Learning Objectives:

• Identify the five distinct dimensions of risk—liquidity, credit, ALM mismatch, complexity, and portfolio fit—within an insurance investment portfolio.
• Differentiate how each risk lens influences investment decision-making under varying liability structures and stress scenarios.
• Determine whether a proposed investment strategy improves overall portfolio fit relative to existing holdings and constraints.   

Delivery Method: Group Internet Based
Field of Study -Finance
Program Knowledge Level - Basic
Prerequisites - None
Advance Preparation - None
CPE - 1.0

Registration:  This event is free to IASA Members and Non-Members 

Upon completing your registration, you will receive an order confirmation email followed by a webinar confirmation email with a link to join the webinar and link back to the event to access an add to calendar invite. Handouts will be available within the platform if approved by the speaker.

CPE REQUIREMENTS AND CERTIFICATES: 

To qualify for CPE, attendees must be present for 50 minutes, complete 3 polling questions (the answers don't have to be answered correctly to receive credit) and complete the evaluation via the survey widget and answer one test question to enable certificate printing within the attendee console.  Reminder details will be provided before and during the event.  It is the Attendees responsibility to file their CPE Certificates with IRS or State Board.

Questions & Cancellations: Should you have any additional questions regarding the event or if you need to cancel, please contact Gina Jolly. Cancellations are only necessary for registrations with an associated fee.

Complaint Resolution: Any complaints should be directed to IASA using any of the following contact methods: Office Telephone: (919) 489-0991, Tricia Stillman or Gina Jolly

For a full list of our CPE policies please visit our website by clicking here.