Description: As results emerged showing the influence of COVID-19 on recent mortality, the Society of Actuaries Research Institute’s Mortality and Longevity Strategic Research Program Steering Committee (MLPSC) began to ponder what it means for the future. Was the coronavirus pandemic just a temporary shock to U.S. mortality with mortality quickly returning to prepandemic levels upon its conclusion or a lingering factor in future U.S. mortality from the potential occurrence of new coronavirus variants, post-COVID-19 conditions (“long COVID”), deferral of needed health care treatment, a fatigued health care system and other elements? Only time will provide the answers to these questions.

Description: View the Avoiding Unfair Bias in Insurance Applications of AI Models

Description: View the ERM-GC Model Solutions - Spring 2022.

Description: View the ERM-INV Model Solutions - Spring 2022.

Description: View the QFI QF Model Solutions - Fall 2021.

Description: View the RET RPIRM Model Solutions - Spring 2022.

Description: View the ILA LAM Model Solutions - Spring 2022.

Description: View the QFI PM Model Solutions - Spring 2022.

Description: View the Spring 2022 ERM – Enterprise Risk Management RET Exam.

Description: View the ILA LFMU Model Solutions - Spring 2022.

Description: View the ILA LPM Model Solutions - Spring 2022.

Description: The Chinese insurance market is grappling with product innovation, business growth and regulatory oversight as it tries to keep pace with a sharp growth in demand across product segments. In this context, the authors have highlighted insurance trends in China, based on available research and literature, with a particular focus on topics that will drive the enterprise risk management (ERM) function of insurance companies. ERM provides an opportunity for insurers to identify and mitigate potential insurance risks by enhancing their policies and risk management activities. This report explores the insurance trends in detail, drawing on findings from interviews of practitioners in the Chinese market, to provide context for the drivers of ERM transformation.

Description: View the Exam PA Model Solutions December 7, 2020.

Description: Attendee guide information.

Description: View the Spring 2022 Corporate Finance And ERM — Strategic Decision Making Exam.

Description: View the Spring 2022 ERM Exam Case Study.

Description: View the Spring 2022 Life ALM and Modeling Exam.

Description: View the 2022 SOA Student Research Case Study Challenge.

Description: View the Fall 2022 ERM – Enterprise Risk Management Exam Introductory Study Note.

Description: View the Fall 2022 Life ALM and Modeling Introductory Syllabi.

Description: View the Fall 2022 QFI – Portfolio Management Exam Syllabus.

Description: View the Fall 2022 ERM – Enterprise Risk Management Exam.

Description: View the Fall 2022 Quantitative Finance And Investment—Investment Risk Management Introductory Study Note.

Description: View the Fall 2022 Quantitative Finance And Investment—Quantitative Finance.

Description: View the CFE - Strategic Decision Making Exam - Spring/Fall 2022.

Description: The Society of Actuaries Research Institute is pleased to make available a report that aims to understand the cause of low annuity demand through the angle of mortality model uncertainty.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.

Description: View the CFE - Strategic Decision Making Exam - Spring/Fall 2022.

Description: View the ERM Case Study Spring 2022

Description: View the Fall 2021 ERM – Enterprise Risk Management ILA Exam.

Description: View the QFI PM Model Solutions - Fall 2021.

Description: View the ILA LFMU Model Solutions Fall 2021.

Description: View the ERM-INV Model Solutions - Fall 2021.

Description: View the QFI QF Model Solutions - Fall 2021.

Description: View the ERM-GH Model Solutions - Fall 2021.

Description: View the ILA LPM Model Solutions - Fall 2021.

Description: View the Fall 2021 ERM – Enterprise Risk Management RET Exam.

Description: View the ERM-GC Model Solutions - Fall 2021.

Description: View the GH DPA Model Solutions - Fall 2021.

Description: View the CFE SDM Model Solutions - Fall 2021.

Description: View the A Report on an Online Survey of 602 Adult Children of Recently Deceased Parents

Description: Climate change affects everyone. Proactive responses that look forward to anticipate future conditions will optimize infrastructure investments rather than dealing with the crisis as extreme events arrive. Cities can address local concerns utilizing a process that is repeatable in other jurisdictions.

Description: Appendix to report, Variable Uninsured (Value) Life Annuities

Description: Presentation of Long-Term Care Insurance Mortality and Lapse Study presentation to NAIC Health Actuarial (B) Task Force (HATF) on November29,2021.

Description: This study and report have the following primary purposes: 1. Evaluate recent mortality experience relative to standard industry mortality tables, at a broad level. 2. Observe general trends in mortality experience by key policy characteristics. Where possible, provide insights into the industry changes contributing to the observed trends. 3. Provide the underlying data in spreadsheet pivot table format for further investigation by qualified actuaries. Provide data also in a delimited text file and Tableau dashboards for use with other software tools.

Description: View the Fall 2021 Corporate Finance And ERM — Strategic Decision Making Exam.

Description: View the Fall 2021 Individual Life and Annuities Life Financial Management, U.S Exam.

Description: View the Fall 2021 ILA – Life Product Management Exam.

Description: View the Fall 2021 General Insurance - Financial And Regulatory Environment – U.S. Exam.

Description: View the Fall 2021 ERM Exam Case Study.

Description: View the Fall 2021 Quantitative Finance And Investment—Quantitative Finance Exam.

Description: The aim of this project is to present proposals for Variable Uninsured Life Annuities—or “Value annuities.” The report and the accompanying models illustrate how Value annuities work.

Description: Spring 2022 QFI – Portfolio Management Exam Syllabus

Description: Spring 2022 Quantitative Finance And Investment—Investment Risk Management Introductory Study Note

Description: Spring 2022 ERM – Enterprise Risk Management Exam Introductory Study Note

Description: Spring 2022 Quantitative Finance And Investment—Quantitative Finance

Description: Spring 2022 Life ALM and Modeling Introductory Syllabi

Description: Spring 2022 ERM – Enterprise Risk Management Exam

Description: This report provides an educational background on the process of building predictive models, as well as a detailed presentation of the model results. Predictive models provide a method to capture variation by multiple variables and understand the relationship between these variables. This allows for a deeper understanding of key variables than is possible under a traditional approach.

Description: View information on the QFI QF Model Solutions Spring 2021.

Description: This is the user guide for the Mortality Improvement Model, MIM-2021, Data Analysis Tool

Description: LIME 2021 Supplement

Description: The Society of Actuaries Aging & Retirement Strategic Research Program and Retirement Section are pleased to make available a report that introduces predictive analytics to pension actuaries.

Description: The Society of Actuaries Research Institute commissioned this study to highlight the leading emerging technologies that may significantly affect the actuarial profession over a three-year horizon. This study will act as a guide and a resource for actuaries or potential employers to identify the prospective tools to enhance or expand actuarial work, for people collaborating with actuaries who may be affected by these technologies, and for leaders looking to enable teams employing actuaries through the introduction of these tools. It’s noted that actuaries should embrace technologies that enhance the remote working experience within their internal teams and across departments by investigating functionalities beyond messaging and video calls. Actuarial organizations and employers should examine technologies where there is a wide range or gap in maturity and familiarity and evaluate whether a knowledge gap exists and whether any gap is due to lack of education and training.

Description: The essay describes an application of “Do Jumps Matter in the Long Term? A Tale of Two Horizons,” by Jean-François Bégin and Mathieu Boudreault, published in the North American Actuarial Journal online Jan 5, 2021

Description: This report discusses management decision making practices and the need for actuaries to build the appropriate level of variability for management actions in stochastic models to achieve a more realistic range of future experience among the stochastic scenarios.

Description: Crop insurance plays an important role in mitigating food production disasters and keeping a robust food production system in the United States. Crop insurance increases stability in food and fiber production, smoothing variability which would otherwise occur because of weather patterns and changes in international trade regulations and markets. Stability increases the ability of farmers to make long-term investments that increase production efficiency and keep productive land in agriculture.

Description: The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) are pleased to publish this essay collection on Aging and Retirement Issues in People of Different Races and Ethnicities. This effort explores how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and promotes a better understanding of the underlying issues surrounding the differences.

Description: The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) are pleased to publish this essay collection on Aging and Retirement Issues in People of Different Races and Ethnicities. This effort explores how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and promotes a better understanding of the underlying issues surrounding the differences.