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. They provide cash flow for claims and benefits along with income for contract guarantees. They stand behind our client’s surplus and financial strength.
Conning’s investment philosophy centers around four beliefs. These beliefs imply four corresponding principles that are at the center of our investment approach.
| Belief |
|
Portfolio Management Principle |
| Asset allocation provides greater opportunity to add value than interest rate anticipation |
 |
Emphasize asset allocation, sector rotation and security selection |
| The income component of bond returns is critical in the long run |
|
Emphasize spread and income in portfolio holdings |
| Consistently predicting the future levels of interest rates is difficult |
|
Control interest rate risk by prudent duration management |
| Excessive concentrations of risk are imprudent |
|
Manage overall portfolio risk through asset diversification |
To learn more about Conning’s comprehensive investment services, please contact us.