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  • A Workable Approach to Lifetime Income in DC Plans

    A Workable Approach to Lifetime Income in DC Plans This article offers insights about the United Technologies Corporation lifetime income approach and information on the design, administration ...

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    • Authors: Kevin T Hanney
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Investment policy; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management
  • Asset Adequacy Analysis for the Long Term Care Product: A Case Study

    Asset Adequacy Analysis for the Long Term Care Product: A Case Study Discussion of Asset Adequacy Analysis for one company's Long Term Care Product. Includes a discussion of the need for ...

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    • Authors: Amy Pahl
    • Date: Nov 2004
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Enterprise Risk Management>Portfolio management - ERM; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments
  • Fundamental Investment Principles of DC Option Selection Prove Optimality of Stable Value

    Fundamental Investment Principles of DC Option Selection Prove Optimality of Stable Value The article compares the return characteristics, return, volatility, and correlation, to that of other ...

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    • Authors: Paul Donahue
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments
  • Taking Stock: Revisiting the Loser’s Game

    Taking Stock: Revisiting the Loser’s Game The purpose of the article is to highlight how a person or organization can excel in both a highly-competitive expert-driven environment and one where ...

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    • Authors: Nino A Boezio
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Risks & Rewards
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Governance; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Strategic risks; Finance & Investments>Economic value; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Technology & Applications>Business intelligence; Technology & Applications>Software
  • 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 variable annuity with guaranteed lifetime withdrawal benefits. The product design is ...

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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
  • Risks and Rewards, February 2017, Issue 69

    Risks and Rewards, February 2017, Issue 69 Read the February 2017 issue of Risks and Rewards published by the Investment Section. Investment policy;Keywords Investment policy;Investment risk; ...

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    • Authors: Society of Actuaries
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Risks & Rewards
    • Topics: 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
  • Taking Stock: Trump, Trade and Financial Volatility

    Taking Stock: Trump, Trade and Financial Volatility 3/31/2019 12:00:00 AM ...
    • Authors: Nino A Boezio
    • Date: Mar 2019
    • Publication Name: Risks & Rewards
    • Topics: Economics>Financial economics; Finance & Investments>Economic capital; Finance & Investments>Investment policy
  • Why U.S. Insurers Fared Better than Banks: Did Key Differences Give Insurers an Edge during the Financial Crisis?

    Why U.S. Insurers Fared Better than Banks: Did Key Differences Give Insurers an Edge during the Financial Crisis? Summarizes a research paper considering insurer performance during the financial ...

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    • Authors: Max Rudolph, RICK BEARD
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration>Strategy development
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Correspondent’s Report from the SOA 2015 Annual Meeting and Exhibit

    Correspondent’s Report from the SOA 2015 Annual Meeting and Exhibit Summary of Investment Council sponsored meetings as 2015 annual meeting Investment policy;Investment risk;Investment strategy ...

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    • Authors: Warren A Manners
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments
  • The Future of Renewable Energy

    The Future of Renewable Energy Argues renewable energy will displace fossil fuels, leading to investment opportunities and risks investment risk;Asset liability management 6442484021 8/1/2018 12: ...

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    • Authors: John Hegstrom
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: Risks & Rewards
    • Topics: Economics>Macroeconomics; Finance & Investments>Investment policy