Description: In this session a panel of industry experts from the life insurance industry will examine the modeling challenges created by increased investment in more esoteric assets.

Description: This session will discuss basic and advanced hedge modeling concepts. It will explain common hedge strategies used to support guarantees and options embedded within life and annuity products and the materiality of these products within the US. Attendees will learn how Machine Learning acts to reduce the computer processing needed to simulate the dynamic hedging of product liabilities projected in the future across many stochastic scenarios. Actuaries working in consulting, software development, and a large life insurance company will provide a wide range of hedging viewpoints ranging from a broad industry perspective to a hedging practitioner. Attendees will obtain a comprehensive understanding of a novel ML approach to modeling dynamic hedges and the hedge optimization opportunity it presents.

Description: Join a discussion on the evolution of asset and liability projection processes in the life insurance industry. Familiarize yourself with the broad set of inputs, stakeholders, and financial planning and analysis use cases. Notable areas of focus will include, but are not limited to, historical background, modeling needs, interactions between stakeholders, industry pain points, and a composite of an ideal future state informed by perspectives gleaned from leading companies within the industry.

Description: Attend this webcast to learn more on how to navigate managing ESG principles in the new normal of a post-COVID world. Enhance your ESG insights in a post-pandemic landscape.

Description: Reunite with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, IFRS 17, product strategy, cross-border communication and discussion, and more. Advance your career through learning and networking opportunities, and share your experiences in the finance and insurance industries, as well as other fields related to actuarial science.

Description: Virtual - Session 5A: Leveraging Gamification and Personalized Wellness to Grow the Business

Description: Society of Actuaries (SOA) Research Institute’s Committee on Finance Research (CFR) and SOA Investment Section are interested in an exploration of the impact of Artificial Intelligence on investment professionals from a variety of perspectives. The result of this effort is intended to provide a useful resource for readers to become well-grounded on the issues surrounding the impact of these tools in an investment context and set the stage for future research.

Description: The SOA and American Academy of Actuaries announce updated financial planning tool for retirement.

Description: On January 12, 2023, the Arizona Blockchain Applied Research Center (AZ BARC) and the SOA Research Institute jointly ran a workshop on the use of blockchain technology in insurance and financial industries. The workshop included presentations focused on academic research in the blockchain space by Arizona State University, AZ BARC and an industry expert panel assembled by the SOA Research Institute. This document summarizes the research highlights and the discussions that occurred during the two-hour workshop.

Description: Decentralized finance, or DeFi, is an emerging financial system powered by blockchain technology. This research report aims to introduce actuaries to DeFi and help them develop a solid understanding of DeFi. It will begin with addressing “what is DeFi?” by providing an introduction on blockchains and DeFi. It will then discuss in further detail the key characteristics, applications, opportunities, and risks of DeFi. After providing the foundation, this report will discuss the potential adoption of DeFi and its interaction with the current financial system (sometime referred to as traditional finance for contrast with DeFi), and the implications for practicing and aspiring actuaries. In addition, a glossary of terms used in DeFi and a brief history of the development of DeFi have been included in the appendix.