Learn about the financial research studies and reports from the Society of Actuaries. Our organization develops a variety of financial and investment research reports.
Finance and Investment Research
Recent Publications
COVID-19 Investment Section Member Survey Summary Report
As part of its ongoing effort to provide useful information on COVID-19, the Society of Actuaries issued a brief survey to its Investment Section members to gain insight as to how COVID-19 is impacting investment professionals. The survey results are intended to help members compare their thinking and future expectations of COVID-19 with their peers.
Population Aging, Implications for Asset Values, and Impact for Pension Plans: An International Study
The Society of Actuaries is pleased to make available material for a multi-phased research effort investigating Population Aging and its impact on pension plans.
Liability-Driven Investment – Benchmark Model
The Society of Actuaries’ Retirement Section Research Committee and Committee on Finance Research are pleased to make available research material that developed a Liability-Driven Investment (LDI) benchmark framework.
Real Time Delphi Study of Four Economic Variables
Read the new and improved version of the 2005 Society of Actuaries Delphi study of four economic variables.
Research Reports
Most Viewed
Predictive Modeling: A Modeler's Introspection - A Paper Describing How to Model and How to Think Like a Modeler
Read the case study on predictive modeling for long-term disability pricing.
Read the case study on predictive modeling for long-term disability pricing.
Research Opportunity
Finance Research Projects
The SOA is seeking proposals for research projects that will produce information, data, theoretical models and/or empirical tools that actuaries in investment and other finance-related areas can use.
The SOA is seeking proposals for research projects that will produce information, data, theoretical models and/or empirical tools that actuaries in investment and other finance-related areas can use.
Experience Studies
Most Viewed
2003-12 Credit Risk Loss Experience Study: Private Placement Bonds
This report measures incidence rates, loss severities and economic loss rates associated with credit risk events for privately placed debt during the years 2003-2012.