Insider’s Guide – Allocate Like an Actuary: Insights on Diversification

Join us for an insightful webinar where we’ll explore how actuaries approach asset allocation.

We’ll examine four hypothetical actuaries, each with distinct risk profiles and time horizons:

• Neil McBye: A conservative retired actuary with low risk tolerance.
• Adam Braun: A chief actuary nearing retirement with medium risk tolerance.
• Michael Locke: A workaholic not planning to retire for over 10 years, concerned about market volatility.
• Christina Fortuna: A long-term investor, 10 years from retirement, comfortable with market risk.

In this session, you will learn:

• Which allocations performed best since 2005.
• The index allocations chosen by our hypothetical actuaries and their rationale.
• The importance of diversification in varying market environments.

Presenters:
Michael Painter, Senior Actuary, Allianz Life Insurance Company of North America
Christina Johnson, Assistant Actuary, Allianz Life Insurance Company of North America

September Insider’s Guide Webinar
Allocate Like an Actuary: Insights on Diversification
Tuesday, September 16, 2025
1:00 – 2:00 p.m. Central time

➜ Register now