BGI Resources

Don't Kill the Golden Goose - Investment Insights Vol. 10, No. 1, February 2007 Why DB retirement plans can and should be saved, and how to do so. Download PDF Liability-relative investing - Vol. 8, Nos. 1&2, January 2005 Named "Outstanding article" in the Journal of Portfolio Management’s renowned Sixth Annual Bernstein Fabozzi/Jacobs Levy Awards. Download PDF Solving The Investor's Problem - Vol. 6, Nos. 5, August 2003 Rethinking Policy portfolios Download PDF

	Additional Resources

Pension Risk Matters – Pension Governance, LLC
Pension issues Blog.
Available at http://www.pensionriskmatters.com

Brave New World – Merrill Lynch & Casey Quirk, Sept 2007
Winning Product Strategies for a Changing Global Market
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The Coming Shakeout in the Defined Benefit Market – McKinsey&Company 2007
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The Ambachtsheer Letter – Issue #304, June 2007
Available at: http://www.kpa-advisory.com/ambachtsheer.htm

The Magic of Pension Accounting IV – David Zion and Amit Varshney, Credit Suisse Research, June 2007
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Pension Plan Risk: Using the calm before the next storm –
CFO Research Services in collaboration with Towers Perrin, March 2007
Available at: http://www.cfoenterprises.com/research.shtml (login required)

The Hit to Equity Bringing Pension and OPEB Funded Status On Balance Sheet – David Zion, Bill Carcache, Amit Varshney, Credit Suisse Research, May 2006
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The Quick Fix FASB Issues Pension & OPEB Proposal: Phase 1 – David Zion, Bill Carcache, Amit Varshney, Credit Suisse Research, April 2006
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The Magic of Pension Accounting – David Zion and Bill Carcache, Credit Suisse Research, September 2002
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There are risks involved with investing, including possible loss of principal. Risk controls and asset allocation models do not promise any level of performance or guarantee against loss of principal. Barclays Global Investor, N.A. ("BGINA"), a national banking association operating as a limited purpose trust company, manages the investment strategies and other fiduciary services referred to in this advertisement and provides fiduciary and trust services to various institutional investors. PensionSpan®, a service of Barclays Global Investors, N.A., is available to qualified employee benefit plans and institutional investors, eligibility requirements do apply. Strategies maintained by BGINA are not FDIC insured and not guaranteed by BGINA or its affiliates. BGINA is a majority-owned subsidiary of Barclays Bank PLC. Certain services, not limited to trustee and benefit payment services, provided by unaffiliated parties. This information is not an offer to sell, nor an invitation to apply for any particular product or service. © 2007 Barclays Global Investors, N.A.