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  • Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans

    Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans This session will demonstrate the advantages of approaches to duration matching and cash flow matching. Plan examples and ...

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    • Authors: Society of Actuaries
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & 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
  • A Smart Way to Develop Retirement Income Strategies

    A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • pd-2018-03-investment-session-2b

    pd-2018-03-investment-session-2b The Investment Symposium is a day-and-a-half long seminar that will focus on the issues and questions faced by investors and risk managers, especially related to ...

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    • Authors: Society of Actuaries
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Recent Financial Market Innovations

    Recent Financial Market Innovations This article presents new funding instruments for equity-indexed life insurance and annuity products. Equity-indexed annuities;Investment strategy;Life ...

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    • Authors: Anson Glacy
    • Date: Jun 1998
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Finance & Investments>Investments
  • Automated Advice

    Automated Advice This article explains the evolution of robo- advisers as a source of financial advice and evaluates their strengths and weaknesses relative to human advisers. retirement ...

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    • Authors: John Turner, Jill Fisch, Marion Laboure
    • Date: May 2018
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Finance & Investments>Investments
  • A Smart Way to Develop Retirement Income Strategies

    A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • A Review of Root Cause in Insurer Insolvencies and Impairments

    A Review of Root Cause in Insurer Insolvencies and Impairments The article is based on a study of causes of insolvency and decisions made by management, regulators, and policyholders over the ...

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    • Authors: David Heppen, Veronika Cooper
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Finance & Investments>Investments
  • Session 1: Opening General Session

    Session 1: Opening General Session What is the impact of aging populations on economic growth and interest rates?” “Are low interest rates and inflation a short-term phenomenon?” “How will ...

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    • Authors: Society of Actuaries, Richard Hokenson
    • Date: Mar 2018
    • Competency: Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • A Smart Way to Develop Retirement Income Strategies

    A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually ...

    View Description

    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments