Conning’s Peer Analysis service helps clients gain insight into their own financial results and key metrics compared to a select group of peers, with industry segments or with the industry as a whole. Peer groups can be identified and developed based on almost any criteria, including size, lines of business, investment strategy, geographic mix, company type and A.M. Best rating.
Our customized peer analysis includes:
- Underwriting performance
- Investment performance
- Asset allocations and bond portfolio allocations
- Capital adequacy ratios
- Operating ratios
Our peer analysis is performed for the most recent five years, so that trends can be identified, and companies can better understand their market and risk positioning relative to peers.
Our clients receive concise, bulleted commentary highlighting the results of our observations and analysis. A peer analysis report serves as both an educational and a decision-making tool. Our clients use this report in communications with the Board of Directors and in discussions with external stakeholders, such as rating agencies and regulators. The report highlights company strengths and pinpoints areas of risk for consideration in an enterprise risk management process.
A Peer Analysis frequently is provided as a component of our SAA and ERM services to create a starting context for further analysis.
For more information about Conning’s proprietary modeling tools or strategic advisory services, please contact us.