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LOMA Launches New Investing Course Tailored Exclusively for the Financial Services Industry

ATLANTA – JUNE 10, 2013 – LOMA today launched a new online educational course, Institutional Investing: Principles and Practices (LOMA 357), which is tailored to life insurance, financial services and retirement professionals and provides a fresh learning experience and a broad introduction to investment principles and practices for institutions.

“As the size of the industry’s work force contracts and companies face new challenges, company leaders are increasingly recognizing the value of knowledgeable employees,” said Katherine C. Milligan, FLMI, ACS, ALHC, LOMA senior vice president, Education & Training. “To help meet the ongoing need for industry education, LOMA is pleased to offer professionals a first-of-its-kind course that presents the top-down approach to investing practiced by investment professionals throughout the financial services industry.”

Institutional Investing explores the investing context of a life insurance company or financial services company and discusses investments and investment considerations for such institutions. By taking an entirely institutional view of investments and investing, the course departs significantly from commercially available university-level investment textbooks.

The new course covers various approaches to investment portfolio planning and types of investments appropriate for institutional investors in three modules that offer:

  • A broad review of operations, jobs and management systems for institutional investing, as well as the investment regulatory environment and internal control systems for institutional investors;
  • Portfolio planning and strategy for a number of institutional contexts, including performance analysis, benchmarking and systems for asset-liability management;
  • A comprehensive, in-depth examination of various investments vehicles for institutions.

“This new course is particularly valuable for non-investment professionals who may not already have knowledge of institutional investing,” noted Milligan. “Our course will significantly strengthen employees’ business and financial acumen and thus help them – and their companies – navigate current and future challenges.”

As an industry association, LOMA relies on volunteer experts to help produce high-quality course curriculum. Institutional Investing gained the benefit of feedback and expertise from over 50 industry experts from LOMA’s various investment committees and review panels who participated in course planning and development. With this course, LOMA completes the transition of the FLMI Program to an online format.


About LOMA

Established in 1924, with 1,200 plus member companies in over 80 countries, LOMA is committed to a business partnership with its world-wide members in the insurance and financial services industry to improve their management and operations through quality employee development, research, information sharing and related products and services. To find out more about LOMA and the learning opportunities it offers, visit


Paul Wilson

Catherine Theroux