Description: From a session at the annual meeting of the Society of Actuaries held in Chicago, Illinois, October 15-18, 2000 Discussion of indexed guaranteed separate accounts, typically issued to defined-benefit pension plans. Contract terms, risks, marketing, financial reporting, reserves, and investment strategies are discussed. Risk-based capital and the National Association of Insurance Commissioners Model Regulation for Separate Accounts with Guarantees are also discussed. A hypothetical indexed separate account is analyzed for return on capital and economic risk.

Description: This panel discussion from the 1983 SOA Spring Meeting examines investment strategies as an integral part of the company's marketing operation. It addresses possible investment strategies for the single premium deferred annuity - SPDA, financial futures and managing the existing portfolio.

Description: This presentation is an open forum, session 68OF, from the 2004 Spring Meeting of the Society of Actuaries, held June 14-15 in San Antonio, TX. The panelists, investment professionals and an actuary, discuss strategies that life insurance companies use for their capital account [surplus] assets. From the Record of Society of Actuaries, Volume 30, No. 2.

Description: From a session at the annual meeting of the Society of Actuaries held in Chicago, Illinois, October 15-18, 2000 Discussion of purposes and approaches for creating interest-rate scenarios.

Description: In session 131 PD of the New York Annual Meeting panelists discuss the nature of derivatives and emerging practice with respect to the financial reporting for these instruments. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: This session from the 1995 SOA Boston Meeting discusses the development of an investment strategy for a single premium deferred annuity product including liability modeling, risk measurement and management and product features. From the Record of the Society of Actuaries, Vol. 21, No. 4a.

Description: This panel discussion looked at investment philosophy and strategy for insurance companies. Discussion focused on the matching of assets and liabilities, the effect of an inflationary environment, and performance measurement for investment results.

Description: This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. Citing the current environment of recent insurance company insolvencies, bad investments, and capital erosion, the panelists discuss issues of interest to the investment actuary, including Financial accounting Standards Board [FASB] activity in market-value [MV] accounting, ways to evaluate asset quality and default risk in an MV environment, the impact of MV accounting on investment strategy, the new benchmark of ‘Return on MV Surplus,’ MV behavior of assets and liabilities, use of derivative instruments to hedge MV surplus volatility, and investment aspects of risk-based capital. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 4B.

Description: 1992 SOA Annual Meeting, Washington, D.C. This session on cash-flow testing for product actuaries covered the following topics: 1. Guidance notes designed to help in writing up reports on cash-flow testing. 2. Investment strategies in product design. 3. Surplus requirements.

Description: This session from the 1984 SOA Salt Lake City Meeting discusses how investment policies and strategies for pension funds are often developed independently of liability considerations. This session looks at the probable mismatch of asset and liability cash flows, the extent of problem, the actuarial concern with certification of assets and structuring the fund to recognize the relationship between assets and liabilities.