Our Investment Approach

 

Since its founding in 1912, Conning has focused on serving the insurance industry. Our deep experience with the complexities of managing insurance company investment portfolios is a valuable asset in creating customized solutions aimed at improving clients’ financial results.

 

Conning's investment teams in the United States, Europe and Asia are committed to developing strategies that emphasize:

  1. Customization - We develop holistic solutions that reflect our deep understanding of a client’s business, financial objectives and risk tolerance.

  2. Limiting Downside Risk - Our priority is to protect a client’s franchise during periods of market dislocation.

  3. Fundamentals - Proprietary research and analysis are critical to our solutions development.

  4. Optimizing Performance - We drive for investment results through strategic asset allocation, sector rotation and issue selection.

  5. Client Needs - We have a long history of providing exceptional customer service and offer clients access to a primary portfolio manager and real-time access to their portfolios.

 

 

 

Our Investment Process


We do a thorough analysis of our clients’ financial profiles, competitive positioning, objectives, risk preferences, liabilities and accounting and tax issues.

Our advanced risk management structure allows us to develop strategies to meet client-specific risk-reward profiles and our custom benchmarks help clients stay on target toward their investment goals.

Issue selection involves analysts, traders and portfolio managers and reflects fundamental and quantitative analysis and a focus on valuations.

Portfolio construction reflects a total return orientation but also the client's risk preferences and income requirements, the need for asset-liability matching and accounting and tax issues.

We do a thorough analysis of our clients’ financial profiles, competitive positioning, objectives, risk preferences, liabilities and accounting and tax issues.



Our advanced risk management structure allows us to develop strategies to meet client-specific risk-reward profiles and our custom benchmarks help clients stay on target toward their investment goals.



Issue selection involves analysts, traders and portfolio managers and reflects fundamental and quantitative analysis and a focus on valuations.



Portfolio construction reflects a total return orientation but also the client's risk preferences and income requirements, the need for asset-liability matching and accounting and tax issues.