Investment Advisory

Conning’s investment advisory services – customized for insurance companies – are designed to meet a wide range of investment management needs. From setting optimal investment strategies to developing customized benchmarks, many of the same investment services provided to our asset management clients are available to insurance companies on a stand-alone basis.

The goal of Strategic Asset Allocation is to create an investment portfolio strategy that supports the needs of insurance operations, maintains a reasonable risk profile and seeks to maximize enterprise value over the long term.
Asset Liability Management (ALM) analysis is used to evaluate investment strategies and perform other analyses such as regulatory cash flow testing for life, annuity and health insurers.
An investment benchmark is a critical informational tool for communicating, managing and monitoring investment performance. It must be carefully constructed.
Investment policy and guidelines go beyond the asset allocation strategy and customized investment benchmark and incorporate much more detail about the structure of securities that should make up the company’s investment holdings.