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Posts tagged "Risk Management"


ISI Announces Wharton Symposium on Financial Reform

January 27, 2011

Keystone, Colorado  (January 27, 2011) – In 2010, the Insurance Studies Institute (ISI) partnered with Professor Kent Smetters of The Wharton School to develop an optimal design for a Systemic Risk Regulator system. The ongoing project examines how the recent economic turmoil exposed gaps in the regulatory system and studies options for constructing an improved [...]


Keystone, Colorado  (January 27, 2011) – In 2010, the Insurance Studies Institute (ISI) partnered with Professor Kent Smetters of The Wharton School to develop an optimal design for a Systemic Risk Regulator system. The ongoing project examines how the recent economic turmoil exposed gaps in the regulatory system and studies options for constructing an improved regulatory model that: 1) can be reliably utilized by those responsible for catastrophic risk management; and 2) can promote financial stability among financially interdependent institutions.

Professor Smetters recently hosted a symposium at The Wharton School, entitled, “Financial Reform: What is it? Will it work?  Why should you care?” The ISI-sponsored project was showcased as one of the core readings and formed the basis for several student-led research projects.

This intensive, five day “mini” course was held January 3 – 7, 2011 and featured content rich in analysis of the Dodd-Frank Act, which virtually rewrites the regulatory landscape of financial services in the United States.  An outstanding array of speakers tackled all angles of this complex subject matter, and presented the issues in an accessible, practical way.

Read the entire press release: ISI Press Release: Wharton Symposium, Jan. 2011

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Part III of Three Part Series: Alternative Risk Transfer – The Convergence of the Insurance and Capital Markets

August 11, 2010

Insurance Studies Institute (ISI) is pleased to release Part III of a three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.” Part III, entitled “Utilization of Life Insurance-Linked Securities,” investigates how individuals, financial entities and government agencies manage longevity/mortality risks, and how the capital markets  -  via life insurance-linked securities [...]


Insurance Studies Institute (ISI) is pleased to release Part III of a three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”

Part III, entitled “Utilization of Life Insurance-Linked Securities,” investigates how individuals, financial entities and government agencies manage longevity/mortality risks, and how the capital markets  -  via life insurance-linked securities –  have helped to revolutionize risk management techniques.

Part I of this series provided a macro-level analysis of the insurance-linked security asset class, and Part II took an in-depth look at the non-life insurance-linked security sector.  Together, the three parts of this research series examine how the coalescence of the insurance and capital markets has produced an array of innovative risk management tools that allow for the hedging of risks that were previously thought to be uninsurable. 

Part III of three part series: Alternative Risk Transfer, The Convergence of the Insurance and Capital Markets

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Part II of Three Part Series: Alternative Risk Transfer – The Convergence of the Insurance and Capital Markets

July 28, 2010

Insurance Studies Institute is pleased to release Part II of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part II, entitled “Non-Life Utilization of Insurance-Linked Securities,” provides an overview of the non-life insurance-linked security sector, from the first securities issued – catastrophe bonds – to derivatives and synthetic [...]


Insurance Studies Institute is pleased to release Part II of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part II, entitled “Non-Life Utilization of Insurance-Linked Securities,” provides an overview of the non-life insurance-linked security sector, from the first securities issued – catastrophe bonds – to derivatives and synthetic securities.  This paper charts the developments in this sector that have created a wide avenue of risk management techniques, allowing for the hedging of risks that were previously thought to be uninsurable.

Part I of this series provided an overview of the evolution of insurance-linked securities, and Part III, to be released in August 2010, will closely examine developments in the market for life insurance-linked securities.

Part II of three part series: Alternative Risk Transfer, The Convergence of the Insurance and Capital Markets

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Part I of Three Part Series: Alternative Risk Transfer – The Convergence of the Insurance and Capital Markets

July 20, 2010

Insurance Studies Institute is pleased to release Part I of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part I, entitled “A Broad Overview,”  delves into the evolution of Insurance-Linked Securities (ILS).  Once considered to be an alternative form of risk transfer, ILS have now become a mainstream [...]


Insurance Studies Institute is pleased to release Part I of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part I, entitled “A Broad Overview,”  delves into the evolution of Insurance-Linked Securities (ILS).  Once considered to be an alternative form of risk transfer, ILS have now become a mainstream method for transferring risk from insurers to the capital markets.

Parts II and III of this series, to be released in July/August of 2010, provide a micro-analysis of the non-life and life insurance-linked security sectors.

Part I of three part series: Alternative Risk Transfer, The Convergence of the Insurance and Capital Markets

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“Why Life Settlements?” LifeHealth Magazine, December 2009

December 1, 2009

Managing and insuring risk is no longer an option … it is a necessity for financial survival, and this includes protecting estates and retirement funding. Life insurance, specifically, is an increasingly important risk?management tool for seniors to utilize. Results of a recent survey showed that 60?70% of seniors do own life insurance, but only 50% [...]


