Our Services

A Full-Service, Consultative Approach

Our approach to insurance asset management includes asset/liability analysis, tailored portfolio construction, comprehensive reporting, and regulatory and accounting compliance validation.

We view our relationships with our clients as true partnerships. Our approach helps us translate your unique business and financial objectives into sound investment strategies that reflect your operating environment and risk tolerance.

 
1
UNDERSTAND
Client Objectives
Business strategies; markets and products
Financial profile/rating profile
Return on equity
2
ESTABLISH
Portfolio Goals
Income and cash-flow requirements
Immunization of liabilities
Surplus growth/stability
3
ANALYZE/PRIORITIZE
Constraints
Operating targets and liability cash flows
Realized gains/losses
Tax and regulatory issues
4
DEVELOP
Investment Guidelines
& Policy
Duration targets/limits
Credit quality/risk exposure
Asset allocation/diversification
Total return vs. yield objectives
5
FORMULATE/CONSTRUCT
Strategy & Portfolio
Establish policy and guidelines
Employ relative-value strategies within guidelines
Construct portfolio focused on achieving objectives
6
CONTINUOUSLY
RE-EVALUATE
Portfolio vs. Targets
Portfolio optimizations
Performance attribution analysis
Extensive client-reporting capabilities
 

We believe in open communication with our clients and maximum transparency. Our comprehensive reporting meets insurers’ information and regulatory needs. Daily reporting is available through our website.

Opportunities

  • Global Dynamic Duration

    The 2008–2009 global recession marks the end of the ‘Great Moderation’ and the beginning of a new period of increased volatility, in our opinion. This has profound implications for portfolio returns and investment strategies.

  • Searching for Yield in a Low-Yield World

    Investors are turning to high-yielding bonds as low government yields fall short of income objectives.

  • Currency Alpha Opportunities

    We see opportunities for currency alpha as some countries recover faster than others and central bank monetary policies diverge.

Products