Investment Strategies for Your Business Needs
Conning’s deep understanding of the needs of insurers helps us develop customized investment solutions to support business goals and enhance financial results. Our strategies are designed to address our clients’ unique objectives, requirements, and tolerance for risk. We strive to deliver investment results through sector rotation and issue selection, utilizing proprietary research and analysis while carefully managing risk. We also offer specialty asset classes designed to blend seamlessly within an insurer's current portfolio. Exceptional client service is our priority and we offer clients direct access to all investment professionals and real-time access to their portfolios.
Conning's Investment Expertise Has Received Global Recognition
Awards, rankings and other forms of recognition are not a guarantee of Conning’s future performance. Awards may not be representative of any one client’s experience. Click here to learn more about Conning's industry recognition.
Experts
Cindy A. Beaulieu is a Managing Director, Portfolio Manager, and Chief Investment Officer of Conning North America, responsible for insurance and institutional pension assets. She is chair of the firm’s Investment Policy and Investment Risk committees and sits on Conning’s Sustainability Leadership Group. She has held positions of increasing responsibility during her tenure, from trading all sectors of the fixed income market to analyzing foreign investment opportunities. Prior to joining Conning in 2011, Ms. Beaulieu was a Managing Director and Senior Portfolio Manager with Goodwin Capital Advisers. Ms. Beaulieu earned a degree in finance from LaSalle University.
Cindy A. Beaulieu is a Managing Director, Portfolio Manager, and Chief Investment Officer of Conning North America, responsible for insurance and institutional pension assets. She is chair of the firm’s Investment Policy and Investment Risk committees and sits on Conning’s Sustainability Leadership Group. She has held positions of increasing respon Read More...
Simon Hawkins, is a Managing Director and Chief Executive Officer of Conning Asset Management Limited, Conning’s European asset management operation, where he is responsible for Corporate Governance and all Portfolio Management oversight. He is a member of the firm’s Investment Policy Committee, and was previously a Senior Portfolio Manager, managing assets for a range of UK, US, Bermudian and European insurance market clients, with a focus on the Lloyd’s of London market where Conning has a dominant position. He previously was a portfolio manager at several other institutions, and has over 25 years’ experience managing insurance company assets. He earned a master’s degree in mathematics from the University of Cambridge and is a Fellow of the Chartered Institute for Securities & Investment.
Simon Hawkins, is a Managing Director and Chief Executive Officer of Conning Asset Management Limited, Conning’s European asset management operation, where he is responsible for Corporate Governance and all Portfolio Management oversight. He is a member of the firm’s Investment Policy Committee, and was previously a Senior Portfolio Manager, managing assets for a range of UK, US, Berm Read More...
Jonathan Wu is a Managing Director and Chief Investment Officer at Conning Asia Pacific Limited, responsible for global multi-income and quantitative investment strategies management. He leads the investment team and oversees the overall investment portfolio strategies, execution, and development. Jonathan is also a member of Conning's Global Asset Allocation Committee, which is joined by the Chief Investment Officers of other Conning offices. Jonathan joined Conning from Cathay United Bank Private Banking as Head of Product & Investment Consultant, where he was responsible for formulating frameworks for private banking products and investment strategies. Prior to that, he worked as a Portfolio Manager at Conning Asia Pacific, responsible for Asia credit portfolio management. He also gained several years of experience in Cathay Life's fixed income investment team, specializing in macroeconomic analysis, multi-asset strategies, global fixed income, and derivatives trading. Jonathan holds a Master of Business Administration from Indiana University of Pennsylvania and a Bachelor of Statistics from the National Chengchi University, Taiwan.
Jonathan Wu is a Managing Director and Chief Investment Officer at Conning Asia Pacific Limited, responsible for global multi-income and quantitative investment strategies management. He leads the investment team and oversees the overall investment portfolio strategies, execution, and development. Jonathan is also a member of Conning's Global Asset Allocation Committee, which is joined by the Chief Investment Officers of other Conning offices. Jonathan joined Conning from Cathay United Bank Priv Read More...
