About Finance and Investment

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  Education, and Continued Professional Development Sub Committee (F&I ECPD), and Finance and Investment Research Sub Committee.

The Board organised interviews with some prominent members working in wider fields to encourage other actuaries to get involved in these areas: