Investment Process

Conning's investment process is built on a long-standing and disciplined philosophy, a team-based investment approach and a “portfolio manager”service model. Our staff brings a wealth of experience in both the investment and insurance areas. Through our customized approach, our clients benefit from our focus on optimizing performance, managing risk and meeting client needs.

We understand that our clients’ portfolios have a purpose beyond the immediate challenge of producing investment returns. These portfolios also exist to support the businesses of our insurance clients.
Every month, Conning produces an investment outlook that serves as the top-down influence on portfolio construction.
Using a team approach, we design and implement portfolio construction through a disciplined allocation of resources focused on three areas of portfolio value: fundamental, relative and structural.
Conning’s technology and analytic systems provide the core infrastructure to support and aid our professionals in their investment decision making process.
Conning’s Risk Management Group provides compliance oversight and surveillance for the entire investment management process.