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  • Investment Fallacies e-book

    Investment Fallacies e-book Investment Fallacies: Bitcoin Fallacies currency risk;investment policy;investment risk;financial management;financial planning;risk metrics;risk theory;standards of ...

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    • Authors: Larry Zhao, 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
  • Flexible Work and Phased Retirement: Practical Issues for Employers

    Flexible Work and Phased Retirement: Practical Issues for Employers An essay received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts ...

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    • Authors: Anna M Rappaport
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement risks
  • Retirement Savings and Resilience: A Comparison of Hispanic/Latinos' and Non-Hispanic/Latinos' Responses to Retirement Insecurity

    Retirement Savings and Resilience: A Comparison of Hispanic/Latinos' and Non-Hispanic/Latinos' Responses to Retirement Insecurity The Society of Actuaries’ (SOA) Aging and Retirement ...

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    • Authors: Karen Richman , Joelle Saad-Lessler
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Aging and Retirement Issues for LGBTQ+ People Essay Collection

    Aging and Retirement Issues for LGBTQ+ People Essay Collection The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program in collaboration with the Sexuality ...

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    • Authors: Society of Actuaries
    • Date: Oct 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Pensions & Retirement
  • Retirement Security and Blended Families

    Retirement Security and Blended Families Explores how blended families are different and the same. Provides survey data on how people feel about responsibility in different types of families.

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Pensions & Retirement
  • How Growing Inequality in the U.S. Makes Long-Term Care Financing Reform Harder

    How Growing Inequality in the U.S. Makes Long-Term Care Financing Reform Harder This is one of eight essays from the collection: 2020 Living to 100 Essays. Longevity, mortality, population ...

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    • Authors: John Cutler, Karl Polzer
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Demography
  • Practical Issues in Financial and Life Management

    Practical Issues in Financial and Life Management This essay focuses on some of the practical problems in supporting elderly seniors and carrying out their wishes. It tries to help families avoid ...

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    • Authors: Anna M Rappaport, Sally Hass
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
  • Practical Insights into Financial Wellness

    Practical Insights into Financial Wellness The article explores personal experiences, observations and practical approaches toward good health that have analogies and applications to financial ...

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    • Authors: Zenaida Samaniego
    • Date: Apr 2017
  • Systemic Risk as a Negative Externality

    Systemic Risk as a Negative Externality This essay addresses ways to reduce 'negative externality' types of systemic risk. A negative externality is defined as a transaction between ...

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    • Authors: Richard Gorvett
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management>Systemic risk
  • Managing Systemic Risk in Retirement Systems

    Managing Systemic Risk in Retirement Systems Potential actions are recommended for key stakeholders to manage the unintended consequences of systemic risk “brewing” within the retirement system ...

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    • Authors: Minaz Lalani
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Enterprise Risk Management>Systemic risk; Pensions & Retirement>Retirement risks
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