Practical analysis for investment professionals
15 August 2012

Take 15: Pension Finance with Barton Waring (Video)

Defined benefit plans are in a state of crisis as accrued liabilities are expanding, resulting in companies struggling to pay for the increased funding costs. Learn ways that these defined benefit funds can be modified to provide adequate benefits for employees and acceptable cost for employers.

M. Barton Waring is former global chief investment officer for investment strategy and policy at Barclays Global Investors. He serves on the editorial boards of the Financial Analysts Journal, the Journal of Portfolio Management, and the Journal of Investing.


This episode of the Take 15 Series was originally released on 25 July 2012.


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Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

About the Author(s)
Bud Haslett, CFA

Bud Haslett, CFA, is executive director of the Research Foundation of CFA Institute and head of risk management and derivatives. Previously, he served as director of option analytics at Miller Tabak + Co., LLC, and as CEO of Miller Tabak Capital Management. Haslett also spent two decades on the options trading floor, where he managed portfolios of stocks and options. He also served as a board member of CFA Society New York, chair of the board of regents for the Financial Analysts Seminar, and president of the CFA Society Philadelphia. Haslett was an active volunteer for CFA Institute, having served in a variety of capacities, including as a CFA exam grader and member of the Council of Examiners. He has also taught coursework on options at New York University, Johns Hopkins University, and Rutgers. Haslett is the founding chairman of the derivatives committee for CFA Society New York and is a member of the Institutional Investor Advisory Committee for the Chicago Board Options Exchange. He has conducted option presentations and workshops at more than 50 CFA Institute societies. Haslett holds master’s degrees from the University of Pennsylvania and Drexel University, and he has earned the Financial Risk Manager designation. Topical Expertise: Derivatives · Risk Management

1 thought on “Take 15: Pension Finance with Barton Waring (Video)”

  1. Diyona Joe says:

    This Video had great information. Thank You

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