Conning is a leading global investment management firm with a long history of serving the insurance industry.
We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Conning has investment centers in Asia, Europe and North America. Learn more about our operations in these regions.Asia Europe North America
Assets Under Management
Total global assets under management USD 214.1 Billion1
in USDTotal firm AUM includes $52 billion in AUM from Cathay Securities Investment Trust Co., Ltd. (SITE). Cathay SITE is a separate entity under Cathay Financial Holding Co., Ltd which is the ultimate controlling parent of all Conning entities. Excludes assets sub-advised by Conning Asia Pacific and Global Evolution.
1. As of December 31, 2023.
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 subsidiary, Octagon Credit Investors, LLC.
3. Pearlmark AUM reflects gross investment value for equity investments, outstanding loan receivables for debt investments, and unfunded commitments.
Conning believes that environmental, social, and corporate governance (ESG) practices may affect portfolio performance and responsible investing is integral to our analysis of issuers. Click here to learn more about the role of ESG factors in Conning's investment research process.
Diversity, Equity & Inclusion
Conning Holdings Limited (CHL) seeks to provide clients with customized solutions, optimal investment results and exceptional customer service. To this end, we are committed to building a diverse, equitable and inclusive culture that provides our clients a range of perspectives and experiences. We strive to fulfill our mission by creating a work environment and opportunities for all employees that allow them to attain their full potential personally and professionally.
For more information on Conning’s diversity, equity and inclusion initiatives, please click here.