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  • Investment Policy In A Changing Economy
    Investment Policy In A Changing Economy This panel discussion presented at the April 1976 SOA meeting in Washington D.C. presents opinions and information related to investment policy in a ...

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    • Authors: Donald D Cody, William A Dreher, Irwin T Vanderhoof, Allan B. Roby
    • Date: Apr 1976
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investments
  • Equity Forms of Savings
    Equity Forms of Savings Summary of panel discussion which looked at the implications for life insurance companies of the increasing interest in equity forms of savings, as evidenced by the growth ...

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    • Authors: Society of Actuaries, Robert M Duncan, Harry M Sarason, Edward G Wendt, Harold R Lawson
    • Date: Apr 1954
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Finance & Investments>Investment policy; Life Insurance
  • A Workable Approach to Lifetime Income in DC Plans
    A Workable Approach to Lifetime Income in DC Plans This article offers insights about the United Technologies Corporation lifetime income approach and information on the design, administration ...

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    • Authors: Kevin T Hanney
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Investment policy; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management
  • Asset Adequacy Analysis for the Long Term Care Product: A Case Study
    Asset Adequacy Analysis for the Long Term Care Product: A Case Study Discussion of Asset Adequacy Analysis for one company's Long Term Care Product. Includes a discussion of the need for ...

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    • Authors: Amy Pahl
    • Date: Nov 2004
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Enterprise Risk Management>Portfolio management - ERM; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments
  • Investment Fallacies e-book
    Investment Fallacies e-book Investment Fallacies: The Misconceptions of Retirement Risks currency risk;investment policy;investment risk;financial management;financial planning;risk metrics;risk ...

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    • Authors: Dimitry D Mindlin, 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
  • The Financial Crisis and Lessons for Insurers
    The Financial Crisis and Lessons for Insurers This report examines the subprime mortgage crisis and related financial consequences from the perspective of the insurance company. Asset allocation; ...

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    • Authors: Robert W Klein, Shaun Wang, George H Zanjani, Gang Ma, Application Administrator, XIANGJING WEI
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Finance & Investments>Investment policy
  • Asset Management for an Insurance Company
    Asset Management for an Insurance Company This discussion is on asset management for an insurance company, including issues of varying investment strategies for different product lines through ...

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    • Authors: Steven Eisenberg, Raymond J Nacin, Stanley B Tulin
    • Date: Oct 1981
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Investment strategy - Annuities; Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investments; Life Insurance>Investment strategy - Life Insurance
  • Investment Fallacies e-book
    Investment Fallacies e-book Investment Fallacies: The Fable of the Storyteller and the Market currency risk;investment policy;investment risk;financial management;financial planning;risk metrics; ...

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    • Authors: Society of Actuaries, Steven Scoles
    • 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
  • Investment Fallacies
    Investment Fallacies E-book contains 16 topical essays that express the opinions and thoughts of a number of authors on the subject of Investment Fallacies. Currency risk;Investment policy; ...

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    • Authors: Society of Actuaries, Leslie Smith
    • 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
  • Setting Investment Policy For Life Insurance Company Products
    Setting Investment Policy For Life Insurance Company Products This session from the 1984 SOA New York City Meeting discusses setting investment policy with an emphasis on interest sensitive ...

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    • Authors: Bruce Bengtson, Walter J Blasberg, James J Carey, James Hess, James A Tilley
    • Date: May 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investment policy
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