Books | Conference and other papers | Country reports | Journals | Newspapers and magazines | Background data
Economist Intelligence Unit: Country reports (referenced in SA7, Unit 9)
The Economist Intelligence Unit provides leading country analysis and forecasts. IFoA members and full students can access the latest reports as received for the following countries after member login to the IFoA website:
- China
- France
- Germany
- Japan
- United Kingdom
- United States
You need to be logged in as a member to view the reports of each of these countries on this page.
The reports are for the latest month only. Reports are for non-commercial educational use by members of the Institute and Faculty of Actuaries. The terms and conditions of supply are at http://www.eiu.com/public/terms.aspx This arrangement is managed by the library service, please email libraries@actuaries.org.uk with any enquiries.
The Economist: The World in 2021
Sources on recent world and regional trends affecting investment The Economist's annual survey for the year ahead offers points of interest and background to support study of investment issues, its outlook from last year can be considered in retrospect too. The Economist now makes this annual print magazine available as an ‘App’ for purchasers, but selected articles of the latest edition are available at https://www.economist.com/the-world-in-2021
Students may wish to follow up as additional background reading the following books referenced in units (indicated below) in SA7 Core Reading. Some of the books below are not available on-line but you may request to borrow them from: libraries@actuaries.org.uk or via title links below to book details on the IFoA Library catalogue:
- Active portfolio management: a quantitative approach for providing superior returns and controlling risk. 2nd ed. Grinold, Richard C. and Kahn, Ronald N. ISBN 9780070248823. (SA7, Unit 9)
(Borrow from libraries) - An essay on the principle of population. Malthus, T. 1798. (Library of Economics and Liberty online reprint) (background reading for SA7, Unit 8)
- A Farewell to Alms: a brief economic history of the world. Clark, Gregory. Princeton University Press, 2007. ISBN 978-0691141282. (SA7, Unit 8)
(Borrow from libraries) - Common sense on mutual funds: new imperatives for the intelligent investors. Bogle, John C. - John Wiley, 1999, ISBN 0471295434. (SA7, Unit 10).
(Borrow from libraries) - The intelligent investor: a book of practical counsel. 4th ed. Graham, Benjamin. - Harper & Row, 1991. ISBN 0060155477 (SA7, Unit 10).
(Borrow from libraries) - The little book of market wizards: lessons from the greatest traders. 4th ed. Schwager, Jack. - John Wiley, 2014. ISBN 9781118858622 (SA7, Unit 10).
(Access ebook after member login via Athens) - The mind in action. Berne, Eric. New York, 1947, reprint Grigson Press, 2011. ISBN 9781447425731. (SA7, Unit 10)
(Borrow from libraries) - The new trading for a living: psychology, discipline, trading tools and systems, risk control, and trade management. Elder, Alexander. - John Wiley, 1991. ISBN 9781118963685. (SA7, Unit 10).
(Borrow from libraries) - The psychology of risk: mastering market uncertainty. Kiev, Ari. - John Wiley, 2003. ISBN 9780471463184 (SA7, Unit 10)
(Access ebook after member login via Athens) - A random walk down Wall Street: the time-tested strategy for successfull investing. Malkiel, Burton G. - W.W. Norton, 2006. ISBN 9780470593219 (SA7, Unit 10).
(Borrow from libraries) - Reminiscences of a stock operator: with new commentary and insights on the life of Jesse Livermore. John Wiliey, 2010. ISBN 9781946963062 (SA7, Unit 10)
(Access ebook after member login via Athens) - Security analysis: principles and technique. 6th ed. Graham, Benjamin and Dodd, David L.; 6th ed. Contributions by S Klarman et al. - McGraw-Hill Education, 2008. ISBN 9780070140653 (SA7, Units 9, 10)
(Borrow from libraries) - Technical analysis of the financial markets: a comprehensive guide to trading methods and applications. 2nd ed. Murphy, John J. - New York Institute of Finance, 1998 . ISBN 0753200661. (SA7, Units 9, 10)
(Borrow from libraries) - Trade like a stock market wizard: how to achieve superperformance in any market. Minervini, Mark. - McGraw-Hill Education, 2013. ISBN 9780071807227 (SA7, Unit 10).
