Description: This discussion is on asset management for an insurance company, including issues of varying investment strategies for different product lines through various asset segmentation approaches, management of the assets supporting surplus, and asset/liability risk management considerations

Description: This session from the 1995 SOA Boston Meeting reviews one and five year returns in the stock and bond markets, fund expenses for retail funds versus insurance dedicated funds, revenue sharing arrangements between mutual funds and insurance companies, the suitability of a variable annuity, recent developments with the SEC and NASD and how arrangements are structured between insurance companies and investment companies. From the Record of the Society of Actuaries, Vol. 21, No. 4b.

Description: 1994 SOA Spring Meeting, Orlando. The first report on a study of bond investment results of life insurance companies with high-yield bond portfolios was presented at this session. The study, covering years 1986-92, was commissioned by the Society of Actuaries Ufe Insurance Practice Research Committee.

Description: This article discusses how FHLB advances, i.e. low cost loans, can supply valuable risk management benefits. By carefully structuring an advance to mature coincident with the anticipated premium inflows generated by insurance products, a company can largely eliminate future net cash flows and consequently the need to invest them in uncertain capital markets.

Description: The Long and Short (Runs) of Investing in Equities by Peter Yoo from Risks and Rewards Newsletter, March 1999, Issue No. 32.

Description: Investment Fallacies: The Fable of the Storyteller and the Market

Description: Investment opportunities are driven by events in the economy and how participants in the financial markets react to those events. This keynote address will highlight current economic themes and their impact on investment opportunities.

Description: The investment grade corporate bond market continues to expand in size and is now nearing record levels. The Bloomberg Barclay’s U.S. Corporate Bond Index, representative of the U.S. corporate bond market, now measures over $5 trillion, nearing its all-time high compared to its $2 trillion mark in 2008. The BBB-rated segment of the index has experienced significant growth, and now represents more than 50% of the corporate bond market. Corporate bond market risk has increased beyond what the ratings indicate. Today's investing landscape of relatively low yields, higher corporate leverage and a later-stage credit cycle presents challenges for both insurance and pension portfolios where corporate bonds are a core investment. <br> <br>With representation from a U.S. portfolio manager, Canadian portfolio manager and an investment consultant, attendees will get a full perspective of the North American environment and how to apply this information when making client recommendations.

Description: This Guide lists sources that the actuary may use to gain knowledge on investments and asset/liability management. Its purpose is to make available a preliminary road map for the actuary seeking direction to enhance his or her knowledge in these areas.

Description: E-book contains 16 topical essays that express the opinions and thoughts of a number of authors on the subject of Investment Fallacies.