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Resources for Subject SA7 Investment and Finance Advanced

The following are suggested additional resources for SA7 and sources referenced in the Core Reading. Please refer to the IFoA SA7 Core Reading for further guidance.

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  

Books

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:

Conference and other papers

Listed below are selected papers referenced in Units in SA7 Core Reading with others suggested for background information:

Journals 

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:

Newspapers and magazines

Background data

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Contact Details

For any library enquiries please contact:

libraries@actuaries.org.uk

We try to respond to email queries within one working day. Researcher access to historical resources may require notice in advance of visit in order to retrieve items from storage.

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Events calendar

  • 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

    In this webinar, we will discuss how cause-of-death data from the Office for National Statistics can help us to understand how inequalities arise at the all-cause level. The key to understanding mortality inequality is to think about the chain that connects risk factors, relative risks, and cause-of-death mortality through to all-cause mortality.

  • Spaces available

    The importance of biodiversity for finance, business and policy is being increasingly recognised. While many studies highlight the overall economic impact that biodiversity loss could have, it is much more difficult to quantify and understand the particular impact that is may have on individual businesses or communities. The management and measurement of these risks is a field where actuaries are well placed to contribute.

  • 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.

  • GIRO 2021 Webinar Series

    Online
    8 November 2021 - 19 November 2021
    Spaces available

    Join leading experts to discuss key issues, emerging ideas and new research across the general insurance sector.

  • 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.