The IFoA has around 3,000 members who belong to the finance and investment practice area.
We actively support members who are involved in finance and investment by:
- providing relevant information on industry and regulatory developments
- influencing local and international policy, for example by responding to consultations
- promoting and supporting cutting edge research
- providing CPD opportunities
- shaping the investment related exam material to be up-to-date and relevant to members and their employers
Research working parties
Explore all the IFoA’s active finance and investment research working parties.
Join a practice board or sub-committee
Finance and Investment Board
The Finance and Investment Board is member-led by senior volunteer actuaries and advises the IFoA on important finance and investment issues. It is a source of expertise within the profession on matters relating to the finance and investment practice area and also supports and promotes the interests of practice area members in accordance with the IFoA’s strategic objectives.
The board supports the IFoA’s Council in the delivery of our strategy. It operates within a terms of reference.
Membership is drawn from a broad cross-section of the finance and investment community to ensure full coverage of all finance and investment related issues. Its current members are:
- Andreea Penman (Chair)
- Joyeeta Kanungo (Deputy Chair)
- Jyotsna Kaushik (Council Representative)
- Oscar Archer (Research)
- Theresa Ruhayel (Lifelong Learning)
- Joseph McCarthy
- Jerome Mahadeo
- Bhavana Maherchand
- Hemal Popat
- Jasmair Purewal
- Bradley Shearer
- Christopher Sterley
- Trevor Takabika
- Adeline Tan
- Peter Towers
- Vathani Waran
Reports from the Finance and Investment Board
Specialist sub-committees
The Finance and Investment Board sets key objectives annually for, has oversight of, and is supported by the:
- Finance and Investment Lifelong Learning Sub-committee
- Finance and Investment Research Sub-committee
- Finance and Investment Global Sub-committee
These subcommittees:
- address developments in finance and investment practice area relating to the syllabus and education needs of members
- address CPD and conference programme content and planning
- identify, promote, and foster research opportunities
- focus on existing and emerging area of actuarial applications pertaining to finance and investment across the world
- enable members across different geographies to participate and provide feedback on various issues pertaining to members
The Lifelong Learning Committee supports the development of high-quality learning opportunities for members. The committee provides expertise to help shape event content, identify emerging topics, engage speakers and contribute to a relevant and balanced programme of webinars, in-person and hybrid events other professional development activities.
This sub-committee is responsible to the Finance and Investment Board for all matters relating to research and thought leadership, specifically within the finance and investment practice area.
Membership
- Oscar Archer (Chair)
- Nick Sparks (Deputy Chair)
- Roy Taylor
- Paritosh Srivastava
- Bhavana Maherchand
- Weina Wu
- Tom Addison
Terms of reference
The sub-committee operates within a terms of reference (PDF, 100 KB). It supports the IFoA’s Council in the delivery of its corporate strategy.