Conning evaluates its insurance clients from a total company perspective, addressing both strategic objectives and strategic investment issues as it develops an effective investment strategy for each client.
| Strategic Objectives | Strategic Investment Issues |
|
Economic value Liquidity Financial strength Operating performance |
Cash allocation Fixed income duration Equity allocation Taxable/tax-exempt mix |
The Insurance Advisory Group uses a mix of traditional asset-liability management (ALM) models and proprietary software applications to perform customized ALM efficient frontier analysis and Dynamic Financial Analysis (DFA).
Industry-standard and custom-made ALM tools help our life and health insurance clients measure risk and evaluate the financial impact of alternative strategies.
Our proprietary modeling system, Financial Integrated Risk Management (FIRM), allows property-casualty clients to review the prospective financial implications of their strategic investment decisions in view of changing economic and capital market conditions.