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  • Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans
    Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans This session will demonstrate the advantages of approaches to duration matching and cash flow matching. Plan examples and ...

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    • Authors: Society of Actuaries
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • The Possible Effects of Negative Interest Rates on the U.S. Life Insurance Industry
    The Possible Effects of Negative Interest Rates on the U.S. Life Insurance Industry Impact of low and negative interest rates on various aspects of insurer operations including product ...

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    • Authors: Simpa Baiye, Richard de Haan
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Product Matters!
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Portfolio management - Finance & Investments
  • Strategic Factor Allocation: Case Studies
    Strategic Factor Allocation: Case Studies Uses Blackrock's macroeconomic and style factors in asset allocation examples for an insurance portfolio and a pension portfolio. Investment ...

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    • Authors: Robert T Bass, Andrew Ang
    • Date: Aug 2018
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • pd-2018-03-investment-session-2b
    pd-2018-03-investment-session-2b The Investment Symposium is a day-and-a-half long seminar that will focus on the issues and questions faced by investors and risk managers, especially related to ...

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    • Authors: Society of Actuaries
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Passive Investing, A Great Idea Gone Bad
    Passive Investing, A Great Idea Gone Bad Reviews anecdotal evidence that the current shift to passive investing is an indication that investors are irrationally ignoring market risk. Equities; ...

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    • Authors: Steven Scoles
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Finance & Investments>Portfolio management - Finance & Investments
  • Concurrent Session 1A: NAIC Capital Framework: AG43 and C3 Phase 2 Developments
    Concurrent Session 1A: NAIC Capital Framework: AG43 and C3 Phase 2 Developments This session will provide an overview of recent developments from the perspective of an insurance company and an ...

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    • Authors: Society of Actuaries, Alfred Au, Jeffrey Klanderman, Peter H Sun
    • Date: Mar 2018
    • Competency: Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Session 1: Opening General Session
    Session 1: Opening General Session What is the impact of aging populations on economic growth and interest rates?” “Are low interest rates and inflation a short-term phenomenon?” “How will ...

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    • Authors: Society of Actuaries, Richard Hokenson
    • Date: Mar 2018
    • Competency: Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual. Following a hierarchy of needs is key, along with saving more than the talking heads ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Investment Considerations for Takaful Insurance
    Investment Considerations for Takaful Insurance Introduces terms and concepts of Takaful (Islamic) insurance and describes the processes, goals and constraints that apply to the investments of ...

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    • Authors: Syed Danish Ali
    • Date: Aug 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Finance & Investments>Investments; Finance & Investments>Portfolio management - Finance & Investments