Our Investment Approach


Conning's investment teams emphasize:

  1. Customization - Our deep understanding of the needs of insurers and pension plans allows us to develop customized solutions that may enhance their financial results with acceptable levels of risk. Our strategic asset allocation (SAA) process is the foundation of our investment approach, leveraging our award-winning financial models and industry research (see SAA approach below).

  2. Portfolio Optimization - We strive to deliver investment results through strategic asset allocation, sector rotation and issue selection, while addressing our clients’ unique requirements.

  3. Fundamental Analysis - We utilize proprietary research and analysis which is critical to improving returns while carefully managing risk.

  4. Client Service - We have a record of exceptional customer service and offer clients direct access to all investment professionals and real-time access to their portfolios.


Our Approach to Strategic Asset Allocation