Finance and investment

The Finance and Investment Lifelong Learning Sub-committee ensures that education and CPD requirements are coordinated and developed for all members in the finance and investment community.

Objectives

• provide CPD opportunities that meet the needs of members
• manage the development of the programme for the practice area annual residential conference
• provide input into the exam syllabus and monitor education needs and developments in the finance and investment practice area
• foster a sense of community amongst members in the finance and investment practice area

Membership 2023 to 2024

Membership is drawn from a broad cross-section of the finance and investment community to ensure full coverage of all education and CPD related issues.

• Theresa Ruhayel (Chair)
• Kedi Huang
• Shuyan Liang
• Ranjan Pant
• Wojciech Herchel

Terms of reference

The Finance and Investment Life Long Learning sub-committee operates within a terms of reference (58.3 KB PDF). It supports the IFoA’s Council in the delivery of its corporate strategy.

The Finance and Investment Research Sub-committee stimulates the advancement of actuarial science and provides a focal point for research in the practice area, which includes developing cross practice initiatives.

Objectives

• identify, promote and foster research opportunities, including:
  
  • oversight and guidance of member-led research initiatives, in accordance with the guidance for new working parties
    
    • working with the executive’s research team to:
    • establish links with universities and external research bodies
    • identify topics/areas for commissioned research
    • review and evaluation of commissioned research
    • identify topics for the sessional research programme and source volunteers to peer review papers and chair events
• support annual conference programme development and content
• maintain a watching brief on the progress of and needs of existing member-led working parties
• ensure actuarial science is interpreted as widely as needed to reflect the cross-practice nature of finance and investment
• support the Research and Thought Leadership Board
• provide input into the exam syllabus and monitor education needs and developments in the finance and investment practice area

Membership 2023 to 2024

• Clarence Er (Chair)
• Jasmair Purewal (Deputy Chair)
• Oscar Archer
• Evangelia Soultani
• Fandi Sun
• Roy Taylor
• Arjun Vyas

Terms of reference

The sub-committee operates within a terms of reference and supports the IFoA’s Council in the delivery of its corporate strategy.

The Finance and Investment Global Sub-committee stimulates the advancement of actuarial science and provides a focal point for global members working in the finance and investment practice area. This sub-committee is keen to encourage active participation of the membership from across our global community to contribute and provide advice to the Finance and Investment Board in order to advance its international strategy.

Objectives

The sub-committee will focus on existing and emerging areas of actuarial applications pertaining to finance and investment across the world. This includes, but is not limited to, banking, stock market, hedge funds, corporate finance, venture capital, alternate assets, and any other areas wherever the actuaries and actuarial students are working across the global regions.

Membership

• Chair (TBC)
• Frank Ashe, Australia
• Chinptan Deokule, India
• Prashansa Jain, Philippines
• Vikash Hurrydoss, Mauritius / Singapore
• Mdlekeza Malizole, South Africa
• Sazib Saha, Bangladesh
• Carlson Tata, Nigeria
• Arjun Vyas, India
• Owen Davies, UK
• Stephen Smith, USA

Terms of reference

The sub-committee operates within a terms of reference and supports the IFoA’s Council in the delivery of its corporate strategy.