Sample Projects

Listed on this page are some of the projects I finished independently to illustrate various ideas to my students in actuarial science, colleagues, and industry partners.

Descriptions of these projects are provided in separate pages.

• Redington Immunization Demonstration (AS2553A)
  Demonstrates some basic concepts of asset-liability management to actuarial students learning interest theory (SOA Exam FM).


• Hybrid Pension Plan Demonstration (AS1021B)
  Presents some scenarios of hybrid pension plans to students taking an introductory actuarial science course.


• Required Savings Rate for Retirement (AS1021B)
  Calculates the portion of salary one should invest to achieve a targeted income replacement ratio.


• Mutual Funds Clustering
  Analyzes the factors that differentiate mutual funds performance.


• Investment Return Crossover Time
  Underscores the important role that consistent savings habits play in ensuring a financially secure retirement.