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.

 

Regional Operations

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

Conning2 Global Evolution Octagon Pearlmark3
  • 119.4B in AUM

  • Asset management, advisory, accounting, risk management software and industry research

  • 9.6B in AUM

  • Emerging and frontier market debt

  • Serves global institutional and retail investors

 



                

  • 31.9B in AUM

  • Bank loans, CLO debt and equity

  • Serves global institutional and retail investors

 


 

  • 1.2B in AUM

  • Commercial real estate investment – in debt and equity

  • Since inception in 1996, completed 569 transactions representing 5.4B in equity capital commitments and nearly 13.9B in gross investment volume 
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in USD

Total 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.

 

Corporate Responsibility

 

ESG Principles

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.


ESG Investing

 

 

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.


Diversity, Equity and Inclusion at Conning