Services offered and activities undertaken

As to meet its strategic objectives, the firm offers financial, statistical-actuarial and accounting consultancy as well as assistance and training within the following areas of interest:

  • Organisation and revision of technical balances;
  • Actuarial Evaluation of work severance pay;
  • Pension and Sanitary assistance funds evaluation.
  • Solvency and Profitability Analysis;
  • Asset-Liability Management Analysis;
  • Rate calculation for Life and Damages products;
  • Congruity check of technical reserves;
  • Evaluation of insurance companies or of the portfolios of life and damages insurance companies;
  • Actuarial Evaluations according to the International Accounting Standard (IAS);
  • Support in the adjustment to the prescriptions of ISVAP 577/D (preparation of projects for the construction and the management control of the company);
  • Support in the participation to Quantitative Impact Studies of CEIOPS.
  • Evaluation of financial products (derivatives, bonds, etc.);
  • Evaluation of market risks and value at risk;
  • Evaluation and control of interest risks;
  • Portfolio Selection;
  • Strategy evaluation and Investment Selection.
  • Assistance to firms on the necessary conversion to IAS. And specifically:
    • Professional support for the periodical actuarial evaluations (annual, or every six or three months) of the employee benefits2 as per IAS 19;
    • Evaluation of liabilities as per IAS 37;
    • Leasing Evaluation (IAS 17);
    • Fair value evaluation of Stock-Option Plans (IFRS2)
  • Top Management support to insurance companies in the evaluation of capital requirements in line with Solvency II (quantity evaluation: SCR, MCR, Asset and liability “Local gaap” and economical state).
  • Support in choosing the best strategies through the use of statistical-financial and actuarial models.