Conning is a leading global investment management firm with a long history of serving the insurance industry.
Founded in 1912, Conning has investment centers in Asia, Europe and North America.
We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. Our strategic asset allocation (SAA) approach leverages Conning’s risk management tools, and we utilize a highly disciplined investment process that relies on fundamental analysis.
With more than 35 years of experience helping insurers match assets to liabilities, Conning now offers liability-driven investing strategies to address funding challenges for defined benefit pension plans.
Conning's Mission Statement
Enhance the financial strength of our clients by delivering customized solutions, exceptional service, and optimal investment results.
Conning believes that environmental, social, and corporate governance (ESG) practices can affect portfolio performance and are necessary considerations for responsible investing. ESG factors are part of our bottom-up analysis, where determining the sustainability of the issuer’s business model is paramount. Click here to learn more about the role of ESG factors in Conning's investment research process.
Diversity, Equity & Inclusion
Conning Holdings and all of its affiliates* seek to provide clients with customized solutions, optimal investment results and exceptional customer service. To this end, we are committed to building a diverse and inclusive culture that provides our clients a range of perspectives and experiences. We serve this mission when employees can reach their maximum potential personally and professionally.
*Including Conning Holdings Limited, Cathay Securities Investment Trust Co., Ltd. (“SITE”) and Global Evolution Fondsmæglerselskab A/S and its group of companies (the “Global Evolution Companies”). The Global Evolution Companies are affiliates of Conning. SITE reports internally into Conning Asia Pacific Limited, but is a separate legal entity under Cathay Financial Holding Co., Ltd. which is the ultimate controlling parent of all Conning controlled entities.
Total Global Assets Under Management $179.31 Billion which includes the following entities
|Conning2||Octagon Credit Investors,LLC||Cathay SITE3||Global Evolution4|
1. As of December 31, 2019.
2. Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. and assets sub-advised by Conning affiliate, Octagon Credit Investors, LLC.
3. Cathay Securities Investment Trust Co., Ltd. ("SITE"). reports internally into Conning Asia Pacific Limited but is a separate legal entity under Cathay Financial Holding Co., Ltd. which is the ultimate controlling parent of all Conning entities.
4. Global Evolution Fondsmæglerselskab A/S and its group of companies (“Global Evolution”) are affiliates of Conning.