(Borrow from libraries)
Listed below are selected papers referenced in Units in SA7 Core Reading with others suggested for background information:
- The behaviour of individual investors. Barber, B.M. and Odean, T. 2011. (referenced in SA7 Core Reading, Unit 1)
https://ssrn.com/abstract=1872211 or http://dx.doi.org/10.2139/ssrn.1872211 - Economic scenario generators: a practical guide. Pedersen, H et al. Society of Actuaries. 2016. (SA7 Core Reading, Unit 11)
- Economic scenario generators: lessons learned from history. IFoA Extreme Events Working Party. IFoA GIRO Conference, 19 September 2016. (SA7 Core Reading, Unit 11)
- Economic scenario generators: lessons learned from history. IFoA Extreme Events Working Party. IFoA Life Conference, 10 November 2016. (SA7 Core Reading, Unit 11)
- Narrative economics. (Cowles Foundation Discussion Paper; CFDP 2069) Shiller, R.J. 2017. (SA7 Core Reading, Unit 1)
https://cowles.yale.edu/publications/cfdp/cfdp-2069 - The practicalities of budget managing and monitoring investment risk for pension funds. Mike Brooks, David Bowie et al. Institute of Actuaries and Faculty of Actuaries Finance and Investment Conference 2001 (SA7 Core Reading, Unit 11)
- Annals of Actuarial Science
- Bank of England Quarterly Bulletin
(Bank of England: https://www.bankofengland.co.uk/quarterly-bulletin/quarterly-bulletins) - Journal of Financial and Quantitative Analysis
(University of Washington: http://depts.washington.edu/jfqa/) - Journal of Financial Economics
(Elsevier: http://www.elsevier.com/locate/jfec).
You can access the following journals after member login via Athens and use the Actuarial Knowledge Hub to search articles. Contact the libraries for a login:
- Journal of Risk and Insurance (Wiley Online library)
- Journal of Risk Management in Financial Institutions (MetaPress)
- Risk Management and Insurance Review (Wiley Online library).
- The Economist
(The Economist Newspaper Ltd: http://www.economist.com/) - Financial Times
(http://www.ft.com/) - Investors Chronicle
(http://www.investorschronicle.co.uk/) - Professional Investor
(CFA Society of the UK: https://www.cfauk.org/pi).
- Bank of England
www.bankofengland.co.uk - Debt Management Office
www.dmo.gov.uk - Euronext.Liffe
www.euronext.com - FTSE Russell
www.ftserussell.com - HM Treasury
https://www.gov.uk/government/organisations/hm-treasury - London Stock Exchange
www.londonstockexchange.com
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Events calendar
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Behavioural Science Series with Keith Grint - Wicked Problems, Clumsy Solutions and Leading Change
19 April 2021
Wicked Problems, Clumsy Solutions and Leading Change -
Dr Catherine Donnelly will present the basics of the structures for pooling longevity risks and summarise recent research results in this area in addition to outlinging future research around this topic. This is work under a research programme funded by the IFoA's Actuarial Research Centre, called 'Minimizing longevity and investment risk while optimising future pension plans'. -
Professional Skills Training Webinar - 21 April 2021
21 April 2021
Climate-Related Risk - This free to view webinar on Climate-Related Risk is the first in a series focusing on some of the ‘Hotspots’ identified in the JFAR Risk Perspective bringing the Risk Perspective to life with practical illustrations and insights from subject experts from the IFoA and other Regulators -
Recent decades have seen institutions, such as employers and financial services, give people more choice and flexibility, but these freedoms have come with more responsibilities. Individuals are now responsible for managing more of their own financial risks, from ensuring they put enough money into their pension to securing affordable protection to be financially resilient.
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Actuarial Innovation in the COVID-19 era
This event is online.26 April 2021 - 7 May 2021
Join us for this brand new IFoA webinar weries comprising of a fortnight of webinars, panel sessions and a hackathon, that showcase the range of ways in which the actuarial profession has added value, in the public interest, to the understanding and management of the current and future pandemics through insight and learning. -
This event is now temporarily closed on Monday 26 April, but the session will be repeated on Tuesday 27 April, 09.00-10.30. Please click here to register your place.
