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.

Outputs:

  • 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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Contact Details

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

professional.communities@actuaries.org.uk

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