Strategy
At Conning, we focus on key issues to convey value and keep our clients informed about their companys' investment profile and portfolio performance.
Our investment advisory team works with the insurance client and portfolio manager to develop and implement a comprehensive, effective investment strategy that can be incorporated into each client's written investment policy and guidelines.
Goal:
To identify an investment strategy that supports the underlying insurance business, maintains a reasonable risk profile and seeks to maximize enterprise value.
Philosophy:
Structuring appropriate investment strategies for insurance companies requires an understanding of the following key business issues faced by the industry.
- Regulatory and competitive environment
- Investment, underwriting and earnings targets
- Key risk factors
- Accounting and tax requirements
Execution:
We blend quantitative analytics with insurance business knowledge, investment market expertise and management's business plans to address investment objectives and issues, risk constraints and performance benchmarks. (See Process/Tools.)
The strategic process outlined above is provided to our clients as part of a full-service asset management mandate. If you would like more information about our services outside of a full-service mandate, please contact us for more information and discussion.
