Description: This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The presenters examine the role of product actuaries as marketers, discussing distinctions between marketing and sales, competitive analysis, including the technical perspective and agent input, market research, defining client needs and marketing opportunities, statistical marketing methods, educational/professional mindset, and the requirements to perform the role effectively. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 4B.

Description: This article describes an initiative of the Chief Risk Officer Forum to perform a study to benchmark internal models, so as to discuss the admissibility of these models for regulatory purposes in the context of Solvency II. The results of and reactions to that study are discussed.

Description: This session discussion is about source of profit analysis for management information, scope of SOP analysis, applications and comparisons to other financial measures. From Record of the Society of Actuaries Vol. 15, No. 2.

Description: This presentation is a concurrent session from the 1991 Meeting of the Society of Actuaries, held April 18-19 in New Orleans. The panelists discuss various topics and issues related to products marketed through the financial services industry, including the products sold and how they are distributed, the future of such marketing arrangements, whether banks and stockbrokers are a growth market, and the risks/returns to insurance companies. From the Record of Society of Actuaries, Volume 17, No. 1.

Description: 1993 SOA Meeting, Quebec. This session was about the impact of low interest rates. In 1993 the Moody's Aaa Corporate yields were near 8%. Topics included: 1. The effect by product line on different kinds of business. 2. The effect on merger and acquisition activity. 3. The interaction with tax 4. The interaction with regulatory changes.

Description: 1992 SOA Regional Meeting, Anaheim. This session addressed the product management actuary and the product management process. Topics discussed : 1. The monitoring of the environment and how that monitoring leads to the generation of ideas. 2. Consideration of how those ideas are affected by distribution, marketing, and organizational issues. 3. The setting of assumptions. 4. How to get different areas of your company to work together, and ways to bring the product to market as quickly as possible. 5. How to manage business once your company places it on the books.

Description: Full version of Risk Management, March 2006, Issue No. 7.

Description: This article gives an overview of the CFO Forum diversification paper. The key points that the CFO Forum made are: 1. The lack of sufficient diversifying strategies for risk management needs to be addressed. Therefore they provided a policy framework that promotes sound risk measurement and management practices in a way that can be implemented and supervised with confidence. 2. The lack of sufficient regulatory over-site needs to be addressed, so they presented a set of core principles to form the basis of European insurance regulation. These core principle incorporate diversification in a consistent manner.

Description: This session discussion is about annuities, surrender charges, expense management, asset management and market value adjustments. From Record of the Society of Actuaries Vol. 15, No. 3B.

Description: Presented at May 1996 Spring Meeting. Speakers from a bank, stockbrokerage and mutual fund company address, for their industry, the nature of customer contact, methods of distribution, investment management capabilities, the need for a level playing field, and potential cross-breeding of various industries.