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What will our Investment Strategies look like to deliver actuarial obligations?

This Research Working party will seek to develop an understanding of Investment Strategies. This working party will consider the following objectives:

This working party will consider the following objectives:

  • Acturial Obligations: Cataloguing the universe of liabilities for which an investment strategy is required to backlog in defining investment strategy.
  • Defining Investment Strategy: Identifying a common definition of what organisations should condider as strategy distinct from process revoked or tactical decision actuaries.
  • Driven influencing investment strategy: Exploring the internal and external factors which influence investment decision making.
  • Recent trends in investment strategy: Analysing evidence of developments  in investment approaches over reent years.
  • Anticipated future investment strategies: Identifying broad principles for effective future strategies and the convergances and persistent differences which may occur across our industries.


  • Produce and report on its finding and deliver a presentation at IFoA 2018 Risk, Investment and Pensions Conference and Life Conference
Chair: Shaun Lazzari  
Membership: 9  
Established: March 2017  

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If you want more information about this research working party please contact the Communities Team.

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Events calendar

  • Spaces available

    A panel discussion with investment representatives discussing the impact of investment on climate change and vice versa.

    This event is part of The Road to Glasgow: IFoA’s Sustainability Thought Leadership Series which will provide a platform for prominent contributors so that our members and others can understand the perspectives of a wide range of parties interested in the climate debate.

  • Spaces available

    Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.

  • Spaces available

    How governments and societies collectively respond to the climate crisis is increasingly being analysed through the lens of intergenerational fairness. Our expert panel will assess and explore the extent to which inter-generous fairness is being considered in climate policies, the lessons from those countries who are leading the way on fairness and justice in climate interventions, and more.

  • The Growth Mindset for Actuaries

    13 October 2021 - 8 December 2021

    Spaces available

    This practical course is aimed at actuaries at any stage of their career who want to develop their own growth mindset and apply it to their work setting and personal or professional lifelong learning. The content of the course builds on the lecture given by Dr Helen Wright on Growth Mindset as part of the President’s 2021 Lecture series, and will be delivered over a period of 2 months, from mid-October to early December.

  • Spaces available

    The climate crisis and the degradation of our planet will affect societies everywhere. How we address these threats will require solutions that transcend borders. As a global profession, the actuarial community is well-placed to consider and propose effective risk management solutions to help manage the climate crisis.

  • Spaces available

    Content will be aimed at all actuaries looking to understand the issues surrounding mental health in insurance and in particular those looking to ensure products and processes widen access for, and are most useful to, those experiencing periods of poor mental health.