Individual Life-Annuity Growth and Profit Leaders: Leading for the Long Term


Michael Warner
Conning, Inc.


Conning—2016 Individual Life-Annuity Growth and Profit Leaders Announced

(Hartford, CT) November 7, 2016—Conning releases its seventh study of successful individual life-annuity companies in three size categories with analysis of common leading company characteristics.

“Our ongoing study of growth and profit leading individual life-annuity companies continues with this 2016 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 seventeen companies that met our multi-year success criteria across the three analyzed size categories. Of those successful companies, thirteen 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, “2016 Individual Life-Annuity Growth and Profit Leaders: Leading for the Long Term” 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 market and organizational complexity,” said Steve Webersen, Head of Insurance Research at Conning.  “For some, sustained product focus was a critical component, but our analysis indicated that the successful product mix differed between the small and mid-sized company categories. Expense and investment performance advantages made significant differences for many of the leading firms, with nuances among the size categories. Close analysis of the strategies and positions of peer companies that have excelled in these financial measures yields insights for companies of any size to improve its performance.”

“2016 Individual Life-Annuity Growth and Profit Leaders: Leading for the Long Term” is available for purchase from Conning by calling (888) 707-1177 or by clicking on the above title link.


Conning ( is a leading global investment management firm with approximately $120 billion in assets under management as of September 30, 2016.* 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 offices in Boston, Cologne, Hartford, Hong Kong, London, New York, and Tokyo.

*As of September 30, 2016, represents the combined global assets under management for the affiliated firms under Conning Holdings Limited, and Cathay Securities Investment Trust Co., Ltd. ("SITE"). 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.