Description: This report summarizes the results of a 2022 survey examining mortality improvement practices of life and annuity companies in the U.S. and Canada.

Description: This article discusses the results of the annual survey.

Description: Summary of research project designed to document method to credit interest rates to account value based products. The investment year method (IYM) can theoretically align with investment strategy and be fair to policyholders. These products were designed in the 1980s with guaranteed nominal rates above what is currently accessible so most products credit the guaranteed rate. This paper documents how it could be resurrected during the next interest rate cycle.

Description: Presented at May 2002 Spring Meeting. Attendees learn about tools used to manage enterprise risk and optimize firm value. Potential topics include economic surplus, earnings at risk, and law of one price. Attendees learn how various risk-management tools can complement each other.

Description: In this article, the author discusses financial regulation and the financial crisis.

Description: An entry in the L&D Section’s “Actuarially, I Believe This” Contest.

Description: Investment Fallacies: The Best Model Doesn't Win

Description: The article is a re-cap of the Chairman's last three years as a member of the Investment Section Council.

Description: This report presents the major findings from the 13th annual emerging risk survey.

Description: Since 2008 the Joint Risk Management Section, sponsored in partnership by the Canadian Institute of Actuaries (CIA), Society of Actuaries (SOA) and Casualty Actuarial Society (CAS), has annually conducted a Survey of Emerging Risks. As the researcher for this project, I have asked open-ended questions thought to be useful to risk managers. Andy Grove noted the importance of viewing problems from an outsider’s perspective. After a strategy he implemented had struggled, he hypothesized how the strategy would change if he was fired. This paper summarizes activities that are perceived as adding value by risk managers. Each company is unique based on the skill set of the risk team and needs of the firm, many of which are strategic and can be fulfilled through well thought out scenario testing. These can be split into eight themes.