Conning assists insurance companies in reviewing and revising their investment policy and guidelines. Such a review can arise as a result of a change in investment strategy or because the policy and guidelines are not well aligned with the company’s current needs.
A company’s investment guidelines should:
- Identify the desired structure of securities in the company’s investment holdings
- Specify factors such as issuer limits, quality standards and security restrictions
- Adhere to the company’s risk tolerance, while allowing sufficient room for the portfolio manager to add value
Conning’s Approach
In reviewing and recommending investment policies and guidelines, we consider:
- A client’s underlying business needs, constraints such as regulatory and accounting considerations and risk tolerance
- Industry best practices developed over many years of managing assets and providing investment advisory services to insurance companies
- A company’s existing investment policy and guidelines and compare these to industry best practices
To learn more about Conning’s comprehensive investment services, please contact us.