2018 Society of Actuaries Student Research Case Study Challenge

The Society of Actuaries (SOA) is dedicated to advancing education and research for the actuarial profession. As part of its mission, the SOA recognizes the importance of partnering with colleges and universities to help develop future actuaries. With this in mind, the SOA’s Research Department is holding a Student Research Case Study Challenge, which provides an opportunity for teams of students to apply their actuarial skills on a real world problem. Read the details of the case study, which focuses on reviewing the sustainability of a country’s long term care social insurance system.

SOA Announces Recipients of Case Study Challenge

 The Society of Actuaries (SOA) announces the recipients of the Student Case Study Challenge:

  • First place:  Cass Business School; City, University of London, with a $5,000 grant. ( Winning Submission)
  • Second Place:  Nanyang Technological University, with a $3,000 grant. ( Winning Submission)
  • Third place:  University of Lisbon, with a $2,000 grant.   ( Winning Submission)

Other finalists, in alphabetical order, are:

Semi-finalists, in alphabetical order, are:

  • Australian National University
  • Ball State University
  • Indiana University
  • National University of Malaysia
  • Université Catholique de Louvain
  • University of Melbourne
  • University of New South Wales
  • University of St. Thomas

We’re pleased to announce that the following European universities have been invited to the  31st International Congress of Actuaries 2018 in Berlin, Germany to participate in a session highlighting  2018 Student Research Case Study Challenge Presentations, which will be held on Wednesday, June 6th, 2018.   

  • Cass Business School; City, University of London
  • Saïd Business School, University of Oxford
  • University of Lausanne
  • University of Lisbon

About The Student Research Case Study Challenge

Over the course of eight weeks, teams of up to five students will research a case study situation, conduct actuarial analysis, formulate solutions, and present recommendations.  The work will require a team approach to identify issues and organize priorities.  The team will need to understand and select from potential data sources, develop models with appropriate accuracy metrics, summarize relevant results, and then present recommendations in a written format.  Teams are encouraged to seek guidance from a faculty advisor to assist them in their overall approach.  Teams can look forward to showcasing their creativity while building synergies within an actuarial setting.


Bellagos LTC Social Insurance System Overview

Bellagos BRMC Spreadsheet - v1 Original Release 02092018

Bellagos BRMC Spreadsheet – v2 02122018; Updates for Ages of 3rd Members of Household; Clarification of Incomes


Questions and Comments

If you have any comments or questions, please send an email to research@soa.org.