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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TPR Climate Change Guidance Consultation
17 August 2021
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s Climate Change Guidance Consultation, which is seeking views on new guidance designed to help trustees meet tougher standards of governance in relation to climate change ri -
September 2021 - Exam Preparation Techniques Webinar
23 August 2021.
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This session will examine the megatrends and themes driving the Future of Work across the Financial Services industry, and how Covid-19 has accelerated new future work priorities with a particular focus on hybrid work and leadership mindset and capabilities. -
Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them. -
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.
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s 
This session will examine the megatrends and themes driving the Future of Work across the Financial Services industry, and how Covid-19 has accelerated new future work priorities with a particular focus on hybrid work and leadership mindset and capabilities.
Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them.
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.