Assumption Development and Governance Group

(Subgroup of the Modeling Section)

Purpose
As valuation becomes increasingly dependent on assumptions and models grow in complexity, companies are under new pressures to provide solid governance around assumptions. As companies step up to these new demands, many are devoting additional resources to assumptions and looking for industry “best practices” regarding assumption management. This group provides a venue for discussion around how assumptions are tested, approved, documented, stored, implemented, and used.

Format
Quarterly teleconferences

  • Brief updates from the participants
  • Previously selected question for discussion or potentially a brief presentation followed by discussion

E-mail listserv
Ad hoc straw polls

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If you are not already a member, this subgroup is free and open to both Modeling Section members and non-members. To ensure you're aware of all activities of the subgroup, please sign up for its listserv here.

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If you have questions regarding this subgroup, please contact SOA section specialist, Jessica Schuh.