Description: This session will demonstrate the advantages of approaches to duration matching and cash flow matching. Plan examples and sponsor’s objectives will be presented. An overview of when to choose one approach versus a blend of the two approaches will also be covered.

Description: The Investment Symposium is a day-and-a-half long seminar that will focus on the issues and questions faced by investors and risk managers, especially related to insurance companies and retirement plans. Presenters will discuss the big picture issues and explore practical solutions to today’s challenges. Experts will share new approaches to portfolio management and cutting edge research in asset-liability management. Technology, regulation and the economic environment will

Description: This session from the 1995 SOA Boston Meeting discusses the development of an investment strategy for a single premium deferred annuity product including liability modeling, risk measurement and management and product features. From the Record of the Society of Actuaries, Vol. 21, No. 4a.

Description: Infrastructure investments are growing as an asset class in institutional portfolios because they present significant diversification benefits to investors, and importantly for pension plans, typically represent long-term projects. Infrastructure presents a unique opportunity for investors interested in long-duration products that help match liabilities. This session outlines the structure of infrastructure deals, how investments can be made through either equity or debt financing, the importance of ESG, and how to incorporate infrastructure in an institutional portfolio.

Description: From a session at the 2000 Valuation Actuary Symposium held in Washington DC, September 14-15, 2000 Discussion of newer and more innovative investment structures and the modeling of these securities in cash-flowing testing and asset/liabilities management analysis.

Description: This panel discussion from the 1983 SOA Spring Meeting examines investment strategies as an integral part of the company's marketing operation. It addresses possible investment strategies for the single premium deferred annuity - SPDA, financial futures and managing the existing portfolio.

Description: 1996 Valuation Actuary Symposium. This session about asset modeling discussed securities with options and derivatives, corporate government debt, mortgage-backed securities, collateralized mortgage obligations, real estate equities, and investment and disinvestment strategies.

Description: This panel discussion looked at investment philosophy and strategy for insurance companies. Discussion focused on the matching of assets and liabilities, the effect of an inflationary environment, and performance measurement for investment results.

Description: This presentation is a concurrent session from the 1991 Meeting of the Society of Actuaries, held May 16-17 in New York. The panelists discuss determining an optimal investment strategy in the current economic environment, taking into account prospects for the future, and how investment decisions are affected by product features. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 2.

Description: Presented at May 1986 Spring Meeting. This session discussion is about techniques companies are using to maintain compatibility between investment practices and pricing assumptions for interest-sensitive products: Segregated assets, Use of options/futures, Asset/liability matching, Market value adjustments.