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  • Investments and Investors - A Disability Perspective
    Investments and Investors - A Disability Perspective Presented at June 1996 Spring Meeting. An investment manager discusses investment strategy for a disability insurer and a rating agency ...

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    • Authors: Richard S Mattison, Jeffrey Schuman, Lee A Herdle
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments; Health & Disability>Disability insurance
  • Current and Future Instruments Available to Insurers
    Current and Future Instruments Available to Insurers 1994 SOA Spring Meeting, Orlando. In this session panelists discussed new investment options including an overview of traditional assets, ...

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    • Authors: Alfred Weinberger, Robert Stricker, Michael H Siegel
    • Date: Apr 1994
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Investments
  • Measuring Insurance Company Investment Performance
    Measuring Insurance Company Investment Performance 1994 SOA Spring Meeting, San Francisco. This session discussed the work of an industry group that is in the process of developing total ...

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    • Authors: Joseph J Buff, Robert W Burgess, G Kevin Gough, Edwin P McCausland, Michael J Millette
    • Date: May 1994
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments
  • IRS Issues Ruling Applying Diversification Rules to Illiquid Funds
    IRS Issues Ruling Applying Diversification Rules to Illiquid Funds Discussion of the March 1, 2013 Internal Revenue Service (“IRS”) release of PLR 201309011, which addresses the application of ...

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    • Authors: Bryan W Keene, Alison R Peak
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • 3B: Insurance Company Investment Risk Management – What Remains to be Addressed
    3B: Insurance Company Investment Risk Management – What Remains to be Addressed Investment risk management has become a core competency of insurance companies, and much has been discussed on this ...

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    • Authors: Tully Sun Cheng, Poojan Jitendra Shah, Liang Zhang, Robert McGinley
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Economics; Economics>Financial economics; Finance & Investments; Finance & Investments>Investments; Finance & Investments>Portfolio management - Finance & Investments
  • The Far East: Stepping Up
    The Far East: Stepping Up This article delves into the challenges and opportunities of the Asian insurance market, focusing on insurance investment management. Investment strategy;Investment ...

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    • Authors: Frederick Yiu Fai Ngan, Eric Alan Forgy, Michael Kwan Yu Chan
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Actuary Magazine
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Investments
  • What Your Manager Won’t Tell You about Investment Benchmarks
    What Your Manager Won’t Tell You about Investment Benchmarks How to be prepared for a meeting with your investment manager and judging your investment portfolio's performance by comparing ...

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    • Authors: Alton Cogert
    • Date: Aug 1999
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Investments
  • Chairperson’s Corner
    Chairperson’s Corner A discussion on investment strategies and long-term financial planning techniques. Financial accounting controls; Financial Accounting Standards Board=FASB; Financial ...

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    • Authors: Chad Aaron Hueffmeier
    • Date: Feb 2012
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments
  • The Importance of Making Things More Complex
    The Importance of Making Things More Complex Feature article discussing the complexity of financial markets. Financial accounting controls; Financial Accounting Standards Board=FASB; Financial ...

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    • Authors: Steven Scoles
    • Date: Feb 2012
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments
  • An Introduction to Private Equity and Infrastructure Investing
    An Introduction to Private Equity and Infrastructure Investing Provides an overview of special characteristics of private equity and infrastructure asset classes, based on the perspective of ...

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    • Authors: David Rogers, John W. Gray
    • Date: Aug 2015
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments