Description: Discussion of the March 1, 2013 Internal Revenue Service (“IRS”) release of PLR 201309011, which addresses the application of the section 817(h) diversification requirements to variable contracts that have invested in illiquid investment vehicles (the “Funds”).

Description: This article examines trends of the stock market beginning with Dow theory - market prices tend to trend either upwards, a bull trend, or downwards, a bear trend. It discusses the many trading rules based on diverse patterns in the price series since the time of Dow including strictly filter rules.

Description: This article provides an analysis of Treasury Inflation-Protected Securities TIPS, examining the mechanics of these bonds, how they have performed to date and what may be expected for the future.

Description: Gold has been one of the worst performing investment assets of the last two decades due to the steady to low inflation. In the future, if the US economic environment takes a turn for the worst or inflation reemerges, gold will once again be a high performing investment.

Description: This article compares the best estimates of the Investment Section members those who submitted entries for the 3-month Treasury bill rate, 30-year Treasury bond rate and the Dow Jones Industrial Average index value and year-end 1999 with the actuals.

Description: In this paper, the author identifies two problems that are perceptible with most versions of the investment-year method of allocating investment income. The author then focuses on conceptual approaches to solving these two problems. From Transactions of Society of Actuaries 1983 Volume 35.

Description: This article discusses the trend toward outsourcing of insurance assets to third party money managers which has grown steadily as insurers face increasing market challenges. Insurers are finding that a strategic approach to outsourcing investments is critical to enhancing value within both liability reserves and surplus portfolios.

Description: Provides an overview of special characteristics of private equity and infrastructure asset classes, based on the perspective of experienced investors

Description: Correspondent's report from the Investment Section Breakfast at the SOA Annual Meeting in Austin 2015

Description: Crossword Puzzle