Investments

Covered Bonds 2010 0915 – GOV (Senate) – Covered Bonds: Potential Uses and Regulatory Issues [PDF-202p,  2010 0915 – Testimony of Kenneth A. Snowden, Associate Professor of Economics, University of North Carolina at Greensboro – 19p Senate – Committee on Banking, Housing, and Urban Affairs On Examining Covered Bonds, Their Potential Uses, and Regulatory Issues

Funding Agreements A funding agreement is a series of payments that are not contingent upon either mortality or morbidity. —  Victor Modugno 2001 – SOA – Floating Rate Funding Agreements, Society of Actuaries – 23p

Floating Rate Summary: Floating rate funding agreements, which have put options or short maturities, became an important product for many insurers in the 1990s. They are usually issued to short-term funds such as money market, securities lending, and buffer funds. The default by General American Life Insurance on $6 billion in funding agreements in 1999…

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,…

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