Description: Panelists in session 260F of the Montreal Spring meeting discuss criteria for the selection and management of external investment advisors. From the Record of the Society of Actuaries, Vol. 23, No. 2.

Description: This session from the 1984 SOA New York City Meeting discusses setting investment policy with an emphasis on interest sensitive products, pricing objectives and investment returns, flexibility of product design/investment strategies, intermingling of the actuarial/investment roles and specific product considerations including an example of a single premium deferred annuity - SPDA. From Record of the Society of Actuaries Vol. 10, No. 3