A recognized leader in Insurance Asset Management Consulting
SEC registered investment advisor, specializing in providing highly customized investment management services to the P&C and L&H industry. With more than 150 combined years of insurance asset management experience we correlate the insurer’s investment strategy with business objectives. Services include: 1) Investment Advisory/Consulting- a “Rent-a-CIO”, helping clients design an optimal investment program unique to their situation; 2) Investment Advisory/Manager Search- new, complementary or replacement investment manager(s) suited specifically to meet your requirements; Project Work- SAA optimizations, Peer Group Analysis, etc.
We collaboratively align the investment strategy with liabilities (ALM), liquidity requirements, risk budget, regulatory, accounting and tax situation. We can design/revise investment policy and guidelines, customized benchmark(s), and optimize strategic and tactical asset allocations. Assisting clients to implement their plan through a network of best-in-class asset managers, measuring and reporting results and monitoring managers to assure unbiased and precise execution of the investment program.
Brands: SAA Optimization; 1.Asset-Only 2. DFA “Lite”3.Full DFA
Mgr Search/Eval, 1-5yr risk-adjusted perf anal. using 13 MPT statistics, weighted for insurance companies, to derive a composite for ranking mgrs