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. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
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 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, 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.
Click here to learn about Conning's commitment to address injustice, prejudice and racism.
*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.
Conning Assets Under Management
Total global assets under management $187.91
|Conning2||Octagon||Global Evolution||Cathay SITE3|
1. As of September 30, 2020.
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. 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.
In February 2016, Conning acquired a majority stake in Octagon Credit Investors, LLC, a U.S.-based investment manager with expertise in collateralized loan obligations (CLOs), bank loans and high yield bonds.
In June 2020, Conning increased its ownership investment in Global Evolution to a majority interest. Global Evolution is a Denmark-based premier specialist investment manager of emerging market and frontier market debt strategies.