Announcement: SOA congratulates the new ASAs and CERAs for May 2022.

Linkage of Risk Management, Capital Management and Financial Management

Research Projects – Risk Management

The CAS-CIA-SOA Risk Management Section’s Research Team is pleased to make available a new research report that explores the linkage between risk management, capital management and financial management within insurance companies and other industries. The report, written by Aaron M. Halpert and Leslie R. Marlo of KPMG LLP, was motivated by the team’s desire to examine how companies can institute processes and infrastructure to optimize the interaction between these critical functional areas.

Joint CAS-CIA-SOA Risk Management Section White Paper Project - Linkage of Risk Management, Capital Management, and Financial Management

Thank You

The CAS-CIA-SOA Risk Management Section Research Team would like to thank the following Project Oversight Group members for their participation:

  • Linda Chase Jenkins
  • John Kollar
  • Scott Orr
  • Max Rudolph
  • Frank Sabatini
  • Bob Schneider
  • Steve Siegel, SOA Research Actuary
  • Jeanne Nallon, SOA Research Assistant

Questions Or Comments?

If you have comments or questions, please send an email to