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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Asia Conference Webinar Series
Webinars7 September 2020 - 25 September 2020
There will be a prestigious line-up of international speakers discussing the insurance and financial industry’s innovation and change in Asia. The conference will take place throughout September via an online platform. The webinars consist of plenary speaking sessions and a series of workshop sessions including Life, GI, Data Science, Sustainability, Risk Management and Investment.This will be the perfect opportunity for you to discover,ask questions and be at the forefront of current and developing actuarial/financial topics and trends in Asia.
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Personal and Professional Lifelong Learning – Supporting CPD Co-ordinators and Others
Webinar23 September 2020
This free 90 minute webinar is designed to support the IFoA CPD Co-ordinators, and others, involved in supporting our members to achieve their CPD requirements. The programme will include an overview of the new CPD Scheme; specifically sharing with you key messages to support you implement and embrace the new CPD Scheme for our members within your organisation and regional community; how to arrange a reflective practice discussion; and an interactive reflective practice discussion learning exercise. In addition, delegates will gain information about accessing, and making the most of the IFoA event Toolkits which you can make use of to run your own in-house events and events for regional communities.
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Asia Conference Webinar: Actuary’s Impact through Lifestyle Products
Webinar23 September 202012.00-13.00 GMT+8
“Lifestyle Product” being the key to make insurance a daily necessity rather than a luxury, by having high engagement and interaction with the consumers through:
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Asia Conference Webinar: The Role of Data Science in Customer-centric Insurance
Webinar23 September 202016.00-17.00 GMT+8
Consumer expectations are changing Insurance. The Royal Commission in Australia, Design Obligations in the UK, the insurtech ecosystem, and digital-first consumers demanding personalised solutions will all revolutionise how insurance looks like in the future.
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Asia Conference Webinar: Ageing/Mortality Panel Session
Webinar24 September 202012.00-13.00 GMT+8
This presenter / panel workshop hybrid will be anchored by two presentations examining the socioeconomic, medical and technological factors that will have a significant impact on mortality and our pricing over the next 20 years and beyond. It will also discuss whether significant mortality improvement will continue in Asia or whether varying experience of low improvements or deterioration.
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Asia Conference Webinar: Liability Aware Investment Solutions
Webinar24 September 202016.00-17.00 (GMT+8) | 09.00-10.00 (BST)
This presentation explores some liability-aware investment solutions to address local regulatory changes faced by insurance companies in Asia.
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Asia Conference:The C-Ross Phase II and its Potential Impact on Chinese Market
Webinar25 September 202012.00-13.00 GMT+8
This presentation aims to provides an overview of the reformation of current Chinese regulatory solvency regime, how industry coping with the new normal after pandemic time and how the reformation of the regulation could help the insurance industry gets back on its feet as well as coming back to the “protection” core value for the policyholders. The presentation would include:
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Asia Conference:Changes of China’s 2nd set Standardized CI definitions and Mortality Table
Webinar25 September 202016.00-17.00 (GMT+8) | 09.00-10.00 (BST)
The basic data of China’s 2nd Critical Illness Mortality Table covers 2000+ products in Chinese market, including about 340 million insurance policies and 5.1 million claimants. Presenter will give the audience a general understanding including but not limited to the following contents:
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F&I Webinar: Disrupting the investment management industry using AI
Webinar30 September 2020
What are the advantages of using artificial intelligence (AI) in investing? What are the differences between traditional quant and AI? This new webinar discusses challenges and the future of AI in the investment sector.
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Sessional Event: The IFRS 17 Contractual Service Margin: A Life Insurance Perspective
Webinar5 October 2020
Delivered by the IFRS 17 Contractual Service Margin working party. -
Why Certified Actuarial Analysts add value to employers, including both insurers and consultancies
Webinar6 October 2020The Certified Actuarial Analyst (CAA) qualification has rapidly established itself as adding real value, to insurers and consultancies, and to the clients of consultancies, around the World. CAAs work alongside actuaries and actuarial students, as well as other financial services professionals, in an increasingly broad range of roles and fields. -
Why Certified Actuarial Analysts add value to employers
Webinar6 October 2020This session is a repeat of the one earlier today at 09:30 -
Autumn Lecture 2020: Professor Elroy Dimson
Online webinar14 October 2020
Many individuals and institutions have a long-term focus, and invest funds for the benefit of future generations. Their strategy should reflect their long horizon. University endowments are one of the oldest classes of institutional investor, and I will present the first study of the management of these endowments over the very long term. -
GIRO Conference 2020 Webinar Series
Available to watch globally in November.02-13 November 2020
This year's GIRO has been re-designed as a virtual conference to offer members and non-members the opportunity to get up to date content from leading experts in the general insurance field via online webinars. All sessions will be recorded and made available to purchase and re-watch post-event on the IFoA's GI Online Learning Resource area.
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Autumn Pensions Webinar: Cash is King - What next for CDI?
Webinar4 December 2020
Cash-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: 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.
There will be a prestigious line-up of international speakers discussing the insurance and financial industry’s innovation and change in Asia. The conference will take place throughout September via an online platform. The webinars consist of plenary speaking sessions and a series of workshop sessions including Life, GI, Data Science, Sustainability, Risk Management and Investment.
This free 90 minute webinar is designed to support the IFoA CPD Co-ordinators, and others, involved in supporting our members to achieve their CPD requirements. 
Delivered by the IFRS 17 Contractual Service Margin working party.
Many individuals and institutions have a long-term focus, and invest funds for the benefit of future generations. Their strategy should reflect their long horizon. University endowments are one of the oldest classes of institutional investor, and I will present the first study of the management of these endowments over the very long term.
Cash-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.