Actuaries have a lot to offer biodiversity management over the next decade as the world develops more depth to its response to this global challenge. This sessional offers an opportunity to learn about this emergent risk, to contribute to our thinking as a profession and help us develop the next steps forward.
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Europe Town Hall
28 April 2021
IFoA Immediate Past President John Taylor would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual Europe Town Hall, hosted by John Taylor with IFoA Council Members Alan Rae, Jennifer Hartley, Maribel Vasquez Flores and IFoA Chief Executive, Stephen Mann.
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Mis-estimation risk is a key element of demographic risk, and past work has focused on mis-estimation risk on a run-off basis. However, this does not meet the requirements of regulatory regimes like Solvency II, which demands that capital requirements are set through the prism of a finite horizon like one year. This paper presents a value-at-risk approach to mis-estimation risk suitable for Solvency II work -
Finance & Investment Virtual Conference 2021
Available to watch globally in May.10-12 May 2021
This year's Finance and Investment Virtual Conference takes on the timely theme of ‘resilience’, something we have all learnt a lot more about in the last year! Our diverse range of talks will explore the theme of resilience in a variety of ways including in building robust investment portfolios, in the incorporation of ESG factors, in govern -
Wearables in insurance: a win-win opportunity
14 May 2021
This talk will explore the potential benefits that wearable tech can bring to health & protection insurers and their customers. The traditional approach of integrating wearables into insurance has largely focused on measuring steps and using rewards-based incentive programs to encourage more activity. -
Join us for this talk with Professor Sir Adrian Smith as part of the 'Dr Patrick Poon Presidential Speaker Series'. Professor Smith joined The Alan Turing Institute as Institute Director and Chief Executive in September 2018. In November 2020, he became President of the Royal Society, in addition to his leadership of the Turing. He is also a member of the government's AI Council, which helps boost AI growth in the UK and promote its adoption and ethical use in businesses and organisations across the country. He received a knighthood in the 2011 New Year Honours list. -
CILA 2021
Available to watch globally in May.19-21 May 2021
We continue to live in a world of global uncertainty. Survival depends on our ability to simultaneously navigate through the diverse root-causes, ranging from: the consequences of Climate Change; on-going financial consequences of the COVID pandemic; or self-imposed changes in regulatory requirements and accounting standards. -
Pensions Conference 2021
Online webinar series16-22 June 2021
Welcome to the programme for our 2nd Virtual Pensions Conference. This year's conference features 11 webinars offering members and non-members the opportunity to get up to date content from leading experts in the pension industry. There will also be opportunity to ask questions and contribute to the discussion.
Wicked Problems, Clumsy Solutions and Leading Change
Dr Catherine Donnelly will present the basics of the structures for pooling longevity risks and summarise recent research results in this area in addition to outlinging future research around this topic. This is work under a research programme funded by the IFoA's Actuarial Research Centre, called '
Climate-Related Risk - This free to view webinar on Climate-Related Risk is the first in a series focusing on some of the ‘Hotspots’ identified in the 
Join us for this brand new IFoA webinar weries comprising of a fortnight of webinars, panel sessions and a 
Mis-estimation risk is a key element of demographic risk, and past work has focused on mis-estimation risk on a run-off basis. However, this does not meet the requirements of regulatory regimes like Solvency II, which demands that capital requirements are set through the prism of a finite horizon like one year. This paper presents a value-at-risk approach to mis-estimation risk suitable for Solvency II work
This talk will explore the potential benefits that wearable tech can bring to health & protection insurers and their customers. The traditional approach of integrating wearables into insurance has largely focused on measuring steps and using rewards-based incentive programs to encourage more activity.
Join us for this talk with Professor Sir Adrian Smith as part of the 'Dr Patrick Poon Presidential Speaker Series'. Professor Smith joined The Alan Turing Institute as Institute Director and Chief Executive in September 2018. In November 2020, he became President of the Royal Society, in addition to his leadership of the Turing. He is also a member of the government's AI Council, which helps boost AI growth in the UK and promote its adoption and ethical use in businesses and organisations across the country. He received a knighthood in the 2011 New Year Honours list.
Welcome to the programme for our 2nd Virtual Pensions Conference. This year's conference features 11 webinars offering members and non-members the opportunity to get up to date content from leading experts in the pension industry. There will also be opportunity to ask questions and contribute to the discussion.