Companies need assistance with their retirement plans in order for them to pay off their liabilities. JP Morgan Chase & Co. is a corporation that encompasses a wide range of financial aspects. Retirement plans is a crucial one. It is vital for JPMC to be able to make such monetary facets easily understandable for its clients. Our group worked on the investment process that is driven by the liability costs of JPMC’s clients. Each one of us worked in a different area; The Funds of Funds is where the client's portfolios are created, in the Liability Driven Investment the discounted liability and asset is calculated, and the Data Warehouse is what provides the necessary data.

• This report represents the work of one or more WPI undergraduate students submitted to the faculty as evidence of completion of a degree requirement. WPI routinely publishes these reports on its website without editorial or peer review.

Creator

• Li, Qiao
• Riaz, Saad
• Chang, Tianhai

Publisher

• Worcester Polytechnic Institute

Identifier

• E-project-012815-110611

Advisor

• Huang, Xinming
• Sweeney, Kevin M.
• Abraham, Jon P.

Year

• 2015

Center

• Wall Street-FinTech Project Center (Boston or New York) - MQP

Sponsor

• JP Morgan Chase & Co.

Date created

• 2015-01-28

Resource type

• Major Qualifying Project

Major

• Electrical & Computer Engineering
• Actuarial Mathematics
• Interdisciplinary

Rights statement

• In Copyright