Investments – Page 4

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

IRAs – Individual Retirement Accounts 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,…

Asset Management 1981 – SOA – Asset Management for an Insurance Company, Society of Actuaries – 14p

PRT – Pension Risk Transfer Pensions De-Risking AAA (American Academy of Actuaries) – 2016 – AAA – Issue Brief: Pension Risk Transfer- [link] — 12p ACLI (American Council of Life Insurers) – Pension De-Risking – [link] MetLife – 2022 – MetLife – 2022 Pension Risk Transfer Poll – [link] – 10p NAIC – CIPR – Pension Risk…

Affiliate Transactions 2007 0611 – OTS – Office of Thrift Supervison Holding Company Report Of Examination of AIG – 52p1 (p37) – The following table lists AIG’s significant intra-group transactions (IGT) as of March 31, 2007. $6.1 billion in Loans: From American General Life Insurance Co to AIG Financial Products Corp 1995 – GAO – Insurance Regulation: Observations…

ABS – Asset-Backed Securities 1990 – SOA – Asset-Backed Securities, Society of Actuaries – 38p 1996 – SOA – Asset-Backed Securities, Society of Actuaries – 25p Summary: In this teaching session, various forms of asset-backed securities, e.g., credit cards, auto, home equity, commercial real estate, mobile homes, etc., are examined. A review of basic structures and a…

Mortgages Life insurance companies were, however, major investors in mortgages. In 1870, 40 percent of the industry’s assets were invested in mortgages and five years later, 54 percent. 1976 – AP – Eastern Money and Western Mortgages in the 1870s, H. Peers Brewer – In support of this proposition, housing groups cite the reduction in…