Learn about the financial research studies and reports from the Society of Actuaries Research Institute. Our organization develops a variety of financial and investment research reports.
Finance and Investment Research
Recent Publications
AI Impact on Investment Actuaries – Essay Collection
Read the essays to learn more about AI and Large Language Models.
Demographics and Productivity: Drivers of Economic Growth
This report explores gross domestic product (GDP) as a metric of economic growth.
Market Volatility Risk in an Era of Extreme Events
The Society of Actuaries’ Investment Section and Committee on Finance Research and Investment Section is pleased to make available a research report using a comprehensive attribution analysis to identify meaningful relationships between market volatility and potential causes.
Research Reports
Analysis of U.S. Insurance Industry Climate Risk Financial Disclosures for Reporting Year 2021
Review the most recent NAIC climate risk disclosures survey for reporting year 2021.
What Can Insurers and Pension Funds Learn from Bank Failures – Expert Panel Discussion
The current turmoil in the financial system is a stark reminder of the importance of effective risk management and regulation.
Research Opportunity
Finance Research Projects
The SOA is seeking proposals for research projects that will produce information, data, theoretical models and/or empirical tools that actuaries in investment and other finance-related areas can use.
SOA Research Institute Research Insights/InsuranceAUM.com joint podcast
Listen to a discussion of the current trends in the insurance asset management industry.
Experience Studies
Most Viewed
2003-12 Credit Risk Loss Experience Study: Private Placement Bonds
This report measures incidence rates, loss severities and economic loss rates associated with credit risk events for privately placed debt during the years 2003-2012.
SOA Research Institute on GitHub
Visit the SOA Research Institute’s GitHub overview page to access repositories for code from research projects. The SOA’s general GitHub page is also available.