Faculty Advisor

Abraham, Jon P.

Faculty Advisor

Gerstenfeld, Arthur

Faculty Advisor

Huang, Xinming

Faculty Advisor

Sweeney, Kevin M.

Center

Wall Street MQP

Abstract

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.

Publisher

Worcester Polytechnic Institute

Date Accepted

January 2015

Major

Interdisciplinary

Major

Electrical and Computer Engineering

Major

Actuarial Mathematics

Project Type

Major Qualifying Project

Accessibility

Unrestricted

Advisor Department

Mathematical Sciences

Advisor Department

Business

Advisor Department

Electrical and Computer Engineering

Project Center

Wall Street MQP

Your accessibility may vary due to other restrictions.

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