Description: This session from the 1976 SOA Spring Meeting covers the actuary's role and responsibilities with respect to life insurance company invested assets including the development of investment policy and the implications for pricing, reserving, guaranteed cash values and policyholder.

Description: 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 of mutual funds, employer sponsored employee thrift plans and the establishment of installment purchase plans for common stocks.

Description: This panel discussion presented at the April 1976 SOA meeting in Washington D.C. presents opinions and information related to investment policy in a changing economy.

Description: This session from the 1981 SOA Spring Meeting concerns the relationship of product design and investment philosophy in light of the high interest rate environment and increased lapsation. Topics discussed were changes in the maturity of debt instruments, how withdrawals provisions affect product pricing, allocating specific classes of assets to product lines and surplus objectives resulting from the matching of assets and liabilities. From Record of Society of Actuaries, Vol. 7, No. 3.

Description: This session from the 1982 SOA Spring Meeting features the threat that long term inflation poses on investments. It reviews historical rates of return on T-Bills, bonds and stocks, funding certain liabilities with a 'Dedicated Bond Portofio' or DBP, a Master Trust and purchasing real estate with retirement plan assets. From Record of the Society of Actuaries 1982, Volume 8, No. 1.

Description: This session from the 1995 SOA Boston Meeting covers topics and methods for better coordination between actuaries and investment professionals. The session will concentrate on the coordination of pricing, crediting, and investment strategies. From the Record of the Society of Actuaries, Vol. 21, No. 4a.

Description: This is a panel discussion session from the 1981 SOA Spring Meeting on the relationship of product design and investment philosophy. From Record of Society of Actuaries 1981, Vol. 7, No. 1.

Description: Discussion of interest rates and investments. The forum looked at the outlook for interest rates on life insurance funds, new developments for the investment of life insurance funds, common stock investments, inflation, and the nature and extent of the valuation problem created by direct investment private placement.

Description: This presentation, session number 87PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. Panelists discuss the value of convertible bonds as an asset class for insurance companies. The topics include an overview of the market, different types of convertible bonds, and historical performance. Discussion from participants is included. From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: This presentation, session number 43PD at the 2004 Spring Meeting of the Society of Actuaries, held June 14-15 in San Antonio, TX, discusses the use of mortgage-backed securities by life insurance companies. “Insurance companies in the United States have, for many years, invested in mortgage-backed securities MBS. The suitability of MBS for insurance company portfolios has been called into question by recent changes in interest rate volatility and increased capital requirements.” Discussion from participants is included. From the Record of the Society of Actuaries, Volume 30, No. 2.