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The Impact of Investment Adviser Regulations on Personal Actuaries
accessed 04/17/07 2 http://cfainstitute.org/cfaprog/pdf/candidate_results.pdf, last accessed 04/17/07 3 ... accessed 04/17/07 4 http://new.soa.org/files/pdf/edu-results-p1-per-feb07.pdf, last accessed 04/17/07 5 http://www ...- Authors: Teresa Winer, Carl Westman
- Date: May 2007
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Actuarial Practice Forum
- Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Qualifications
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Regulatory review of ORSA Framework
templates for use across the insurance company?17 Another item to review is how information is distributed ... and Solvency Purposes, August 11, 2008, page 36. 17 International Actuarial Association, Practice ...- Authors: Society of Actuaries, Laura A Maxwell
- Date: Oct 2014
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Hispanic/Latinos, Trust and Pensions
minority group in the United States. They account for 17 percent of the population (Unidos 2021) or approximately ... Plans Hispanic/Latino 28 13 African Americans 33 17 Whites 51 21 Source: Morrisey (2019) Pre-retirement ...- Authors: John A. Turner
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Investment Fallacies e-book
Investment Fallacies e-book Investment Fallacies: Extended periods of robust macroeconomic ... graceful exit. (Perhaps we are on the way there in the $17 trillion U.S. Treasury bond market, although I don’t ...- Authors: Society of Actuaries, Paul Conlin
- Date: Sep 2014
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
- Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
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Critical Illness Rider for Individual Insurance
Critical Illness Rider for ... Unit $9.44 $13.50 $18.63 Return on Investment (ROI) 17% 15% 9% Profit Margin 5% 3% 1% Breakeven Year 2 3 ... 93$ 0.40$ 0.18$ 0.14$ 1.01$ 17 12 3.20$ 2.19$ 2.02$ 1.63$ 0.03$ ...- Authors: WENDY SIU LUI LEE
- Date: Jan 2007
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Actuarial Practice Forum
- Topics: Health & Disability>Critical illness insurance; Life Insurance
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Workers and Retirees Could Pool Risk with Tontine Annuities
Annuity Shopper Buyer’s Guide 32, no. 1 (January 2017): 17, https://www. immediateannuities.com/annuity-shopper/as-archive ... United States—March 2017,” news release no. USDL-17-1013 (July 21, 2017): 6, table 1, http://www.bls ...- Authors: Jonathan Barry Forman
- Date: May 2018
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Public Policy
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Minimally Destructive Scenarios and Cognitive Bias
Minimally Destructive Scenarios and Cognitive Bias The author recommends the use of "minimally ... Actuary Society, Canadian Institute of Actuaries 17 One can determine how these scenarios change as ...- Authors: Mary Campbell
- Date: May 2012
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Modeling & Statistical Methods>Sensitivity testing
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Investment Fallacies e-book
in long-term mean reversion for stock returns (17 had no opinion and 49 did not believe). Without ... strong evidence of mean reversion in the markets for 17 developed economies over the period from 1900 to ...- Authors: Rowland Davis, Society of Actuaries
- Date: Sep 2014
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
- Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
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Recent Trends in Old-Age Mortality and Mortality Improvement
birth cohort at ages 103 years (19%) and 105 years (17%) was only slightly higher than the proportion at ... Underestimated Because of Data Errors. PLoS Biology 17, no. 2. https://doi.org/10.1371/journal.pbio.3000148 ...- Authors: Natalia Gavrilova, Leonid Gavrilov
- Date: Apr 2020
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Demography
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Financial Literacy and Access to Aging Resources
This will not only protect the lives and assets of 17 Financial Industry Regulatory Authority, “Financial ... Regulatory Notice 17-11 (March 2017), http:// www.finra.org/sites/default/files/Regulatory-Notice-17-11.pdf.- Authors: Cindy Hounsell
- Date: May 2018
- Competency: External Forces & Industry Knowledge>General business skills
- Topics: Pensions & Retirement>Retirement risks