Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Inflation-Protected Securities—A Further Look

    Inflation-Protected Securities—A Further Look This article provides an analysis of Treasury Inflation-Protected Securities TIPS, examining the mechanics of these bonds, how they have performed to ...

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    • Authors: Chris K Madsen
    • Date: Mar 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Investments
  • All That Glitters Has Not Been Gold

    All That Glitters Has Not Been Gold Gold has been one of the worst performing investment assets of the last two decades due to the steady to low inflation. In the future, if the US economic ...

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    • Authors: Nino A Boezio
    • Date: Aug 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments
  • 1999 Market Triathlon Update

    1999 Market Triathlon Update This article compares the best estimates of the Investment Section members those who submitted entries for the 3-month Treasury bill rate, 30-year Treasury bond rate ...

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    • Authors: Frank Grossman
    • Date: Aug 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risks & Rewards
    • Topics: Economics>Financial markets; Finance & Investments>Investments
  • Bull and Bear or Simply all Bull?

    Bull and Bear or Simply all Bull? This article examines trends of the stock market beginning with Dow theory - market prices tend to trend either upwards, a bull trend, or downwards, a bear ...

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    • Authors: Shane Francis Whelan
    • Date: Aug 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments
  • IRS Issues Ruling Applying Diversification Rules to Illiquid Funds

    IRS Issues Ruling Applying Diversification Rules to Illiquid Funds Discussion of the March 1, 2013 Internal Revenue Service (“IRS”) release of PLR 201309011, which addresses the application of ...

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    • Authors: Bryan W Keene, Alison R Peak
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • Outsourcing of General Account Investment

    Outsourcing of General Account Investment This article discusses the trend toward outsourcing of insurance assets to third party money managers which has grown steadily as insurers face ...

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    • Authors: William Limburg
    • Date: Aug 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments
  • An Introduction to Private Equity and Infrastructure Investing

    An Introduction to Private Equity and Infrastructure Investing Provides an overview of special characteristics of private equity and infrastructure asset classes, based on the perspective of ...

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    • Authors: David Rogers, John W. Gray
    • Date: Aug 2015
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments
  • 2017 Annual Meeting; Exhibit Opening Session

    2017 Annual Meeting; Exhibit Opening Session Investment Correspondent's report for the Opening session of the 2017 Annual Meeting & Exhibit in Boston, MA. 6442483533 2/1/2018 12:00:00 ...

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    • Authors: Kelly Featherstone
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Predictive Analytics; Technology & Applications>Analytics and informatics
  • Never Underestimate the Power of Inertia

    Never Underestimate the Power of Inertia Crossword Puzzle Investment risk 6442463306 8/1/2015 12:00:00 AM ...

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    • Authors: Warren Manners
    • Date: Aug 2015
    • Competency: Leadership>Thought leadership
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments
  • Investment Section Breakfast in Austin

    Investment Section Breakfast in Austin Correspondent's report from the Investment Section Breakfast at the SOA Annual Meeting in Austin 2015 Asset allocation 6442466777 2/1/2016 12:00:00 ...

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    • Authors: Jeffrey Passmore, Frank Grossman
    • Date: Feb 2016
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Finance & Investments>Investments; Finance & Investments>Portfolio management - Finance & Investments