Description: The goal of this paper is to examine similarities between value investing and enterprise risk management (ERM) methods.

Description: Volatility managed funds, which focus the measurement of an investor’s risk appetite on the volatility of the portfolio, have grown popular in the Asian markets recently, particularly in Japan. This article discusses a typical volatility managed strategy and presents performance comparisons between volatility managed funds and other comparable market strategies. The advantages of target volatility managed funds to investors and insurers are also included.

Description: Invest Fallacies: Active management overall performs different than passive management

Description: Investment Fallacies: The Fallacy of the Fed Model

Description: Describes investment strategy targets used in the investment competition under way for investment section members in 2017.

Description: In this article, we will analyze the recent value investing experience in the Canadian equity market, determine the main macroeconomic variables that drove the value cycle performance in that period, and draw some conclusions about the benefits of style rotation between value- and growth-oriented styles in the management of an investment portfolio.

Description: Provides an update in the April - Sept 2015 contest organized by the section

Description: Uses Blackrock's macroeconomic and style factors in asset allocation examples for an insurance portfolio and a pension portfolio.

Description: In this article the author notes that investment strategy development is fundamentally a communications exercise between the investment and actuarial functions. The article explores four questions with respect to investment strategy: 1 how to make money 2 how to avoid earnings fluctuations 3 how to avoid catastrophic loss and 4 how to choose a new investment idea.

Description: History of Life Insurance insolvencies and evolution of statutory reporting requirements and laws to enable improved control over preventing insolvencies. Reflects my extensive personal knowledge serving on regulatory and industry boards and committees regarding these developments. A key item of solvency control in Risk Based Capital. References provided for FRBC/insolvency data from NAIC and the GAO.