RMI exam 1

Pure risk

Two possible outcomes; no change or loss; insurable, loss or no loss

Speculative risk

Investing money, $10,000 you can have a gain a loss or no change so it is not insurable

Static risk

Unchanging risk that has and will always exist; natural disasters

Dynamic risk

Generally created by changes in society; credit cards

Fundamental risk

A lot of people affected by one event

Particular risk

Only affects few people: example-fire at home

Objective risk

Looking at true number of mortalities that occur example-death/jumps

Subjective risk

A person's personal assessment of how risky investment is

sources of pure risk

-personal risk
-property risks
-liability risks

personal risks

premature death, insufficient retirement income, poor health, unemployment

real property risk

land and any attachments

personal property risk

anything you can pick up and move

direct property risk

fire, accident

indirect property risk

caused by the direct loss

liability risks

premises hazards, product liability, professional liability, contractual liability, environmental impairment liability, employment-related practices liability

burden of risk on society

adverse impact of risk
-emergency funds
-loss of goods or services
-fear and worry

emergency funds

can lose your job, injure yourself, die prematurely-leaves financial burdens on others

loss of goods or services

can happen when a product creates too much liability

fear and worry

life insurance, disability insurance
if you are the bread winner, you worry if something happens to you, the burden it will put on your family

peril

actually causes the loss

hazard

can increase the likelihood of the loss or the severity of the loss

types of hazards

physical, moral, morale, legal

physical hazard

rain impacts how far you can see in front of you

moral hazard

doing something intentionally to cause a loss or increase the value of claim after the loss; insurance fraud, house break-in

morale hazard

not intentional, indifference or carelessness; leaving car on could cause hazard-increase likelihood of loss

legal hazard

lawsuits, see a case and want to sue for similar issues that happened to you; McDonald's coffee too hot

car accident example

-peril is the collision with the other vehicle and light post
-hazards:
drinking and driving-moral hazard
no headlights on-physical hazard
speeding-physical hazard
texting and driving-morale hazard

traditional risk management process

-pure risks

enterprise risk management process

more holistic approach to managing risk
-pure risks
-operational risks
-financial risks
-strategic risks

operational risks

loss of earnings, assets damages (destroyed or stolen), assets become obsolete, employee-related risks, legal liability, political risks

financial risks

input price risk
output price risk
interest rate risk
credit (counterparty) risk
currency or foreign exchange rate risk

input price risk

agreed upon a price, have to stay with it regardless of changes

output price risk

produced product, selling to distributors, something changed in the market and could potentially sell it for more but cannot because of the agreement on this

credit (counterparty) risk

always run the risk of default and people not paying

strategic risks

macroeconomics and other primarily external influences and trends

3 strategic risks

loss of market share/competition
decisions regarding products:
-products don't meet sales productions
-technology issues...products become obsolete
-economic risks that impact sales and/or costs
merger/acquisition doesn't pay off

objectives of risk management-things to consider

personal/organizational goals
risk tolerance
trade-off between risk and costs

types of objectives of risk management

pre-loss objectives
post-loss objectives

pre-loss objectives

liability insurance: designed to protect someone else or someone else's property that you might injure/destroy in accident-external obligation
(insurance is required on a vehicle in state of Florida)

post-loss objectives

most important objective is to survive

steps to the risk management process

-identify exposures
-evaluate exposures-potential impact of risk
-select appropriate technique-which technique to use to manage exposures
-implement/periodically review and revise

step 1: identification

crucial because if you have an exposure you not identify than you will not go through the process so essentially you have retained financial responsibility for the loss; want to do due diligence identifying all potential exposures (if you don't go through

categorizing potential losses

a part of the first step of the risk management process where you can choose from: property, liability, loss of income, reputation, human resources, crime, employee benefit, foreign loss exposures, regulation

useful tools for identification in risk management process

-communicate with other departments, loss exposure checklist, financial statements, flowchart, contract analysis, physical inspection, questionnaires, past loss experience
-consultants: larger companies have in-house RM departments, smaller ones outsource

step 2: evaluation

figure out the impact of risk on your firm

evaluation

-frequency and severity
-probability distribution
-central tendency
-variation
-law of large numbers

frequency and severity

-how many times might the loss occur in a year
-what's the financial impact of the loss
-maximum possible loss vs. maximum probable loss
Example: own a vehicle for $10,000 so that the maximum loss...probable loss is more likely to happen, less than total

