Individual Life-Annuity Growth and Profit Leaders: Leaders Enjoy an Interest Rate Tail Wind
Conning—2018 Individual Life-Annuity Growth and Profit Leading Companies Announced
(Hartford, CT) November 14, 2018—Conning releases its eighth study of successful individual life-annuity companies with analysis of common leading company characteristics.
“Our ongoing study of growth and profit leading individual life-annuity companies continues with this 2018 edition, which includes a detailed analysis of the leading small, midsized and large company segments,” said Terence Martin, a Director, Insurance Research at Conning.
“We identified thirteen companies that met our multi-year success criteria across the three size categories. Of those successful companies, nine also met the criteria in last year’s analysis, which is a significant accomplishment in this challenging environment for new sales and low interest rates.”
The Conning study, “Individual Life-Annuity Growth and Profit Leaders: Leaders Enjoy an Interest Rate Tail Wind” analyzes individual life-annuity insurer performance, identifies the most successful firms based on Conning’s multi-year leadership criteria and identifies shared characteristics among the successful firms.
“Companies that met our criteria to be considered growth and profit leaders did so by successfully managing through operating and market complexity,” said Steve Webersen, Head of Insurance Research at Conning. “Leading companies of all sizes consistently had higher allocations to bonds than their corresponding peer groups and had bond portfolios of longer maturity than the remaining companies. As we look ahead at rising interest rates, it will be interesting to see if these Leading companies will be able to maintain their investment performance advantage.”
“Individual Life-Annuity Growth and Profit Leaders: Leaders Enjoy an Interest Rate Tail Wind” is available for purchase from Conning by calling (888) 707-1177 or by visiting www.conningresearch.com.
Conning (www.conning.com) is a leading investment management firm with approximately $134 billion in global assets under management as of September 30, 2018.* With a long history of serving the insurance industry, Conning supports institutional investors, including pension plans, with investment solutions and asset management offerings, award-winning risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.
*As of September 30, 2018, represents the combined global assets under management for the affiliated firms under 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.