Insurers are routinely faced with navigating a variety of investment challenges, including historically low interest rates, increasingly demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.
We leverage the cumulative industry experience and insights of our team to craft tailored investment solutions that incorporate regulatory and risk constraints specific to our insurance clients.
Additionally, we offer regulatory reporting capabilities to ease our clients’ administrative burden.
Objectives
Insurers are routinely faced with navigating a variety of investment challenges, including historically low interest rates, increasingly demanding regulatory requirements, volatile economies and financial markets, and the proliferation of complex investment strategies and alternatives.
Given the dynamics of this demanding market environment, there is a heightened focus on optimizing risk-adjusted investment performance.
Common issues our clients face include:
√ Meeting investment performance expectations within a risk-based capital framework.
√ Minimizing investment volatility while producing returns to meet liability needs.
√ Conforming to regulatory requirements and rating-agencies challenges.
√ Managing multiple, complex, long-term asset pools in a variety of product and distribution segments.
Solutions
We leverage the cumulative industry experience and insights of our team to craft tailored investment solutions that incorporate regulatory and risk constraints specific to our insurance clients.
Additionally, we offer regulatory reporting capabilities to ease our clients’ administrative burdens.
Common solutions for our insurance clients include:
√ Customize cash management portfolios with maturities matched to schedule disbursement dates.
√ General account portfolios constructed to specific/yield objectives and NAIC quality and liquidity parameters.
√ Diversified investment portfolios with an emphasis on quality and risk-adjusted returns.