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e philip davis

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Prudent Person Rules or Quantitative Restrictions? The Regulation of Long-Term Institutional Investors' Portfolios
This paper examines the rationale, nature and financial consequences of two alternative approaches to portfolio regulations for life insurers and pension funds, namely prudent person rules and quantitative portfolio restrictions. The argument draws on the financial-economics of investment and the differing characteristics of institutions' liabilities, as well as evidence drawn...
Tags: Pension Fund, Restriction, Emerging Market, Investor, E Philip Davis, Benefits, Payroll Solutions, Marketing Research, Regulations, Financial Services, Human Resources, Marketing, Government
White papers 2002-05-27

Additional Resources

The SEC[acute accent]s Recent Enforcement Actions Under Regulation FD.
By Edward S. Best, James B. Carlson, Robert E. Curley, Scott J. Davis, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Kenneth E. Kohler, Philip J. Niehoff, Elizabeth Raymond, Laura D. Richman, David A. Schuette, Frederic By Edward S. Best, James...
Tags: SEC
Research articles 2003-02-26
SEC Adopts New Rules on Auditor Independence Pursuant to the Sarbanes-Oxley Act.
By Edward S. Best, James B. Carlson, Robert E. Curley, Scott J. Davis, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Kenneth E. Kohler, Philip J. Niehoff, Elizabeth A. Raymond, Laura D. Richman, David A. Schuette, Frede By Edward S. Best,...
Tags: Sarbanes-Oxley Act, SEC
Research articles 2003-03-17
SEC Adopts Professional Standards for Attorneys.
By Edward S. Best, James B. Carlson, Robert E. Curley, Scott J. Davis, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Kenneth E. Kohler, Philip J. Niehoff, Elizabeth A. Raymond, Laura D. Richman, David A. Schuette, Frede By Edward S. Best,...
Tags: SEC
Research articles 2003-03-18
SEC Adopts Rules on Use of Non-GAAP Financial Measures and Earnings Releases
By Edward S. Best, James B. Carlson, Robert E. Curley, Scott J. Davis, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Kenneth E. Kohmler, Philip J. Niehoff, Elizabeth Raymond, Laura D. Richman, David A. Schuette, Frederi By Edward S. Best, James...
Tags: non-GAAP, SEC
Research articles 2003-02-27
SEC Adopts Rules Implementing the Internal Control Report Required by Section 404 of the Sarbanes-Oxley Act.
By Edward S. Best, Michael T. Blair, James B. Carlson, Robert E. Curley, Scott J. Davis, Ronal M. Feiman, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Philip J. Niehoff, Elizabeth A. Raymond, Laura D. Richman, David A. By Edward S....
Tags: internal control, Sarbanes-Oxley Act, SEC, Section 404
Research articles 2003-06-19
SEC Adopts Final Rules Requiring Disclosure of Audit Committee Financial Experts Pursuant to the Sarbanes-Oxley Act
By Edward S. Best, James B. Carlson, Robert E. Curley, Scott J. Davis, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Philip J. Niehoff, Elizabeth Raymond, Laura D. Richman, David A. Schuette, Frederick B. Thomas, Mark R By Edward S. Best,...
Tags: audit, Sarbanes-Oxley Act, SEC
Research articles 2003-02-03
SEC Adopts Rules Implementing Sarbanes-Oxley Blackout Period Trading Restrictions.
By Edward S. Best, James B. Carlson, Robert E. Curley, Scott J. Davis, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Philip J. Niehoff, Elizabeth Raymond, Laura D. Richman, David A. Schuette, Frederick B. Thomas, Mark R By Edward S. Best,...
Tags: Sarbanes-Oxley Act, SEC
Research articles 2003-02-03
SEC Adopts New Rule on Listing Standards For Audit Committees Pursuant to the Sarbanes-Oxley Act
By Edward S. Best, James B. Carlson, Robert E. Curley, Scott J. Davis, Ronald M. Feiman, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Philip Niehoff, Elizabeth A. Raymond, Laura D. Richman, David A. Schuette, Frederick By Edward S. Best, James...
Tags: audit, Sarbanes-Oxley Act, SEC
Research articles 2003-04-29
Stanford's finance chief pleads guilty
James Davis, the second-highest ranking executive at the Stanford Financial Group, on Thursday pleaded guilty to charges connected with the alleged $7bn fraud at the group. Mr Davis, 60, who made the plea in a co-operation agreement with authorities, was subdued as he pleaded "guilty, your honour" to three felony...
Tags: authority, Patton Boggs Llp, Allen Stanford
News items 2009-08-27
Annual Update for Form 10-K and Proxy Statement Preparation.
By Edward S. Best, James B. Carlson, Robert E. Curley, Scott J. Davis, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Kenneth E. Kohler, Philip J. Niehoff, Elizabeth Raymond, Laura D. Richman, David A. Schuette, Frederick B. Thomas, Mark R. Uhrynuk and James R. Walther ...
Tags: accounting, audit, FINANCE, financial, GAAP, MD&A, SEC
Research articles 2003-02-28
Disclosure of Codes of Ethics for Senior Officers
By Edward S. Best, James B. Carlson, Robert E. Curley, Scott J. Davis, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, James J. Junewicz, Philip J. Niehoff, Elizabeth Raymond, Laura D. Richman, David A. Schuette, Frederick B. Thomas, Mark R. Uhrynuk and James R. Walther Section 406...
Tags: ethics, officer, SEC, waiver
Research articles 2003-02-03
Shareholder Approval Requirements for Equity Compensation Plans; Brokers Ability to Vote on Those Plans.
By Edward S. Best, Michael T. Blair, James B. Carlson, Robert E. Curley, Scott J. Davis, Jeffrey I. Gordon, Robert A. Helman, Michael L. Hermsen, Debra B. Hoffman, James J. Junewicz, Wayne R. Luepker, Philip J. Niehoff, Elizabeth A. Raymond, Laura D. Richman, David A. Schuette, Frederick B. Thomas, Mark...
Tags: compensation, equity, FINANCE, issuance, Nasdaq Stock Market Inc., NYSE Euronext, shareholder
Research articles 2003-07-23
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