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 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: 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 discussion is on asset management for an insurance company, including issues of varying investment strategies for different product lines through various asset segmentation approaches, management of the assets supporting surplus, and asset/liability risk management considerations

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

Description: This article is part of the Digest of Informal Discussion, which took place at the 1956 Society of Actuaries Eastern Spring Meeting, held April 19-20 in Hartford, CT. It identifies the participants and summarizes each person’s comments. The participants discuss changes in investment policy over the last ten years, direct placement financing, differences among companies by size, equity investments and real estate ownership. From Transactions of Society of Actuaries 1956 Volume 8, Number 21.

Description: The effects of climate change have been widely documented. Whether it’s rising temperatures, more frequent and violent storms or disruption to wild life, there is a consensus in the scientific community that these effects are real. What are the risks and opportunities that climate change brings to an investment portfolio? As society transitions to more sustainable sources of energy and tries to find more sustainable ways to consume, there will be winners and losers. In this presentation, speakers will discuss their process to identify winners in this changing world and highlight the risks to various industries.

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.

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 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.