Description: The SOA Research Institute’s Committee on Finance Research is pleased to make available a paper that specifies general considerations to guide the development of a methodology to attribute spread to different investment risks related to AG53.

Description: The SOA Research Institute’s Committee on Finance Research is pleased to make available a paper that specifies general considerations to guide the development of a methodology to attribute spread to different investment risks related to AG53.

Description: As the Federal Reserve's recent interest rate hikes increase potential asset yields, an expected rate increase to products offered by insurance companies of all sizes, including annuities, can be seen in the current economic landscape. The increased market volatility and high inflation create insurance company performance complications, which can lead to a disproportionate impact for smaller insurance companies. Discover the current status of the market environment and explore suggestions and possible solutions for smaller insurance companies as they deals with complications like a lack of access to higher-yielding investment strategies and limits made by risk management policies from owning unrated asset claims. There will also be a discussion on the recently adopted Actuarial Guideline on Asset Adequacy Testing and the implications for insurance companies.