Description: Investment Fallacies: The Best Model Doesn't Win

Description: This research report explores investment year methodology to set renewal credited rates. There is an accompanying Excel workbook created as a teaching aide.

Description: Read the August 2017 issue of Risks & Rewards published by the Investment Section.

Description: Explains the more granular breakout of bond RBC factors proposed to the NAIC. Evaluates alternative asset allocation choices for insurers under the new rules.

Description: Article discusses possible effects of negative interest rates on product development, risk management, investment management and in-force management.

Description: Investment Fallacies: Mathematical modeling of social phenomena

Description: Investment Fallacies: On the Validity of Common Portfolio Return Assumptions

Description: Investment Fallacies: Gambler’s Fallacy: Probability of Reversion

Description: This research report explores investment year methodology to set renewal credited rates. There is an accompanying Excel workbook created as a teaching aide.

Description: As tariff policies are rapidly changing throughout 2025, the U.S. markets have been reacting in complex ways. In addressing the difference in short and long-term impacts of these policy changes, the importance of resilient and holistic risk management is highlighted in order for companies and investors to find opportunities and mitigate sudden losses.