Managing and insuring risk is no longer an option … it is a necessity for financial survival, and this includes protecting estates and retirement funding. Life insurance, specifically, is an increasingly important risk?management tool for seniors to utilize. Results of a recent survey showed that 60?70% of seniors do own life insurance, but only 50% have some knowledge of life settlements. Life insurance sales to seniors age 55 and older are up as reported by NAIC and ACLI, and numerous reports indicate that seniors plan to delay retirement for 2 – 5 years. Baby boomers and seniors are taking action, I believe, in response to dwindling pension and retirement assets. Read more below…

Life Insurance Settlement Series Volume III: Why Life Settlements?

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Longevity Risk Management Solutions

ISI is exploring traditional paradigms of longevity and the capital market developments surrounding it. Longevity/mortality shows promise as a unique new asset class as institutions attempt to remove risk from their balance sheets while investors search for alternate sources of investment returns. Longevity Risk Management Solutions


ISI is exploring traditional paradigms of longevity and the capital market developments surrounding it. Longevity/mortality shows promise as a unique new asset class as institutions attempt to remove risk from their balance sheets while investors search for alternate sources of investment returns.

Longevity Risk Management Solutions

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Designing a Systemic Risk Regulator

November 1, 2009

ISI provided lead funding for this breakthrough project, based at the Wharton School of Business. With assistance from the Congressional Budget Office, the study examines how the 2008/2009 financial crisis exposed gaps in the current regulatory system, and explores options for constructing an improved regulatory system through a Systemic Risk Regulator. The goal is to [...]


ISI provided lead funding for this breakthrough project, based at the Wharton School of Business. With assistance from the Congressional Budget Office, the study examines how the 2008/2009 financial crisis exposed gaps in the current regulatory system, and explores options for constructing an improved regulatory system through a Systemic Risk Regulator. The goal is to promote financial stability among financially interdependent institutions by lessening the likelihood of a crisis while creating ex-ante mechanisms to deal with a major financial crisis that does materialize. If the project produces demonstratable results, ISI may help to avoid future catastrophic capital market turmoil by employing this systemic risk regulator for major financial institutions.

Designing a Systemic Risk Regulator

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2nd Annual Retirement Income Symposium

October 19, 2009

October 19 – 20, 2009 • Chicago • Retirement Income Symposium Insurance Studies Institute President and CEO, Paul Siegert, has been invited to participate in this year’s Retirement Income Symposium. Paul will be panelist on the Identifying Trends and Future Developments for Investment-Oriented Retirement Income Solutions roundtable session. “The session will provide an analysis of [...]


October 19 – 20, 2009 • Chicago • Retirement Income Symposium

Insurance Studies Institute President and CEO, Paul Siegert, has been invited to participate in this year’s Retirement Income Symposium. Paul will be panelist on the Identifying Trends and Future Developments for Investment-Oriented Retirement Income Solutions roundtable session. “The session will provide an analysis of the big-picture trends and developments shaping the near-term outlook and long-term future of the retirement income market.

“The 2nd Annual Retirement Income Symposium will inform and educate financial service executives and advisors about the need for new products, risk management techniques and more complex retirement strategies to meet their clients’ needs and—as an industry—gain back trust. Learn from and network with top industry experts as they provide insightful analysis and practical solutions to help you succeed the new retirement reality.”

For more information on the symposium: Retirement Income Symposium

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ISI Co-Sponsors Wharton Symposium on Financial Risk Management

April 16, 2009

April 16-17, 2009? • The Wharton School, Philadelphia, PA The Insurance Studies Institute recently co-sponsored The Wharton School’s Spring Symposium. “Symposium on the Measurement of Low Probability Events in the Context of Financial Risk Management.” For a recap of the event, simply click on the link below. Wharton Spring Symposium ReCapConference Summary


April 16-17, 2009? • The Wharton School, Philadelphia, PA

The Insurance Studies Institute recently co-sponsored The Wharton School’s Spring Symposium. “Symposium on the Measurement of Low Probability Events in the Context of Financial Risk Management.” For a recap of the event, simply click on the link below.

Wharton Spring Symposium ReCapConference Summary

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Life Settlement Investment Summit, part of the Insurance Linked Securities Summit Series

March 25, 2009

Overcoming Challenges & Exploring New Opportunities for Investments in Longevity Risk & Life Settlements?Dates: March 25 – 26, 2009?Location: Millennium Broadway Hotel, New York, NY. ?Producer: IQPC/Finance IQ. For registration information, call 1-800-882-8684 ?Speaker, March 25th, 4:10pm: Paul Siegert, President & CEO, Insurance Studies Institute, “Environment for Secondary Market of Life Insurance and Related Insurer [...]


Overcoming Challenges & Exploring New Opportunities for Investments in Longevity Risk & Life Settlements?Dates: March 25 – 26, 2009?Location: Millennium Broadway Hotel, New York, NY. ?Producer: IQPC/Finance IQ. For registration information, call 1-800-882-8684 ?Speaker, March 25th, 4:10pm: Paul Siegert, President & CEO, Insurance Studies Institute, “Environment for Secondary Market of Life Insurance and Related Insurer Challenges in 2009.”

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