Our Investment Approach
We think the way you think, speak your language and understand your business.
Since its founding in 1912, Conning has been focused on meeting the needs of the insurance industry. Our deep understanding of the issues facing insurers and our unique perspective allows us to create customized investment solutions for our clients that can improve their financial results.
Conning's investment teams in the United States, Europe and Asia are committed to developing strategies for clients through a holistic approach and an emphasis on:
Customization - We develop customized solutions for each client based on a deep understanding of assets, liabilities and cash flow as well as financial objectives and risk tolerance.
Limiting Downside Risk - Our first priority is to manage risk and protect our clients' franchises in periods of market dislocation.
Focus on Fundamentals - Proprietary research and analysis are critical factors in our investment approach.
Optimizing Performance - Our performance may be achieved through strategic asset allocation, sector rotation and issue selection.
A Focus on Client Needs
Conning has a long history of providing exceptional service to our clients through high-level personal attention and communication. Clients benefit from having a primary day-to-day portfolio manager and real-time access to their portfolios.
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 that separate tail risk from upside potential, 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.