Risk Management/ Compliance Model - Adding to " Operations Model" : proactive:
• Cost Reduction ( reducing the aggregate cross policy internal expense levels),
• Risk Reduction / Volatility Reduction ( without reducing yields),
• Sustainability/ Durability Extension: Stress testing , including Monte Carlos Modeling ( as appropriate),
• Productivity Improvement ( without increasing risk),
• Suitability Enhancements( role/purpose : " rounding out the portfolio"): optimum policy and asset
"pairing"/ repurposing,
• Compliance Enhancements , such as: Premium Shortfall Contingency Planning ( employing
personalized life expectancy reports) / Investment Policy Statement Updates/ Valuation Methodology
• Cost Reduction ( reducing the aggregate cross policy internal expense levels),
• Risk Reduction / Volatility Reduction ( without reducing yields),
• Sustainability/ Durability Extension: Stress testing , including Monte Carlos Modeling ( as appropriate),
• Productivity Improvement ( without increasing risk),
• Suitability Enhancements( role/purpose : " rounding out the portfolio"): optimum policy and asset
"pairing"/ repurposing,
• Compliance Enhancements , such as: Premium Shortfall Contingency Planning ( employing
personalized life expectancy reports) / Investment Policy Statement Updates/ Valuation Methodology
.
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