Register by July 23, 2018.
This presentation is the first of a series of “PBR without adopting PBR” webcasts provided by the Smaller Insurance Company section. The series will examine process, governance and analysis required under PBR that could benefit the Smaller Insurance Company actuary, even though the company may use the small company exemption.
This presentation will cover “Setting Investment Strategy for the Smaller Insurance Company Actuary”. Asset Adequacy Testing requires the actuary to document the investment assumption. PBR requires the actuary to document the investment strategy, the method to determine the investment strategy, why the assumption is appropriate, and on-going processes to assure the assumption is appropriate moving forward. The presentation will cover more simplified methods to setting investment strategy to more detailed analysis that optimizes economic value of the company.
Frank J Cataldo FSA,MAAA
Conning Asset Management
Adam K Wendling FSA,MAAA
Senior Financial Actuary
1.50 SOA CPD
Smaller Insurance Company Section