Description: The aim of this research is to survey emerging data analytics techniques and discuss their evolution and growing use in the actuarial profession. Data analytics’ applications in life and non-life insurance will also be provided.

Description: This report focuses on disparities in retirement savings based on race and ethnicity. It includes a thorough review of the literature on the extent of racial disparities in retirement savings and possible causes for and correlates of these disparities.

Description: This report proposes a methodology to isolate crop yield improvement due to technological change and favorable and unfavorable weather.

Description: The SOA Research Institute is pleased to make available material for Primer on Retirement Income Strategy Design and Evaluation, a primer that addresses strategies to generate income during retirement from the perspectives of their design and evaluation. Design involves specifying a joint investment and withdrawal strategy, which entails deciding how to invest available assets and setting a plan for withdrawing income. Evaluation involves analyzing how well the potential outcomes arising from a strategy satisfy objectives, which provides the foundation for strategy selection. The main focus of this Primer is investment strategy rather than withdrawal strategy. However, investment strategy cannot be examined independently from withdrawal strategy. Income generation is the focal point of a retirement income strategy, and this in turn depends on the rules under which income is drawn. In addition to the primer, the authors have created two Excel models for illustrative purposes.

Description: As part of an upcoming Society of Actuaries (SOA) research release to model health care costs in 2020 and 2021, a set of “Return Stages” were created in order to define the various level of activities being observed, as well as to contemplate the ways these stages may progress as various cities, counties and states release their own phasing processes for returning their jurisdictions to normal.

Description: As part of its work, the PBITT working group issued its annual survey to gather the range of assumptions actuaries use in pricing, reserving, and risk management of minimum guarantees on Variable Annuity products, such as death benefits, income benefits, withdrawal benefits and maturity benefits.

Description: The SOA and the CIA are pleased to make available a research report assessing the impact of Canadian Pension Plan (CPP) enhancements.

Description: The Health Care Cost Trends Strategic Research Committee is looking for a risk adjustment proposal that will examine the current risk adjustment landscape in the US and globally and the effect of increased complexity on risk adjustment accuracy.

Description: This research addresses how to model different reinvestment strategies to determine which ones maximize the economic results in different economic conditions.

Description: This report describes trends in asset allocation of major life insurers across eight Asian markets.