probability distribution

combining frequency and severity

central tendency

averages, means, modes

variation

greater variation comes greater risk

other techniques

-quantitative risk measures
-qualitative risk measures
-risk mapping

quantitative risk measures

-net present value (NPV) or internal rate of return (IRR)
-value at risk (VaR)
-if benefit outweighs the costs, go forward with decision

qualitative risk measures

-scenario planning
-brainstorming
-decision tree analysis

scenario planning

logical process, thinking through

decision tree analysis

consider all outcomes and solutions
-create probability distribution for all options, get costs and evaluate the totals
-can also be used to make decision on how to manage specific exposure
-strategic business decision: look at your range of options withi

example of qualitative risk measures

hurricane insurance:
-purchase
-don't purchase
-mitigation techniques: shutters
-mitigate and buy insurance
once you add numbers it becomes quantitative

risk mapping

upon completion of the analysis process, the firm should be able to quantify all risks identified objectively or subjectively and then risks in the order of priority

two approaches of risk mapping

IRM-AIRMIC-ALARM approach
risk mapping

IRM-AIRMC-ALARM

prioritizes risks based on their individual impact on firm value and probability of occurrence

risk mapping involves

the graphical positioning of events in terms of financial impact and probability

step 3: selection

how am I going to manage those exposures?
-risk control
-risk finance

risk control techniques

avoidance, loss prevention, loss reduction

avoidance

-no longer engaging in the activity that is creating risk
-not always possible, cannot avoid death
-try to avoid when severity is high and have a high frequency; potential loss is very high

loss prevention

frequency control
aimed at reducing frequency
reduce probability of loss occurring

loss reduction

-severity control
-aimed at reducing severity, reduce financial impact of loss

example of both loss prevention and loss reduction

alarm system

risk financing techniques

-basic idea is that you remain financially responsible for the loss or you try to transfer your risk to someone else
-full retention, hybrid transfer, full transfer

full retention

if loss occurs, you or your company pays for loss

hybrid transfer

you are shifting all or some portion of the financial responsibility to another party; can do it through insurance or some other tools
-lease, non-insurance transfer: hold harmless/indemnity

categorizing potential losses

a part of the first step of the risk management process where you can choose from: property, liability, loss of income, reputation, human resources, crime, employee benefit, foreign loss exposures, regulation

useful tools for identification in risk management process

-communicate with other departments, loss exposure checklist, financial statements, flowchart, contract analysis, physical inspection, questionnaires, past loss experience

step 2: evaluation

figure out the impact of risk on your firm

evaluation

-frequency and severity
-probability distribution
-central tendency
-variation
-law of large numbers

step 2: evaluation

figure out the impact of risk on your firm

evaluation

...

step 2: evaluation

figure out the impact of risk on your firm

evaluation

...

step 2: evaluation

figure out the impact of risk on your firm

step 2: evaluation

figure out the impact of risk on your firm

evaluation

...

step 2: evaluation

figure out the impact of risk on your firm

step 2: evaluation

...

step 2: evaluation

...

categorizing potential losses

a part of the first step of the risk management process where you can choose from: property, liability, loss of income, reputation, human resources, crime, employee benefit, foreign loss exposures, regulation

useful tools for identification in risk management process

...

categorizing potential losses

a part of the first step of the risk management process where you can choose from: property, liability, loss of income, reputation, human resources, crime, employee benefit, foreign loss exposures, regulation

useful tools for identification in risk management process

...

categorizing potential losses

a part of the first step of the risk management process where you can choose from: property, liability, loss of income, reputation, human resources, crime, employee benefit, foreign loss exposures, regulation

categorizing potential losses

...

categorizing potential losses

...

categorizing potential losses

...

categorizing potential losses

...

Identification

...

Identification

...

liability risks

premises hazards, product liability, professional liability, contractual liability, environmental impairment liability, employment-related practices liability

burden of risk on society

adverse impact of risk

liability risks

premises hazards, product liability, professional liability, contractual liability, environmental impairment liability, employment-related practices liability

burden of risk on society

adverse impact of risk

liability risks

premises hazards, product liability, professional liability, contractual liability, environmental impairment liability, employment-related practices liability

burden of risk on society

...

liability risks

premises hazards, product liability, professional liability, contractual liability, environmental impairment liability, employment-related practices liability

liability risks

...

liability risks

...

liability risks

...

liability risks

...