a company’s assets and liabilities is a basic requirement to determine what the company is worth. Thankfully, public companies file their financial statements with the ...

8.Since liabilities are more illiquid, the asset–liability analysis and management can be largely asset centric given the existing liabilities. 9.Having selected a targeted point on an efficient ...

A matched book is a risk management process used by banks to keep their assets and liabilities at appropriate levels and ensure sufficient liquidity. A matched book ensures equal asset and liability ...

This chapter discusses the valuation of assets and liabilities under Solvency II. Given that strategic asset allocation and investment management are key aspects of an insurer’s business, especially ...

Liability-driven investing, or LDI, is an investment strategy that focuses on matching assets with liabilities. This strategy is used by pension plans to hedge against market-related risks that could ...

If you are a student of finance studying ALM, the last few weeks must have been quite a perfect academic period to witness the SVB debacle unfold, as you mapped this use case to some of the written ...

Assets increase company revenue or reduce expenses, vital for evaluating opportunities. Balance sheets categorize assets as current or non-current, impacting investment analysis. Asset turnover and ...