Investment actuaries work in areas such as investment management, investment consulting, investment banking and retail financial advice. Actuaries bring strong analytical skills to these roles and have a deep understanding of how assets interact with liabilities which is particularly important in managing or advising on the assets backing insurance or pensions liabilities.
Finance actuaries work in areas such as financial reporting, capital management, corporate finance and mergers and acquisitions. Actuaries bring strong understanding of financial issues in insurers and other financial institutions allowing them to hold senior management or advisory roles.
Finance and investment interact closely with all other actuarial practice areas so strong communication and engagement skills are very important.
The Institute and Faculty of Actuaries (IFoA) has around 3000 members who belong to the Finance and Investment practice area.
The IFoA actively supports members who are involved in finance and investment by:
- providing relevant information on industry and regulatory developments
- influencing local and international policy, for example by responding to consultations
- promoting and supporting cutting edge research
- providing CPD opportunities
- shaping the investment related exam material to be up-to-date and relevant to members and their employers.
The Finance and Investment Board actively influences the environment in which finance and investment actuaries practice
The Finance and Investment Board is member-led by senior volunteer actuaries and advises the IFoA on important finance and investment issues. It is a source of expertise within the profession on matters relating to the finance and investment practice area and also supports and promotes the interests of practice area members in accordance with the IFoA’s strategic objectives. The Finance and Investment Board set key objectives annually and has oversight of the Finance and Investment LifeLong Learning (F&I LLL), Finance and Investment Global and Finance and Investment Research sub-committees.
- 1 September 2017
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For more information about Finance and Investment working parties contact the Communities Team.
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The IFoA’s Actuarial Review Team has published its first thematic review, which looked at the actuarial advice given by scheme actuaries to UK pension scheme trustees on setting transfer values and commutation rates.
IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual India Town Hall 2021, hosted by John Taylor with IFoA Council Member Mahidhara Davangere and IFoA Chief Executive, Stephen Mann.
What are the options for the world economy looking ahead?
In this Thought Leadership Lecture, Economist, Vicky Pryce, will be discussing world economic trends, including the differences in geographical performance and how output is recovering and where.
Trust and Leadership for Actuaries
Led by Dr. Jim Baxter, University of Leeds, this webinar introduces some key ideas in the ethics of trust, with a particular focus on those in, or on the path to, leadership roles. Dr Baxter is joined by a panel of experienced leaders who will give their personal perspectives on how they understand the value of trust and how they seek to promote and inspire trust, drawing on their experiences of leadership. The panel includes:
In this webinar, we have two presentations showing the latest research on the implications for life and health insurers of two key issues: genomics and pandemic risk.
Dr Peter Joshi and Paul Timmers will share their research on how well-established underwriting processes can allow for genomics in predicting expected mortality and morbidity. They will then discuss the potential for stratified screening and personalised medicine to improve health and reduce claim costs.
As the world’s attention begins to turn to COP26 later this year in Glasgow, Sarah Gordon (Chief Executive, Impact Investing Institute) will share her vision for how the financial services industry can deliver for people and the planet, as well as how to encourage more investment with the intention to generate positive, measurable social and environmental impact alongside a financial return.
IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual SSA Town Hall 2021, hosted by John Taylor with IFoA Council Members Mukami Njeru, Prosper Matiashe and IFoA Chief Executive, Stephen Mann.
IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual MENAP Town Hall 2021, hosted by John Taylor and IFoA Chief Executive, Stephen Mann.