Announcement: SOA releases passing candidate numbers for May and June Exam FM.

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  • A Smart Way to Develop Retirement Income Strategies
    Social Security benefits until age 70 for the primary wage-earner. Married couples would use common ... claiming strategy for the spouse who isn’t the primary wage-earner. This strategy then uses the IRS required ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • An Introduction to Private Equity and Infrastructure Investing
    professionals. Therefore, there are really three primary ways of begin- ning a private equity program: ... key compo- nents to consider in a manager are: direct access into top tier funds, a well-written trade ...

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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
  • IRS Utilizes the Industry Issue Resolution Program to Resolve the Insurance Industry Bad Debt Issue
    eligible non-security debts include many MBS and direct mortgages. While the treatment of these partial ... commercial mortgage-backed securities (“CMBS”) and direct mortgages. For example, the American Council of ...

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    • Authors: Arthur Schneider
    • Date: Feb 2013
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • CMO and Other Asset Projections
    specifically want to try to avoid that with you. Our primary goal for this session is ultimately to discuss ... ACTUARY material -- MBS cash flows -- and the primary determinant of that raw material -- the prepayment ...

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    • Authors: Randall Boushek, David A Hall
    • Date: Sep 1990
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Investments
  • Taking Stock: Debt, Currencies, Inflation and the Redistribution of Wealth
    am not implying that currency devaluation is a primary tool or policy used by most governments, but it ... another story. Europe to date has not adopted any direct monetary expan- sive policies even though the trend ...

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    • Authors: Nino A Boezio
    • 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
  • CMO Boot Camp: In the Tranches
    drives the mortgage-backed market, and is the primary source of risk in that market. After he's through ... of that growth has come at the expense of the direct mortgage origination market. But it has also come ...

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    • Authors: Randall Boushek, David A Hall
    • Date: Jan 1991
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Investments
  • Concurrent Session 4B: Using Factor Investing in Strategic Asset Allocation
    80% of the variability across asset classes. Primary drivers of returns across asset classes and broad ... points to consider:  Options 1 & 2 offer the most direct diversification benefit by explicitly increasing ...

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    • Authors: Society of Actuaries, Ward Bortz, Peter H Sun
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Communication by Actuaries and Investment Professionals: Breaking through the Firewalls
    GIC/funding agreement Major medical Disability Long-term care Figure 9 is not currently a live report. I'm ... drivers. If your company has a lot of long-term care, maybe you're really worried about deflation risk ...

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    • Authors: Frederick W Jackson, Max Rudolph, Raghu Ramachandran
    • Date: Oct 2002
    • Competency: Communication
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments
  • Investment Section Organizational Meeting
    you up-to-dateon all of those topicstoday, with primary emphasis on the goals and objectives. Before we ... for our asset/liability management program. I direct the strategic and tactical planning 1373 SECTION ...

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    • Authors: Peter Bondy, Gregory J Carney, William Carroll, Harold G Ingraham, Howard H Kayton, Richard S Robertson
    • Date: May 1987
    • Competency: Leadership>Professional network leverage
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments
  • Quantitative Measures of Bond Liquidity
    Attracted by the sale of state-owned firms, foreign direct investment increased dramatically (even though ... appreciated, and a slump in the world prices of primary products stalled the Argentine economy. Argentina’s ...

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    • Authors: Vadim Konstantinovsky
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Pensions & Retirement>Risk management