Strategic Asset Allocation

 

Conning develops customized investment strategies for property-casualty and life-health insurers. Strategic Asset Allocation is the starting point for an effective investment management program. This process begins with an integrated analysis of enterprise risks and rewards using a stochastic testing process, which measures the volatility of assets and liabilities under selected assumptions.

The foundation of Conning's Strategic Asset Allocation process is the wide range of financial modeling applications used to understand our clients business and develop an integrated investment strategy.
Conning’s financial modeling capabilities are used to develop and test alternative investment strategies that incorporate our clients’ underwriting, capital adequacy, and risk tolerance objectives.
While the asset allocation strategy provides a blueprint for the portfolio, a customized benchmark articulates the blueprint and is an important informational tool for managing and monitoring performance.
Conning assists insurance companies in reviewing and revising their investment policy and guidelines.