Conning Investment Portfolio Peer Analysis Helps Insurers Refine Investment Strategies 

March 26, 2024

Free Service Aims to Generate New Investment Ideas, Not Copy Others’ Portfolios  



HARTFORD, CT – March 26, 2024 – Leading global investment management firm Conning is offering insurers a free peer analysis of their investment portfolios to help insurers learn more about strategies that could help them achieve business goals. 

An insurer’s investment strategy should be customized to meet the firm’s unique business needs and tolerance for risk, at a minimum, said Matt Reilly, managing director and head of Conning’s Insurance Solutions group. “The goal of a peer analysis is not to copy a competitor’s strategies, but rather to shed light on what other firms may be doing to help an insurer discover new opportunities and assist in a strategic investment review.” 

In a new Viewpoint, Reilly and Lauren Forando, a senior analyst in Insurance Solutions, outline Conning’s peer analysis process. The firm works with an insurer to identify a list of similar companies in the same industry or sector, and examines key financial metrics, ratios, and indicators. The analysis encompasses crucial information regarding a client’s investment portfolio as well as financial, underwriting, and operational aspects, providing an overview of an insurer’s current state and recent trends while calling attention to the state of peers and competitors. 

“The peer analysis is not simply an academic exercise, but rather a key part of our strategic asset allocation (SAA) work,” said Forando. “The intent is to highlight the differences and potential investment opportunities.”

To read the Viewpoint, click here. To request a peer analysis, click here.


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Conning (www.conning.comis a leading investment management firm with more than $214 billion in global assets under management as of December 31, 2023.* With a long history of serving the insurance industry, Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.


* As of December 31, 2023, represents the combined global assets under management for the affiliated firms under Conning Holdings Limited (CHL) and 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.



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