As Rates Rise, Investment Strategies Must Meet IMR Challenges

Jeremy Lachtrupp and Matt Reilly examine the Interest Maintenance Reserve (IMR), its role in life company balance sheets and concerns as interest rates rise, and considerations for insurers in developing investment strategies.

The Conning Advantage


We have a long history of developing customized solutions for insurance companies and institutional investors leveraging our expertise in both traditional and specialty asset classes.

We emphasize fundamental analysis and develop our own views with our proprietary research capabilities.

Our experienced team and proprietary award-winning risk management models help us develop investment strategies that meet clients’ tolerance for risk.

Our proprietary insurance industry research and consulting adds insight in developing solutions for our clients.

Our client service model offers direct access to investment teams and other professionals.

We have a long history of developing customized solutions for insurance companies and institutional investors leveraging our expertise in both traditional and specialty asset classes.



We emphasize fundamental analysis and develop our own views with our proprietary research capabilities.



Our experienced team and proprietary award-winning risk management models help us develop investment strategies that meet clients’ tolerance for risk.



Our proprietary insurance industry research and consulting adds insight in developing solutions for our clients.



Our client service model offers direct access to investment teams and other professionals.



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