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 2019
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 http://www.theworldin.com/
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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Life Conference 2020 Webinar Series
Online16 November 2020 - 27 November 2020
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Autumn Pensions Webinar: Update from The Pensions Regulator (TPR)
Webinar1 December 2020
This webinar will provide an update on the emerging thinking around future regulation of DB schemes:
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Autumn Pensions Webinar: To the end game and beyond
Webinar2 December 2020The webinar will discuss the challenges and opportunities schemes face in evaluating end game options, choosing a target state and understanding the impact this strategic decision could have on member outcomes long after the “end state” is reached. Adolfo, Kevin and Rhian bring over 60 years of experience in the industry and a variety of perspectives as scheme actuary, covenant adviser, trustee, de-risking adviser and insurer. -
Data Science in Banking - Opportunities and Risks
Webinar3 December 2020Retail banking is going through a period of substantial change as it moves into the digital age. Banks have large amounts of data about their customers and about their risks. Open data application programming interface (APIs) and data science are enabling banks to use their data to offer innovative and sometimes personalised services. Data science is also adding value in risk areas such as fraud detection and cyber security. At the same time, the move to online banking is making it easier for firms including fintechs to enter banking without having to establish branch networks.
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UK Town Hall 08:30-09:30
Webinar4 December 2020
IFoA President Tan Suee Chieh would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual UK Town Hall 2020, hosted by Tan Suee Chieh with IFoA’s Immediate Past President, John Taylor, President Elect, Louise Pryor and IFoA Chief Executive, Stephen Mann. -
UK Town Hall 10:00-11:00
Webinar4 December 2020IFoA President Tan Suee Chieh would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual UK Town Hall 2020, hosted by Tan Suee Chieh with IFoA’s Immediate Past President, John Taylor, President Elect, Louise Pryor and IFoA Chief Executive, Stephen Mann. -
Autumn Pensions Webinar: Cash is King - What next for CDI?
Webinar4 December 2020Cash-flow driven investing is a game-changer for DB pension funds navigating their end-game. Suitable for sponsors who want to reduce risks on their balance sheets. And for trustees, it shifts the focus to providing greater certainty of returns, managing funding level volatility and ensuring they have enough income to pay cash-flow requirements. -
Autumn Pensions Webinar: Legal update - The letter of the law
Webinar7 December 2020Patrick Kennedy, Partner at Gateley Legal and Founding Director of Entrust (a leading professional pensions trustee company), will be delivering an update on the latest legal developments during the course of 2020. With both a pensions legal perspective and over 25 years of trustee service, Patrick will seek to highlight how the letter of the law has continued to evolve against the backdrop of a difficult and challenging year -
Autumn Pensions Webinar: Impact of Dividends
Webinar8 December 2020The talk will provide an understanding of the priorities and relationships between deficit reduction contributions, in the context of wider scheme funding, and different types of value outflow from the employer based on the working party’s recently published report. -
Sessional Webinar: To the end game and beyond
Webinar11 January 2021
Running off the £2 trillion of UK corporate sector defined benefit liabilities in an efficient and effective fashion is the biggest challenge facing the UK pensions industry. Trustees and sponsors overseeing those schemes need to be clear on their target end-state and the associated journey plan – but too few have well articulated and robust plans.
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Inside the Banking Boardroom – Opportunities for Actuaries
Webinar14 January 2021The actuarial skill set has much to offer the banking industry. So many of the skills that actuaries acquire during their working life translate across to the world of banking and yet banking is perceived as an alien environment to many actuaries. But is it?
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An update from the IFoA’s Covid-19 Action Taskforce [ICAT] Risk Management workstreams
Webinar25 January 2021Covid-19 has required an urgent and cross-practice initiative to facilitate the extensive impact this pandemic has across all industries. IFoA members have been keen to contribute in a different way, so we developed the IFoA Covid-19 Action Taskforce [ICAT] to coordinate our effort, with a more efficient governance.
We have over 500 volunteers and countless topics which we have amalgamated into 93 workstreams.
IFoA President Tan Suee Chieh would like to invite you to the Institute and Faculty of Actuaries’ (IFoA) virtual UK Town Hall 2020, hosted by Tan Suee Chieh with IFoA’s Immediate Past President, John Taylor, President Elect, Louise Pryor and IFoA Chief Executive, Stephen Mann. 