Description: This session at the 1998 Valuation Actuary Symposium presents a framework for managing surplus based on the knowledge bases of the CFA designation and the SOA curriculum for the finance and investment specialty.

Description: This paper proposes an insurance-specific framework for determining the cost of implicit guarantees the firm provides to the individual financial products sold. It then proposes utilizing that cost in pricing and portfolio-mix evaluation. From Actuarial Research Clearing House, 2006.

Description: This session at the SOA 1990 San Francisco Spring Meeting covers new innovative capital structures for the life insurance industry and their impact on financial security. A review of different forms of capital plus the economic impact from both a regulatory and rating agency viewpoint are discussed.

Description: 1992 SOA Regional Meeting, Anaheim. This is a panel discussion on managing the adequacy of capital by setting capital targets and ensuring targets are met. External capital, performance measurement, and management of inter-company relationships were part of the discussion.

Description: Panelists discuss managing RBC through product management and through asset allocation. RBC is discussed from the U.S. and Canadian perspectives. From the 1997 Record of Society of Actuaries, Vol. 23, No. 3.

Description: This session at the SOA 1990 San Francisco Spring Meeting is about aspects of surplus management including objectives of a structured capital management program, surplus management for a stock versus mutual company, and sources and costs of raising capital.