• Asset Management
  • Research & Consulting
Client Benefits

Strong client relationships and superior service set us apart from our competitors. Through our customized reports and electronic access and delivery systems, clients have immediate access to information and a flexible and responsive staff.

  • Data is transformed into high quality information.

    Conning clients can receive complete accounting and financial reporting on GAAP, statutory and tax bases via one seamless platform. This holds true whether Conning is the sole investment manager or provides these accounting services within a multi-manager environment.

  • Complex regulatory issues are thoroughly researched and interpreted.

    Our in-depth knowledge of regulatory and financial reporting obligations of the insurance industry sets us apart from our competition. We keep current with shifting GAAP/statutory/tax requirements, communicating changes in straightforward language. Conning's continuing involvement in industry working groups and participation in quarterly/annual regulatory conferences allows us to remain current with developing/emerging pronouncements.

  • Up-to-date investment data is easily accessed through our web-based reporting system.

    Using a secure Internet connection and password protection, clients can access investment data that is refreshed on a daily basis. Numerous reports can be viewed online, downloaded to Microsoft Excel® spreadsheets for further analysis and to Adobe® Acrobat® pdf files for professional quality reports.