Studio Olivieri&Associati – Consulenza Attuariale e Finanziaria

(+39) 06 97614458 – Via Alberico II, 35 00193 Roma

Professional Pension Funds and Pension Funds

ACTUARIAL, STATISTICAL AND FINANCIAL ASSESSMENTS, ACCOUNTING SUPPORT AND HIGH TRAINING FOR BOARD

The activities that Studio Olivieri & Associati offers are shown below:

Drafting and revision of technical financial statements (also according to international accounting standards), forecast of annual flows of income and expenditure, sensitivity analysis and analysis of sustainability and adequacy of the amounts guaranteed to members;

Technical assistance in the Professional Pension Fund reform processes and in the Pension Funds transformation / liquidation procedures;

Calculation of capitalization offers in case of liquidation / transformation of Pension Funds;

Construction of processing coefficients in rent and release and rejoining;

Actuarial valuations for pension funds within the Stress Test conducted by EIOPA – European Supervisory Authority for Pension Funds and Insurance Companies;

Actuarial valuations of the defined benefit Pension Funds of the credit sector within the Stress Test conducted by EBA (European Banking Authority) and Stress Test for ICAAP purposes;

Development of models for the integrated management of assets and liabilities and optimization of investments, using Asset / Liability Management (ALM) techniques;

Development of IT procedures aimed at drafting technical financial statements and simulating / estimating pension benefits;

Implementation of Business Intelligence environments;

Feasibility analysis for the introduction of health reimbursement plans and self-managed Long Term Care coverage;

Consulting aimed to the feasibility analysis for the internalisation of the management of health reimbursements for the Privatized Professional Pension Funds;

Individual simulation of the public and complementary pension;

Monitoring of financial management;

Assistance during the preparatory phase and evaluation for selection tenders for managers;

Analysis of the characteristics of the participants: estimation of the degree of risk tolerance and assessment of social security need;

Choice of benchmarks and risk parameters.

The activity of Olivieri & Associati is the result of a profound synergy between professional and academic experience; Thanks to these skills, Olivieri & Associati designs and provides training courses addressed to the Administration Bodies and to the offices of Professional Pension Funds and Pension Funds.

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