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B1: Conduct risk: what is it and what is your role in managing it?

Author:
Brandon Horwitz, HSBC and David Morey, PwC
Source:
Risk and Investment Conference 2013
Publication date:
11 June 2013
File:
PDF 369.62 KB
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A2: So how do you do all this risk appitite stuff for a with-profits fund?

Author:
John Jenkins, KPMG and Phil Tevit, AEGON UK
Source:
Risk and Investment Conference 2013
Publication date:
11 June 2013
File:
PDF 970.82 KB
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D4: Financial Repression Working Party

Author:
Financial Repression Working Party
Source:
Risk and Investment Conference 2013
Publication date:
11 June 2013
File:
PDF 2.12 MB
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E4: Financial repression working party

Author:
Financial Repression Working Party 2013
Source:
Risk and Investment Conference 2013
Publication date:
11 June 2013
File:
PDF 2.12 MB
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Plenary 1: Actuarial discipline: a threat or an opportunity?

Author:
Karel van Hulle
Source:
Risk and Investment Conference 2013
Publication date:
11 June 2013
File:
PDF 309.37 KB
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As a result of a 'Blue Sky' thinking event held at Staple Inn on Thursday 6 June to brainstorm directions for Finance and Investment research, the topics listed below have been proposed as subjects for possible future research.

These were publicised at the Risk and Investment conference (17-19 June) as potential working group topics with the aim of identifying chairmen and members during the conference.

 

1.  Social Finance & Impact Investing -  measuring non-financial returns

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Conflicts of Interest Working Party (2013). Conflicts of interest case studies and questions. Edinburgh: Institute and Faculty of Actuaries

Author:
Conflicts of Interest Working Party
Publication date:
05 June 2013
File:
PDF 202.83 KB
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These case studies and discussion questions formed the basis of the conflicts of interest interactive sessions which the IFoA's Conflicts of Interest Working Party presented at across the UK, Northern Ireland and the Channel Islands from November 2012 to May 2013.  The videos discussing the case studies can be found here.

The IFoA has produced a suite of material to assist members in assessing and managing conflicts of interest which may arise in their working lives.

 The IFoA is conscious of the fact that conflicts of interest can be a difficult area.  Accordingly, we have produced some non-mandatory resource material directed specifically at conflicts of interest to assist members with this ethical issue.  This material can be found below.  Members are also encouraged to contact the Professional Support Service if you have queries about conflicts of interest.

 

Non-Mandatory Resource Material

A collection of the completed regulatory consultations and discussion papers produced by the IFoA can be found on this page.

Completed consultations and discussion papers

Topic Date Supporting documents

Actuaries' Code

  March 2013

Life APSs

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D1: Risk Reporting

Author:
Professor Paul Klumpes, EDHEC
Source:
Risk and Investment Conference 2013
Publication date:
17 June 2013
File:
PDF 1.65 MB
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  • The Risk Reporting Working Party seeks to understand risk reporting practices by insurance firms and the working party has developed a framework for analysis
  • summarise the current status of various regulatory and external reporting regulations affecting risk reporting and to relate that to current internal management risk reporting practices whether compliance; programmed or non-programmed in nature; and
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