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  • Mortgage-Backed Securities Can Be a Valuable Addition to U.S. Treasury Bond Portfolios at Small-to-Mid- Sized Insurance Companies
    Mortgage-Backed Securities Can Be a Valuable Addition to U.S. Treasury Bond Portfolios at Small-to-Mid- Sized ...

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    • Authors: Mark W Whitford
    • Date: Mar 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Small Talk
    • Topics: Finance & Investments>Investments
  • Global Variable Annuity Relected in New Zealand Product Design
    Global Variable Annuity Relected in New Zealand Product Design New Zealand is about to launch its first ... first variable annuity with guaranteed lifetime withdrawal benefits. The product design is mindful of ...

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    • Authors: Murray Alan Hilder, Ralph Stewart
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: International News
    • Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investment policy; Finance & Investments>Investments
  • The Investment Process and Present Value Calculations
    The Investment Process ... invested funds. Then, 33 U~(t) = ~(t) t f + ]~(u) r(t-u) du ,, j<. j , J4(~, g(., ~,- ... kind; ~( t ) = ~( t )+ J~( t ,u ) ~(u) du, o with kernel ~( t ,u ) (4 ) -,<,-.> <,> If ...

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    • Authors: James A Tilley
    • Date: Jan 1980
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: Actuarial Research Clearing House
    • Topics: Finance & Investments>Investments; Modeling & Statistical Methods>Stochastic models
  • Retirement Income Security: Why Individual Account DC Plans Are Not The Answer (But Also What Is)
    Retirement ... 1940 1950 1960 1970 1980 1990 2000 2010 FIGURE 1 Replacement Rate (Annuity /Final wage) Final year of ... false. P E N S IO N S E C T IO N C A LL F O R E S S A Y S C O N T E S T JANUARY ...

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    • Authors: Robert Brown
    • Date: Jan 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investments
  • Sampling Investors and Other Delights
    DELIGHTS Thomas N. Herzog Actuar ia l Branch U. S. Department of Hous ing and Urban Deve lopment ... rat ion (FHA) should modify or d iscont inue its s ingle- fami ly home mortgage insurance program for ...

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    • Authors: Thomas Herzog
    • Date: Jan 1988
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Actuarial Research Clearing House
    • Topics: Finance & Investments>Investments; Finance & Investments>Risk measurement - Finance & Investments
  • Investment Fallacies e-book
    be applied to other equity indices as well. The S&P 500 just happens to have a lot of historical data ... long term average returns. Using S&P data from 1871 to 2013, the table below shows the components of ...

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    • Authors: Society of Actuaries, Eric Janecek
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
  • Investment Fallacies e-book
    Investment Fallacies e-book Investment Fallacies: Gambler’s Fallacy: Probability of Reversion currency risk;investment ...

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    • Authors: Kailan Shang, Society of Actuaries
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
  • 30-Year Treasury—Trick or Treat?
    1997 3.439 1.967 1998 3.331 2.187 1999 3.233 2.414 2000 2.992 2.629 1Q/2001 2.966 2.651 Bond Market There ... 30-year Treasury futures to hedge their long position(s). This contract is now in jeopardy. Traders are now ...

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    • Authors: David C Gilliland
    • Date: Feb 2002
    • Competency: External Forces & Industry Knowledge; External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments
  • Investment Fallacies e-book
    which caused a macroeconomic shock. The 1993 to 2000 expansion re- sulted in overinvestment in techn ... (Perhaps we are on the way there in the $17 trillion U.S. Treasury bond market, although I don’t get that ...

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    • Authors: Society of Actuaries, Paul Conlin
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
  • Investment Fallacies e-book
    models on the asset side of the equation. • Mortality is a natural process that conforms to regular ... of past mortality tend to be reliable indicators of the incidence of future mortality. There are ...

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    • Authors: Society of Actuaries, Nicholas John Macleod
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments