Frequently Asked Questions
Find answers to frequently asked questions about Conning, our investment capabilities, insurance industry research, risk management software, investment accounting services, and consulting expertise. Learn how Conning helps insurance companies, pension plans, and other institutional investors address investment, risk, and strategic business challenges.
About Conning
What is Conning? Learn about Conning's history, services, and institutional investment expertise.
Conning is a global investment management firm serving insurance companies, pension plans, and other institutional investors. Founded in 1912, Conning provides investment management, insurance industry research, insurance solutions, risk management software, investment accounting services, and consulting to help clients make informed investment and strategic business decisions.
Who does Conning serve? See which institutional investors and insurance organizations partner with Conning.
Conning works with life insurers, annuity providers, property and casualty insurers, health insurers, pension plans, and other institutional investors. Our solutions are designed to address each organization's investment objectives, liability profile, capital requirements, and regulatory environment.
What makes Conning different from other investment managers? Discover how Conning combines investment expertise with deep insurance industry knowledge.
Conning combines institutional investment management with more than a century of insurance industry experience. Our investment professionals, insurance solutions specialists, insurance researchers, risk management specialists, and investment accounting professionals work together to help insurers address investment, capital, regulatory, accounting, and asset-liability management (ALM) challenges. This integrated platform enables clients to access a broad range of insurance-focused capabilities through a single trusted partner.
What asset classes does Conning invest in? Explore the range of public and private market investment capabilities.
Conning invests across a broad range of public and private markets, offering investment capabilities in investment-grade fixed income, high dividend equity, structured securities, private placements, commercial real estate debt and equity, leveraged loans, emerging markets debt, private credit, and other alternative investments.
Learn more about Conning's tailored asset classes for insurers and institutional investors.
How do Conning's affiliates expand your investment capabilities? Learn how Conning's affiliated managers broaden available investment solutions.
Conning's affiliated investment managers provide specialized expertise across a broad range of public and private markets, including commercial real estate, private credit, leveraged loans, emerging markets debt, and other specialized investment strategies. Together, these capabilities enable Conning to offer institutional investors access to a broader range of investment solutions through a coordinated, insurance-focused investment platform.
Is Conning part of Generali Investments? Understand Conning's relationship with the Generali Investments ecosystem.
Yes. Conning is part of Generali Investments, a global ecosystem of specialized asset management firms offering investment expertise across public and private markets.
Why do insurers choose Conning? Find out why insurers rely on Conning as a long-term investment and strategic partner.
Insurance companies choose Conning for our combination of institutional investment management, Insurance Solutions, insurance industry research, risk management technology, investment accounting services, and consulting. This integrated platform helps insurers optimize investment performance, navigate regulatory and capital requirements, manage risk, and address strategic business challenges through a single trusted partner.
Insurance Investment Management
How does Conning help insurance companies invest their assets? Learn how Conning develops customized investment strategies designed to meet insurers' unique financial, regulatory, and liability needs.
Insurance companies face unique investment challenges related to liabilities, capital requirements, accounting rules, and regulations. Conning develops customized investment strategies by evaluating each client's business objectives, liability profile, capital position, and risk appetite to help generate income, preserve capital, manage risk, and support long-term financial objectives.
What investment capabilities does Conning offer? Explore Conning's investment capabilities across public and private markets, from fixed income to private credit and alternative investments.
Conning offers investment capabilities across public and private markets, including:
- Fixed Income
- Structured Securities
- Private Placements
- Commercial Real Estate Debt and Equity
- Leveraged Loans
- Emerging Markets Debt
- Private Credit
- High Dividend Equity
- Alternative Investments
Strategies may be customized to meet each client's investment objectives, liability structure, and regulatory requirements.
Learn more about Conning's tailored asset classes for insurers and institutional investors.
Does Conning manage customized insurance portfolios? Discover how Conning builds and actively manages customized portfolios tailored to each insurer's investment objectives and risk profile.
Yes. Conning develops and manages customized insurance portfolios based on each client's strategic asset allocation, investment objectives, liability profile, liquidity needs, risk tolerance, and regulatory requirements. Portfolio managers actively manage portfolios within client-specific investment guidelines and benchmarks while identifying opportunities to enhance long-term investment outcomes.
What strategic asset allocation services does Conning provide? See how Conning uses proprietary analytics and economic modeling to develop customized long-term asset allocation strategies.
Conning's strategic asset allocation process is a foundational component of our insurance investment management approach. We begin by understanding each client's business, liability profile, capital position, investment objectives, regulatory environment, and risk appetite. Using proprietary tools, including GEMS® and ADVISE®, we evaluate alternative investment strategies across thousands of economic scenarios to develop a customized long-term investment strategy. Recommendations include asset allocation targets, duration, credit quality, sector exposures, liquidity considerations, customized investment guidelines, and client-specific benchmarks that serve as the foundation for ongoing portfolio management and performance measurement.
Learn more about Conning's strategic asset allocation approach.
What types of insurance companies does Conning work with? Find out how Conning serves life, property & casualty, health, reinsurance, specialty, captive, and other insurance organizations.
Conning works with organizations across the insurance industry, including:
- Life Insurers
- Annuity Providers
- Property & Casualty Insurers
- Health Insurers
- Reinsurers
- Specialty Insurers
- Captive Insurers
- Risk Retention Groups (RRGs)
- Government-Sponsored Risk Pools
- Reciprocal Insurers and Mutual Insurers
- Start-up Insurers
Why do insurance companies require specialized investment management? Understand the unique investment, regulatory, and capital challenges that make specialized insurance investment management essential.
Insurance companies face unique investment challenges driven by asset-liability management (ALM), statutory accounting, risk-based capital (RBC) requirements, liquidity needs, regulatory oversight, and long-duration liabilities. Specialized investment management helps insurers balance investment performance with capital efficiency, risk management, and evolving regulatory requirements while supporting long-term financial objectives.
Risk Management & Analytics
What risk management solutions does Conning provide? Learn how Conning's risk management software, analytics, and consulting help insurers evaluate risk, optimize portfolios, and support enterprise risk management.
Conning provides risk management software, analytics, and consulting services that help insurers evaluate investment risk, perform asset allocation optimization, conduct economic scenario analysis, and support enterprise risk management initiatives. Conning also provides the custom GEMS® Economic Scenario Generator calibrations that support the NAIC's Generator of Economic Scenarios (GOES) framework for reserve and capital calculations.
What is economic scenario generation? Understand how economic scenario generators help insurers assess investment risk, capital adequacy, and long-term financial outcomes.
Economic scenario generators produce probabilistic distributions of possible future states of the global economy and financial markets, including the unexpected but plausible outcomes that are critical to assessing risk. Insurers use these scenarios to evaluate investment strategies, capital adequacy, asset-liability management, and long-term financial outcomes.
How does Conning support insurers with NAIC GOES? Discover how Conning's GEMS® Economic Scenario Generator supports the NAIC GOES framework for reserve and capital calculations.
As part of the 2026 Valuation Manual, the NAIC adopted Generator of Economic Scenarios (GOES), a custom calibration of Conning's GEMS® Economic Scenario Generator software, for reserve and capital calculations. Conning makes these calibrations available to insurance companies to help support reserve and capital calculations for economically sensitive products.
How does Conning help insurers manage investment risk? See how Conning helps insurers analyze portfolio risk, evaluate asset-liability relationships, and make informed investment decisions.
Conning helps insurers analyze portfolio risks, evaluate asset-liability relationships, stress test investment portfolios, perform strategic asset analysis of investment portfolios, and support investment decisions within regulatory and capital constraints.
What risk management software does Conning offer? Explore Conning's integrated risk management software for economic scenario generation, portfolio analysis, asset-liability management, and enterprise risk modeling.
Conning offers an integrated suite of risk management software designed to help insurers and institutional investors model risk, evaluate investment strategies, and support regulatory and capital management decisions. Our solutions include economic scenario generation, portfolio analysis, strategic asset allocation, asset-liability management, and enterprise risk modeling.
Insurance Research & Market Insights
What insurance research does Conning publish? Explore Conning's insurance research covering industry trends, investment markets, economic outlooks, regulatory developments, and emerging risks.
Conning publishes research covering insurance industry trends, investment markets, economic outlooks, regulatory developments, asset allocation, capital management, and emerging risks affecting insurers and institutional investors.
Does Conning publish market outlooks and industry insights? Learn about Conning's insurance market outlooks, investment insights, webinars, podcasts, and industry research designed for insurers and institutional investors.
Yes. Conning publishes a broad range of insights for insurers and institutional investors, including economic and market outlooks, insurance industry research, regulatory analysis, operational trends, investment viewpoints, podcasts, webinars, and commentary. Topics include insurance market trends, business strategy, regulatory developments, emerging risks, investment markets, and portfolio management.
Where can I access Conning research? Find out where to access Conning's research publications, market commentary, webinars, podcasts, and the Conning Research Library.
Many of Conning's viewpoints, articles, podcasts, webinars, market commentary, and investment insights are available on Conning.com. Conning's Insurance Research publications can be purchased through the website, while enterprise subscribers have access to the full research library through the Conning Library.
Does Conning provide consulting services for insurers? Discover how Conning's consulting professionals help insurers address investment, risk management, regulatory, and strategic business challenges.
Yes. Conning provides consulting services to help insurers address investment, strategic, and business challenges. Our consulting professionals advise clients on topics such as strategic asset allocation, asset-liability management (ALM), enterprise risk management, investment policy development, regulatory considerations, peer benchmarking, mergers and acquisitions, and broader insurance industry trends.
Investment Accounting & Reporting
What investment accounting and reporting services does Conning provide? Learn how Conning's investment accounting, financial reporting, and operational support services help insurers improve efficiency while meeting complex reporting and compliance requirements.
Supported by experienced accounting professionals and deep insurance industry expertise, Conning provides investment accounting, reporting, and operational support for insurance companies and other institutional investors. Our services include portfolio accounting, financial reporting, investment operations, accounting policy support, regulatory reporting, financial statement footnote support, SOC 1 reporting support, investment accounting system administration, and operational oversight to help clients improve efficiency while meeting complex reporting and compliance requirements.
Learn more about Conning's investment accounting and reporting services here.
What accounting and reporting standards does Conning support? Discover Conning's more than 100 years of experience serving insurance companies and institutional investors.
Conning supports statutory (STAT), GAAP, IFRS and Tax reporting requirements. Our experienced accounting professionals help clients meet financial reporting, regulatory, and operational requirements through accurate and timely reporting.
How does Conning support insurance investment accounting? Find out how to connect with Conning's experts in investment management, insurance research, risk management, investment accounting, and consulting.
Conning supports insurers with regulatory reporting, financial statement footnote support, SOC 1 reporting, accounting policy guidance, investment operations, SimCorp support, and longstanding relationships with a broad network of custodians and other industry service providers. These capabilities help clients streamline operations, improve reporting accuracy, and meet complex regulatory and compliance requirements.
Client Experience
How does Conning work with clients? Learn how Conning's collaborative client service model delivers personalized support, dedicated portfolio management, and long-term strategic guidance.
Clients work directly with a dedicated team of portfolio managers, investment professionals, insurance researchers, risk management specialists, investment accounting professionals, and client service teams. As part of Conning's distinctive client service model, each relationship is supported by two portfolio managers: one serving as the client's primary point of contact and strategic advisor, and another focused on portfolio implementation and execution. This collaborative approach provides clients with direct access to experienced professionals and the full breadth of Conning's insurance-focused capabilities. Working closely with clients, the team provides ongoing strategic guidance as business objectives, liability profiles, and market conditions evolve.
What reporting and support does Conning provide? Explore the reporting, portfolio analytics, investment insights, and ongoing support clients receive throughout their relationship with Conning.
Conning provides reporting, portfolio analytics, performance monitoring, and ongoing client support to help clients evaluate investment outcomes and make informed decisions. Clients also have direct access to their portfolio managers and relationship team, who provide investment insights, insurance research, and market commentary through client portals or directly as part of an ongoing partnership.
How can I speak with a Conning representative? Connect with Conning's experienced professionals to learn more about our investment management, insurance research, risk management, and consulting capabilities.
Working with Conning
Where does Conning operate? Learn about Conning's global investment centers and how we serve insurers and institutional investors across North America, Europe, and Asia.
Conning has investment centers in North America, Europe, and Asia, enabling us to serve clients across global markets.
How long has Conning been in business? Discover Conning's more than 100 years of experience serving insurance companies and institutional investors.
Conning was founded in 1912 and has more than a century of experience serving institutional investors.
How do I contact Conning? Find out how to connect with Conning's experts in investment management, insurance research, risk management, investment accounting, and consulting.
Organizations interested in Conning's investment management, insurance research, risk management software, investment accounting, or consulting services can contact us through our website to connect with the appropriate team.