Investments – Page 4

GIC – Guaranteed Interest Contract … around 1980, with the growth of 401(k) and defined contribution pension plans, insurance companies entered the guaranteed interest contract (GIC) business. 2005 – SOA – A Strategic Analysis of The U.S. Life Insurance Industry Part II: Products, A look at the evolution and growth of U.S. life insurance industry products,…

Unallocated Annuity Contracts GICS – Guaranteed Investment Contracts Unallocated annuities are investment plans generally known as Guaranteed Interest Contracts (GIC). http://leginfo.ca.gov/pub/93-94/bill/sen/sb_0401-0450/sb_435_cfa_930902_231103_sen_floor NOLGHA – Policyholder Information – Frequently Asked Questions – [link] 8. Unallocated Annuity Contracts What is an unallocated annuity contract? Under the NAIC Model Act, an unallocated annuity contract is “an annuity contract or group…

Hedging Insurance regulators have heightened this publicity by loosening or clarifying the regulations relating to insurance company uses of options for hedging purposes. 1985 – SOA – Options on Bonds and Applications to Product Pricing, Society of Actuaries – 56p

Options – Investment Strategy Insurance regulators have heightened this publicity by loosening or clarifying the regulations relating to insurance company uses of options for hedging purposes. 1985 – SOA – Options on Bonds and Applications to Product Pricing, Society of Actuaries – 56p

Portfolio Insurance 1984 – SOA – Financial Futures and Options, Society of Actuaries – 28p – Book – A First-Class Catastrophe: The Road to Black Monday, the Worst Day in Wall Street History, Diana B. Henriques 1997 0929 – Pensions & Investments – Jacobs blames portfolio insurance, by Barry B. Burr, The International Newspaper of Money…

Municipal GICs 2008 0208 – Reuters – FSA, BofA Could Be Sued by SEC Over Muni Contracts – [link]

Venture Capital 1941 – GOV (Senate – TNEC) – Final Report and Recommendations of the Temporary National Economic Committee, Investigation of Concentration of Economic Power – 464p

Derivatives, Futures, Options, Swaps etc – Government Hearings AIG CFTC Brooksley Born Gary Gensler ISDA – International Swaps and Derivatives Association GLBA – Gramm–Leach–Bliley 1980s 1985 0617 – GOV (House) – Options Market and the National Market System [PDF-869p-GooglePlay, VIDEO-?] House – Committee on Energy and Commerce – Subcommittee on Oversight and Investigations 1990s 1998 1001…

IRAs – Individual Retirement Accounts 1976 – SOA – Individual Retirement Accounts, Society of Actuaries – 18p 1982 – AP – A Comparison of Financial Instruments Utilized for Investing in Individual Retirement Accounts, Steven G. Zenishek – 42p

CMO – Collateralized Mortgage Obligations REMIC – Real Estate Mortgage Investment Conduit 1987 – SOA – Sources of Capital for Investment and New Business, Society of Actuaries – 42p 1987 – SOA – New Investments and New Investment Strategies, Society of Actuaries – 48p 1990 – SOA – Session 10 – Panel: CMO and Other Asset Projections, vasp0160,…